Senior Portfolio Manager

Insight Global; Chicago (IL); On-site; USD 85,000 - 110,000; Full time

Job summary

A leading staffing firm is seeking a Senior Portfolio Manager in Chicago to oversee the administration of insurance and reinsurance accounts. The successful candidate will manage contracts, process claims, and handle cash flow activities while mentoring junior team members. The ideal applicant will have over 5 years of experience in the insurance industry and demonstrate advanced analytical and MS Office skills, particularly in Excel and Power Query.

Qualifications

• 5+ years of experience in the insurance or reinsurance industry.
• Advanced knowledge of MS Excel and Power Query is required.
• Strong analytical skills and accuracy with data.

Responsibilities

• Manage the full administration of reinsurance/insurance accounts.
• Process and reconcile accounts and claims.
• Oversee an independent portfolio of medium to complex accounts.

Skills

Accounting and underwriting assistance

Advanced MS Office skills

Advanced analytical skills

Communication and collaboration

Problem solving skills

Tools

MS Excel

Power Query

Business Objects

Power BI

Tableau

Job description

Insight Global is hiring a Senior Portfolio Manager for one of our largest reinsurance clients. The Portfolio Manager will oversee the administration of insurance and/or reinsurance accounts and contracts. Establishing and maintaining contractual data, processing the insurance and/or reinsurance account bookings, claims handling and manage the related cash flow. The Senior Portfolio Manager will also supports the underwriters in administrative activities related to the underwriting process.

Roles and Responsibilities

• Manage the full administration of reinsurance/insurance accounts, including entering and updating contracts, Terms & Conditions, and ensuring accuracy across underwriting and accounting systems.
• Process and reconcile accounts and claims, investigate discrepancies with stakeholders (underwriters, claims experts, brokers, cedents), and maintain complete documentation in the DMS.
• Oversee an independent portfolio of medium to complex accounts, resolve complex issues, and provide mentorship and knowledge‑sharing support to junior team members.
• Handle all cashflow activities such as client bank account setup, incoming/outgoing payments, monitoring open balances, and performing required Internal Control System (ICS) checks.
• Ensure compliance with sanctions/embargo guidelines, support audit requirements, analyze client account data, produce reports for stakeholders, and maintain strong communication through internal and external meetings.

Must Haves:

• 5+ years of experience in accounting and underwriting assistance and/or controlling within the insurance or reinsurance industry
• Advanced MS Office skills (focus on MS Excel and Power Query)
• Advanced analytical skills and accuracy
• Strong communication and team collaboration skills with both internal and external stakeholders and team members
• Strong problem solving skills and flexibility/adaptability to changes

Plusses:

• Business Objects skills (SAP Business Objects/ SAP BO)
• Experience working with Power Bi and/or Tableau