Portfolio Solutions Team Lead: Onboarding & Analytics

Allianz

Alpharetta (GA)

On-site

USD 98,000 - 164,000

Full time

14 days+

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Job summary

Allianz Commercial seeks a Portfolio Solutions Team Lead to manage and scale the analyst bench in North America. The role supervises onboarding, bordereaux processing and portfolio monitoring while staying hands-on with execution, data validation, and cross-functional delivery.

Reporting to the Head of Portfolio Solutions, you’ll drive governance and efficiency across underwriting, finance, and operations. You’ll lead a team of analysts across delegated authority programs, maintain scalable

Qualifications

3+ years of leadership experience.
Experience with delegated authority, facilities, program business, MGA relationships preferred.
Strong understanding of bordereaux processing, reconciliation, data validation.
Experience collaborating across underwriting, claims, finance, actuarial, legal, compliance, operations, IT, and PMO.
Ability to utilize AI tools to support day-to-day tasks.

Responsibilities

Lead, coach, and develop a team of Portfolio Solutions Analysts and set a scalable operating model.
Onboard and implement delegated authority programs and facilities with clear timelines.
Quality-check work on bordereaux processing, reconciliation, and data validation.
Monitor portfolio profitability indicators and raise risks to leadership.
Participate in cross-functional project teams for onboarding and process improvements.
Maintain documented procedures, controls, and governance standards.
Identify operational risks and drive automation opportunities.
Collaborate with underwriting, claims, finance, IT, and PMO to execute programs.
Support executive reporting on project status and portfolio performance.