Portfolios Solutions Analyst

Joinimagine; Alpharetta (GA); Hybrid; USD 85,000 - 120,000; Full time

Benefits offered by this job

Hybrid working model

Competitive compensation

Career development

Flexible working

Health & wellbeing

Sustainable future

Job summary

Allianz Commercial in Alpharetta, GA is seeking a Portfolio Solutions Analyst to support the operation and oversight of the delegated authority portfolio across North America.

You will manage key account partnerships, serve as primary contact, lead performance meetings, analyze reports, and collaborate with Underwriters, Claims, Compliance, Finance, Actuarial and Operations to ensure accurate data processing and risk management.

Qualifications

• Experience in stakeholder management and process adherence.
• Ability to work independently and elevate queries as needed.
• Background in Delegated Authority.
• Strong time management and multitasking skills.
• Proficient communication and interpersonal skills.
• Data management and interrogation capabilities.
• Expertise in Microsoft Excel.

Responsibilities

• Manage key account partnerships, including full lifecycle oversight.
• Serve as the primary contact and support for accounts.
• Lead regular performance management meetings.
• Analyze report findings and communicate trends through required channels.
• Develop relationships with internal stakeholders such as Underwriters, Claims, Compliance, Finance, Actuarial, and Operations.
• Map, upload, analyze, and report on bordereaux and underlying data for risk, premium, and claims transactions.
• Collaborate with offshore resources to ensure accurate data processing.
• Prepare reports for business consideration as part of performance management.
• Coordinate ongoing oversight of MGA, including due diligence, underwriter reviews, and audits.
• Support the delegated authority and portfolio solutions team in managing the current book of business.
• Assist in onboarding new MGAs and facilities.
• Undertake ad hoc tasks as directed by Line Manager and Senior Managers.

Skills

Stakeholder management

Independent work

Delegated Authority

Time management

Communication

Data management

Excel

AI awareness

Job description

Position Overview

Reporting to the Regional Head of Portfolio Solutions and Delegated Authority in North America, the Portfolio Solutions Analyst will support the operation and oversight of our delegated authority portfolio.

Key Responsibilities

• Manage key account partnerships, including full lifecycle oversight.
• Serve as the primary contact and support for accounts.
• Lead regular performance management meetings.
• Analyze report findings and communicate trends through required channels.
• Develop relationships with internal stakeholders such as Underwriters, Claims, Compliance, Finance, Actuarial, and Operations.
• Map, upload, analyze, and report on bordereaux and underlying data for risk, premium, and claims transactions.
• Collaborate with offshore resources to ensure accurate data processing.
• Prepare reports for business consideration as part of performance management.
• Coordinate ongoing oversight of MGA, including due diligence, underwriter reviews, and audits.

Additional Responsibilities

• Support the delegated authority and portfolio solutions team in managing the current book of business.
• Assist in onboarding new MGAs and facilities.
• Undertake ad hoc tasks as directed by Line Manager and Senior Managers.

Qualifications

• Experience in stakeholder management and process adherence.
• Ability to work independently and elevate queries as needed.
• Background in Delegated Authority.
• Strong time management and multitasking skills.
• Proficient communication and interpersonal skills.
• Data management and interrogation capabilities.
• Expertise in Microsoft Office applications, particularly Excel.
• A willingness to learn and explore how AI can enhance your role and the broader organization is expected.

Why Join Us?

• Inclusive environment with a hybrid working model.
• Competitive compensation and benefits package.
• Opportunities for career development and international mobility.
• Support for flexible working, health, and wellbeing.
• Engagement in shaping a sustainable future.

Application Information

Allianz Commercial is an equal opportunity employer. We welcome applications from diverse backgrounds. If you require adjustments during the application process, please email [e-mail].

103945 | Underwriting | Professional | Non-Executive | Allianz Commercial | Full-Time | Permanent