Insurance Portfolio Management Workshop

Key Insurance Portfolio Dynamics

• Overview of insurance portfolio dynamics
• Premium vs. risk exposure
• Effective liquidity measurement
• Measuring on-going profitability

Effective Portfolio Risk Management

• Understanding the concept of risk
• Concentration risk
• Geographic risk
• Fraud risk

Practical Portfolio Stress Testing

• Multi-variate scenario planning concepts
• Monte Carlo stress testing
• Root cause analysis techniques
• Financial ratio analysis methodology

Legal Aspects of Portfolio Management

• Overview of global regulatory frameworks
• Management of client premiums
• Anti-money laundering regulatory compliance

Improvement

• Use of technology – including financial modelling and fraud detection
• Enhancing the underwriting process to reduce risk
• Enhancing the claims validation process
• The impact of the loss adjuster role

TRAINING METHODOLOGY

The training methodology combines lectures, discussions, group exercises and illustrations. Participants will gain both theoretical and practical knowledge of the topics. The emphasis is on the practical application of the topics and as a result participant will go back to the workplace with both the ability and the confidence to apply the techniques learned to their duties.