Portfolio Solutions Team Lead — Onboarding & Analytics

Allianz Commercial; Alpharetta (GA); Hybrid; USD 98,000 - 164,000; Full time

Benefits offered by this job

Hybrid work model

Bonus scheme

Pension

Private healthcare

Career development

Job summary

Allianz Commercial is seeking a Portfolio Solutions Team Lead to oversee a team of Analysts located across multiple offices including O’Fallon, MO; Alpharetta, GA; and Chicago, IL. You will build and develop the analyst bench, assign work, and maintain high-quality output at scale.

You will personally lead onboarding for delegated authority programs, oversee bordereaux processing and data validation, and monitor portfolio profitability while driving cross-functional initiatives.

Qualifications

• 3+ years of leadership experience in a professional setting.
• Strong portfolio management capability and ability to monitor performance indicators.
• Experience with delegated authority, facilities, program business, MGA relationships, or similar insurance portfolio structures.
• Strong understanding of bordereaux processing, data validation, and portfolio monitoring.
• Ability to collaborate and influence across multiple departments and stakeholders.

Responsibilities

• Lead, coach, and develop a team of Portfolio Solutions Analysts and create scalable operating models.
• Oversee onboarding and implementation for delegated authority programs and facilities.
• Quality-check work related to bordereaux processing, reconciliation, and data validation before escalation.
• Monitor portfolio profitability indicators and elevate risks to leadership.
• Represent Portfolio Solutions in cross-functional project teams and drive process improvements.

Skills

Leadership

Portfolio management

Onboarding

Cross-functional collaboration

Data analysis

AI tools for tasks

Job description

Allianz Commercial is seeking a Portfolio Solutions Team Lead to oversee a team of Analysts located across multiple offices including O’Fallon, MO; Alpharetta, GA; and Chicago, IL. You will build and develop the analyst bench, assign work, and maintain high-quality output at scale.

You will personally lead onboarding for delegated authority programs, oversee bordereaux processing and data validation, and monitor portfolio profitability while driving cross-functional initiatives.