Senior Analyst, Portfolio Analytics and Planning

Liberty Mutual Insurance; Seattle (WA); Hybrid; USD 115,000 - 145,000; Full time

Job summary

Liberty Mutual Insurance is building a new PDE Build team to shape next-generation auto rating programs and core delivery frameworks. This role supports portfolio planning, operational analytics, and cadence across the delivery value stream, turning a multi-state landscape into a clear, data-driven plan.

The position may require in-office work depending on location, with compensation reflecting skills and experience.

Qualifications

• Experience in analytics, portfolio/program planning, forecasting, operations, or a related area.
• Strong analytical and quantitative skills — comfortable building custom logic, forecasts, and performance metrics from data.
• Experience with data, reporting, and app-building tools (Power BI, Power Apps, Excel).
• Curiosity about applying AI and automation to streamline planning and reporting.
• Detail oriented with strong quality outcomes and organizational skills.

Responsibilities

• Analyze & recommend: investigate planning and capacity questions and synthesize findings into actionable recommendations.
• Support portfolio planning: maintain an integrated view of program rollouts across states and programs.
• Measure performance: develop metrics, dashboards, and reporting to track delivery progress and surface risks.
• Put tech to work: integrate tools like AI, PowerBI, PowerApps, JIRA, and Excel into workflows.

Skills

Analytics

Portfolio planning

Forecasting

Operations

Communication

Education

Bachelor’s degree in Math/Stats/Finance/Economics/Insurance

Tools

Power BI

Power Apps

Excel

Job description

Description

Join the Personal Lines Auto Program Delivery & Enhancements (PDE) Build team — our brand-new, high-visibility team shaping next-generation auto rating programs and the core frameworks PDE relies on to deliver efficiently and with precision. In this role, you’ll support portfolio planning and operational analytics across the delivery value stream. You’ll bring analytical rigor to rollout scheduling, capacity forecasting, and performance metrics — building the tools, schedules, and views that help the team sequence work, balance capacity, make informed trade-offs, and optimize in market value for the organization. You’ll help turn a complex, multi-state, multi-program landscape into a clear, visible, data-driven plan. You’ll partner with State Management, Program Management, Data Science, Tech, and other teams across the Delivery value stream to keep our roadmap realistic, visible, and on track. This is a ground-floor opportunity to help shape how we plan and pace delivery — with exposure to senior leadership.

This position may have in-office requirements depending on candidate location. The level of position offered will be based on skills and experience at manager discretion.

What You’ll Do

• Analyze & recommend: Investigate planning and capacity questions, conduct scenario analysis, and synthesize your findings into clear, actionable recommendations that drive rollout schedules and cadence.
• Support portfolio planning: Help maintain an integrated view of program rollouts across states and programs including rollout sequencing, dependencies, milestones, and cadence.
• Measure performance: Develop the metrics, dashboards, and reporting that track delivery progress, surface risks, and inform trade-off decisions for the team and leadership.
• Put tech to work: Integrate tools like AI, PowerBI, PowerApps, JIRA, and Excel into day-to-day workflows to boost quality, traceability, and speed-to-market.

You’ll love this job if you enjoy

• Understanding how things work, end to end
• Bringing order and structure to complex, moving parts
• Working with data to tell a clear story
• Cross-functional collaboration
• A continuous-improvement and growth mindset

Skills and experience that will lead to success in the role

• Experience in analytics, portfolio/program planning, forecasting, operations, or a related area
• Strong analytical and quantitative skills — comfortable building custom logic, forecasts, and performance metrics from data
• Experience with data, reporting, and app-building tools (e.g., Power BI, Power Apps, Excel)
• Curiosity about how to apply AI and automation to streamline planning and reporting
• Detail oriented and a strong steward of quality outcomes
• Strong organizational skills, with the ability to turn ambiguity into structure
• Clear written and verbal communication — able to translate complex data and plans into concise recommendations
• Comfort working across multiple teams and managing several priorities at once

What You’ll Gain

• A strong foundation in portfolio planning, capacity modeling, and delivery orchestration at scale
• Exposure to the high-visibility workstreams
• Insight into how we build and bring rating programs to market
• A broad view of the auto product and pricing ecosystem
• Relationships and exposure across the organization (e.g., State Management, Technology, Data Science)
• Project and stakeholder management experience
• Foundational product and pricing knowledge to set you up for future roles in Product

Qualifications

• Bachelor’s degree in Mathematics, Statistics, Finance, Economics or Insurance preferred; or equivalent experience
• Approx 5 or more years related work experience
• Knowledge of insurance principles and concepts required
• Advanced analytical/problem solving and research skills
• Effective communication skills for writing reports/proposals and making presentations
• Ability to work independently and lead others during projects
• Knowledge of the business practices and processes
• Proficiency with spreadsheets and data base software

About Us

Pay Philosophy:

The typical starting salary range for this role is determined by a number of factors including skills, experience, education, certifications and location. The full salary range for this role reflects the competitive labor market value for all employees in these positions across the national market and provides an opportunity to progress as employees grow and develop within the role. Some roles at Liberty Mutual have a corresponding compensation plan which may include commission and/or bonus earnings at rates that vary based on multiple factors set forth in the compensation plan for the role.

At Liberty Mutual, our goal is to create a workplace where everyone feels valued, supported, and can thrive. We build an environment that welcomes a wide range of perspectives and experiences, with inclusion embedded in every aspect of our culture and reflected in everyday interactions. This comes to life through comprehensive benefits, workplace flexibility, professional development opportunities, and a host of opportunities provided through our Employee Resource Groups. Each employee plays a role in creating our inclusive culture, which supports every individual to do their best work. Together, we cultivate a community where everyone can make a meaningful impact for our business, our customers, and the communities we serve.

We value your hard work, integrity and commitment to make things better, and we put people first by offering you benefits that support your life and well-being. To learn more about our benefit offerings please visit: https://www.libertymutualgroup.com/about-lm/careers/benefits

Liberty Mutual is an equal opportunity employer. We will not tolerate discrimination on the basis of race, color, national origin, sex, sexual orientation, gender identity, religion, age, disability, veteran's status, pregnancy, genetic information or on any basis prohibited by federal, state or local law.

Fair Chance Notices

• California
• Los Angeles Incorporated
• Los Angeles Unincorporated
• Philadelphia
• San Francisco