Portfolio Solutions Bordereau Manager

Allianz Commercial; O’Fallon (MO); Hybrid; USD 102,000 - 171,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

Allianz Commercial is seeking a Portfolio Solutions Bordereau Manager for a hybrid role based in O’Fallon, MO, Chicago, or New York. You will coordinate onboarding, data-driven reporting, and complex bordereaux workflows across multiple lines of business, working with underwriting, finance, claims, legal, brokers, and external partners.

You will drive operational efficiency, data quality, and governance, leveraging AI-enabled tools and large datasets while supporting centralized reporting and

Qualifications

• Bachelor’s degree in Business Administration, Finance, Data Analytics, Insurance, or a related field.
• Experience with delegated authority facilities and MGA/program business preferred.
• Strong Excel, data analysis, and reporting skills.
• Ability to coordinate cross-functional teams and stakeholders.

Responsibilities

• Coordinate onboarding and implementation for delegated authority facilities and portfolio businesses.
• Manage bordereaux intake, validation, tracking, and reporting.
• Analyze large datasets to identify trends and reporting needs.
• Collaborate with underwriting, finance, claims, and vendors to ensure timely deliverables.
• Support governance, controls, and process improvements.

Skills

Advanced Excel

Data management

Project coordination

Insurance knowledge

Stakeholder management

Analytical skills

Education

Bachelor's degree

Tools

Distribute/Distribind platforms

Job description

We are looking for a Portfolio Solutions Bordereau Manager to join our team. This will be a hybrid role based in O’Fallon, Chicago, or New York.

Your Team

Join the North American Portfolio Solutions team, where we focus on supporting delegated authority facilities, portfolio business, and operational process execution across multiple lines of business. Our team partners closely with underwriting, operations, finance, claims, legal, brokers, MGAs, and external vendors to support onboarding, reporting, operational governance, and portfolio management activities.

The Impact You Will Have

Reporting to the Regional Head of Portfolio Solutions and Delegated Authority in North America, this role will play a key role in supporting operational implementation, onboarding coordination, portfolio reporting, and process execution activities across a growing portfolio of facilities and strategic initiatives.

This position will serve as a central coordination point across internal business teams, external partners, brokers, MGAs, TPAs, vendors, and operational stakeholders to help drive operational efficiency, data quality, process consistency, and successful portfolio implementation.

Some Of Your Specific Responsibilities Could Include

Portfolio Operations and Implementation

• Coordinate onboarding and implementation activities for delegated authority facilities and portfolio business across multiple lines of business.
• Track project timelines, operational dependencies, action items, and remediation activities to support successful execution and delivery.
• Support operational workflow development and process improvement initiatives across Portfolio Solutions activities.

Bordereaux And Data Management

• Coordinate bordereaux intake, validation, tracking, and operational reporting processes.
• Support premium booking, reconciliation, reporting, and operational data management activities.
• Analyze large operational datasets to identify trends, data issues, reconciliation items, and reporting needs.
• Maintain centralized operational tracking and reporting across facilities and portfolio initiatives.

Cross Functional And Vendor Coordination

• Partner with underwriting, finance, claims, legal, operations, actuarial, distribution, and offshore operational teams to support portfolio activities.
• Coordinate with external brokers, MGAs, TPAs, vendors, and business partners to support onboarding, reporting, and operational deliverables.
• Facilitate communication across stakeholders to ensure alignment on deliverables, timelines, operational issues, and dependencies.

Governance And Operational Support

• Support delegated authority operational governance activities, reporting requirements, and compliance coordination.
• Assist with process documentation, operational controls, audit support, and issue resolution activities.
• Support implementation and operational use of portfolio management and bordereaux systems and tools, including Distribute/Distribind platforms.

What You’ll Bring To The Role

Advanced Excel and Data Management Skills

• Strong experience working with large operational datasets, reconciliations, tracking, reporting, and data analysis.

Project And Operational Coordination

• Experience managing operational workflows, implementation activities, timelines, dependencies, and cross-functional coordination efforts.

Insurance And Portfolio Operations Knowledge

• Experience supporting delegated authority, MGA/program business, underwriting operations, portfolio management, or insurance operational processes preferred.

Communication And Stakeholder Management

• Strong ability to communicate effectively across internal business units, external partners, vendors, and operational teams.

Analytical And Problem Solving Skills

• Ability to identify operational issues, analyze data, prioritize competing demands, and drive resolution activities in a fast-paced environment.

Technology And Process Orientation

• Comfortable working with operational systems, workflow tools, reporting platforms, and AI-enabled productivity tools to improve efficiency and support data-driven decision making.
• Experience in applying artificial intelligence (AI) and machine learning (ML) to improve business processes and decision-making is preferred.

Education

• Bachelor’s degree in Business Administration, Finance, Data Analytics, Insurance, or a related field preferred.

The annualized base pay range for this role is $102,182 - $154,364 for O’Fallon, MO, $$112,818 - $170,509 for Chicago or Alpharetta. The annual base salary range represents a nationwide market range. The actual salary for this position may be above and will be determined by a number of factors, including the scope, complexity and location of the role, the skills, education, training, credentials and experience of the candidate. The base pay is just one component of the AzC total compensation package. As part of our comprehensive compensation and highly rated benefits programs, employees are also eligible for annual performance-based cash incentive awards.

105569 | Underwriting | Professional | Allianz Commercial | Full-Time | Permanent

What’s in it for you?

Let’s Care About Everything That Makes You, You

We are committed to nurturing an inclusive environment where everyone feels they belong. We offer a hybrid working model, which recognizes the value of striking a balance between in-person collaboration and remote working. Please feel free to discuss flexible working arrangements with us.

Let’s care for your financial wellbeing

We believe in rewarding performance with a great compensation and benefits package (details vary by location), including a generous bonus scheme and pension.

Let’s care for your opportunities to progress

From career development and digital learning programs to international career mobility, we offer lifelong learning for our employees worldwide and an environment where innovation, delivery and empowerment are fostered.

Let’s care for life’s twists and turns

From our support for flexible working, health and wellbeing (including private healthcare and generous parental leave benefits), to helping people return from career breaks with experience that nothing else can teach. We've got your back.

Let’s care for our society and our planet

With opportunities to be engaged in shaping a future that is safe, inclusive and sustainable, we care for the tomorrows of our people, our industry and our clients.

Care to join us?

Allianz Commercial is the center of expertise of Allianz Group, insuring mid-sized businesses, large enterprises, and special risks. Our customers include top consumer brands, financial institutions, industry leaders, the global aviation and shipping industries, as well as family-owned and medium-enterprises. We also cover unique risks such as offshore wind farms, infrastructure projects and film productions. Our clients trust us to provide a wide range of traditional and alternative risk transfer solutions, outstanding risk consulting and multinational services, and seamless claims handling. Allianz Commercial helps customers to prepare for what's ahead.

We therefore welcome applications regardless of race, ethnicity or cultural background, age, gender, nationality, religion, social class, disability or sexual orientation, or any other characteristics protected under applicable local laws and regulations.

Join us. Let's care for tomorrow.

People With Disabilities

We want to give all our candidates the best opportunity to succeed. If you need any adjustments to be made during the application and selection process, please email [e-mail]