Portfolio Solutions Team Lead

Allianz Commercial

Missouri

On-site

USD 98,000 - 148,000

Full time

14 days+

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Benefits offered by this job

Hybrid work model
Bonus scheme
Private healthcare
Pension

Job summary

Allianz Commercial is seeking a Portfolio Solutions Team Lead to guide the analysts responsible for onboarding, bordereaux processing, and portfolio monitoring across North America. You will lead day-to-day, develop capabilities, and ensure scalable, high-quality delivery while staying deeply involved in execution.

You will collaborate across Underwriting, Finance, Actuarial, Legal, Compliance, IT, and PMO to drive program onboarding, risk management, and continuous improvement in a fast-growing

Qualifications

  • 3+ years of leadership experience.
  • Strong portfolio management capability and ability to monitor performance indicators.
  • Experience with delegated authority, facilities, program business, MGA relationships, or similar structures.
  • Strong understanding of bordereaux processing, reconciliation, data validation, and operational data management.
  • Experience supporting onboarding, implementation, or cross-functional project delivery within insurance, underwriting, operations, or portfolio management.
  • Ability to collaborate and influence across underwriting, claims, finance, actuarial, legal, compliance, operations, IT, PMO, and senior stakeholders.
  • Process-oriented mindset with experience improving workflows, documenting procedures, strengthening controls, and identifying automation opportunities.
  • Strong analytical, organizational, and communication skills.

Responsibilities

  • Lead, coach, and develop a team of Portfolio Solutions Analysts and build scalable operating models.
  • Lead onboarding and implementation for delegated authority programs and facilities with clear timelines and dependencies.
  • Quality-check analyst work related to bordereaux processing, reconciliation, and data validation before escalation to underwriting, finance, or stakeholders.
  • Monitor portfolio profitability indicators and escalate deterioration or risk to the Head of Portfolio Solutions.
  • Represent Portfolio Solutions on cross-functional project teams for onboarding, process improvement, automation, and strategic initiatives.
  • Maintain documented procedures, controls, and governance standards for onboarding, bordereaux processing, and monitoring.
  • Identify operational risks and drive process improvements and automation opportunities.
  • Coordinate with Underwriting, Claims, Finance, Actuarial, Legal, Compliance, Operations, IT, PMO to support program execution and issue resolution.
  • Support executive reporting on project status, portfolio performance, and operational risk.

Skills

Leadership
Portfolio management
Delegated authority
Bordereaux processing
Cross-functional collaboration
AI tools
CAT modeling
Risk monitoring
Communication

Job description

We are looking for a Portfolio Solutions Team Lead to be located in our office located in O'Fallon, MO, Alpharetta, GA OR Chicago, IL.

Your Team

Allianz Commercial (AzC) specializes in corporate property insurance for the most complex and challenging risk exposures in more than 200 countries and territories. With a focus on larger international risk portfolios, we offer tailor-made 'All Risks' property damage and business interruption insurance through our global network.

Our experience speaks for itself, insuring the majority of Global Fortune 500 companies, managing over 1000 global property insurance programs, and fielding an underwriting team averaging over 20 years' experience, backed up a worldwide team of risk consultants and claims specialists.

When it comes to underwriting insurance products for well-known famous sports venues, sports/entertainment facilities, major airlines, retail/wholesale companies, banks and manufacturers, we do it all!

The Impact You Will Have

Reporting to the Head of Portfolio Solutions and Delegated Authority - North America, the Portfolio Solutions Team Leader will serve as a working people leader responsible for building, leading, and developing the analyst bench that keeps the Portfolio Solutions function operating at scale. This role will oversee day-to-day leadership of Portfolio Solutions Analysts, including assigning work, developing capabilities, managing performance, and maintaining a high standard for quality and turnaround.

In addition to leading the team, this role will stay personally engaged in execution, including facility onboarding, bordereaux processing and reconciliation, data validation, portfolio profitability monitoring, and cross-functional project delivery. The Team Leader will help ensure new business is onboarded correctly, existing programs are monitored rigorously, and the function's operating model continues to scale without sacrificing control, quality, or governance.

Some of your specific responsibilities could include
  • Lead, coach, and develop a team of Portfolio Solutions Analysts by prioritizing workload, managing performance, building capability, and creating a scalable, well-documented operating model as the function grows.
  • Personally lead onboarding and implementation for select delegated authority programs and facilities, ensuring timelines, dependencies, and operational requirements are clearly managed.
  • Quality-check analyst work related to bordereaux processing, reconciliation, and data validation before it reaches underwriting, finance, or other business stakeholders.
  • Monitor portfolio profitability indicators, including loss ratios, rate adequacy, and exposure accumulation, and escalate deterioration or emerging risk to the Head of Portfolio Solutions.
  • Represent Portfolio Solutions on cross-functional project teams supporting new program onboarding, process improvement, automation, and broader strategic initiatives.
  • Own and maintain documented procedures, controls, and governance standards for onboarding, bordereaux processing, and portfolio monitoring.
  • Identify operational risks, drive process improvement opportunities, and support automation initiatives that improve efficiency, quality, and scalability.
  • Coordinate closely with Underwriting, Claims, Finance, Actuarial, Legal, Compliance, Operations, IT, and PMO to support program execution and issue resolution.
  • Support executive reporting on project status, portfolio performance, operational risk, and key initiatives across the Portfolio Solutions function.
What you'll bring to the role
  • Experience leading, coaching, or mentoring others, with the ability to prioritize work, manage performance, and build repeatable team processes.
  • Strong portfolio management capability, including the ability to monitor performance indicators, identify trends, and elevate emerging risks.
  • Experience with delegated authority, facilities, program business, MGA relationships, or similar insurance portfolio structures preferred.
  • Strong understanding of bordereaux processing, reconciliation, data validation, and operational data management.
  • 3+ years of leadership experience (preferred).
  • Experience supporting onboarding, implementation, or cross-functional project delivery within insurance, underwriting, operations, or portfolio management environments.
  • Ability to collaborate and influence across underwriting, claims, finance, actuarial, legal, compliance, operations, IT, PMO, and senior business stakeholders.
  • Process-oriented mindset with experience improving workflows, documenting procedures, strengthening controls, and identifying automation opportunities.
  • Strong analytical, organizational, and communication skills, with the ability to manage competing priorities in a growing and evolving function.
  • Familiarity with CAT modeling, portfolio monitoring, rate adequacy, exposure accumulation, or related profitability indicators preferred.
  • Ability to utilize AI tools to support day-to-day tasks, improve efficiency, and contribute to data-driven decision-making.

The annualized base pay range for this role is $97,739 - $147,652 for O'Fallon, MO and $107,913 - $163,96 for for Chicago, IL or Alpharetta, GA . 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.

105673 | 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. Allianz Commercial helps customers to prepare for what's ahead.

Learn more about careers at Allianz Commercial by clicking here.

Learn more about Allianz Commercial by clicking here.

At Allianz, we stand for unity: we believe that a united world is a more prosperous world, and we are dedicated to consistently advocating for equal opportunities for all. And the foundation for this is our inclusive workplace, where people and performance both matters, and nurtures a culture grounded in integrity, fairness, inclusion and trust.

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 agcsglobalcareers@allianz.com

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