Portfolio Solutions Specialist
for section headings. Use - for lists. Use
for prose.
We must include only sections with real specific content. Avoid filler like "commensurate with experience". We have specific pay ranges, so include Pay.
We must not include boilerplate like EEO, legal, etc. Remove duplicated lines.
We need to preserve all substantive information. Let's extract:
- Role: Portfolio Solutions Specialist, supports operation, oversight, onboarding, performance management of delegated authority portfolios, focus on index business and complex MGA relationships. Hybrid role situated either in office in O’Fallon, MO, Alpharetta, GA OR Chicago, IL.
- Team: dynamic Portfolio Solutions team in North America, manage and oversee delegated authority portfolios across multiple lines of business. Partners with underwriting, claims, compliance, finance, actuarial, operations, external MGA partners to support onboarding, governance, portfolio monitoring, reporting, operational excellence.
- Impact: supports onboarding, ongoing management, portfolio monitoring of highly complex delegated authority facilities and MGA relationships across North America. Requires strong project management and organizational capabilities, coordinating cross-functional activities across Underwriting, Compliance, Legal, Finance, Operations, Claims, Reinsurance, and external MGA partners. Manage multiple workstreams, timelines, dependencies, deliverables to ensure new facilities onboarded and existing portfolios governed and monitored. Ideal candidate: strong understanding of commercial insurance and underwriting fundamentals, delegated authority structures, risk management, ability to drive complex initiatives forward through stakeholders who may not directly report.
- Specific Responsibilities (list):
* Complex Facility & MGA Onboarding
- Coordinate end-to-end onboarding of complex delegated authority facilities and MGA relationships.
- Develop and manage project plans, timelines, milestones, dependencies, outstanding actions.
- Coordinate activities across Underwriting, Compliance, Legal, Finance, Operations, Claims, Reinsurance, and other stakeholders.
- Proactively drive follow-ups and escalate risks, delays, or barriers that could impact successful implementation.
- Manage multiple facilities and competing priorities simultaneously while maintaining visibility into critical deadlines.
* Portfolio Monitoring & Governance
- Support ongoing monitoring and governance of assigned delegated authority portfolios.
- Monitor portfolio performance, premium development, claims activity, exposures, authority utilization, and other key indicators.
- Partner with Underwriting to understand portfolio performance, underwriting considerations, and potential areas of risk.
- Identify emerging issues, trends, or deviations requiring further review and escalate appropriately.
- Support periodic portfolio reviews and leadership reporting.
* Cross-Functional Project Management
- Serve as central point of coordination for complex initiatives involving multiple internal and external stakeholders.
- Drive accountability for deliverables and timelines, including with stakeholders who do not directly report to Portfolio Solutions.
- Coordinate due diligence, compliance, governance, operational readiness, and other requirements throughout the lifecycle of a facility.
- Maintain clear documentation and reporting of project status, risks, decisions, and outstanding actions.
* Operational Coordination
- Partner with Operations and other teams to support premium and claims booking, bordereaux processing, and reporting requirements.
- Coordinate resolution of data or operational issues impacting portfolio monitoring or reporting.
- Ensure operational requirements and dependencies are understood and incorporated into overall facility management.
- What You'll Bring To The Role (Qualifications/Skills):
* 5+ years of commercial insurance experience, preferably involving delegated authority, programs, MGAs, underwriting operations, or portfolio management.
* Strong understanding of commercial underwriting fundamentals, risk assessment, and risk mitigation concepts; direct underwriting experience beneficial but not required.
* Demonstrated project management experience coordinating complex initiatives across multiple functions.
* Strong understanding of MGA/carrier relationships and delegated authority structures.
* Ability to independently manage multiple workstreams, deadlines, and competing priorities.
* Strong stakeholder management skills with confidence to drive action, follow up, challenge appropriately, and escalate when necessary.
* Experience with portfolio monitoring, performance reporting, and identifying emerging risks or issues.
* Strong analytical, organizational, and problem-solving capabilities.
* Ability to operate effectively in a fast-paced environment where priorities and requirements continue to evolve.
* Basic understanding of artificial intelligence (AI) and its potential applications in business is essential.
- Pay: The annualized base pay range for this role is $78,909 - $119,255 for O’Fallon MO and $87,545 - $132,236 for Chicago, IL or Alpharetta, GA. The annual base salary range represents a nationwide market range. The actual salary may be above and will be determined by factors including scope, complexity, location, skills, education, training, credentials, experience. Base pay is just one component of the AzC total compensation package. As part of comprehensive compensation and highly rated benefits programs, employees are also eligible for annual performance-based cash incentive awards.
- Benefits: hybrid working model, flexible working arrangements, generous bonus scheme and pension, private healthcare, generous parental leave benefits, support for flexible working, health and wellbeing, helping people return from career breaks, opportunities to be engaged in shaping a future that is safe, inclusive and sustainable, lifelong learning, digital learning programs, international career mobility, environment fostering innovation, delivery, empowerment.
- Schedule: hybrid role, hybrid working model, flexible working arrangements, location options O'Fallon MO, Alpharetta GA, Chicago IL.
We must not include boilerplate like "Applicants must be legally authorized to work in the United States without the need for current or future employment-based sponsorship." That's substantive? It's a requirement. Should we include? It's a requirement for eligibility. It's substantive. Should we include under Requirements? Could be part of Qualifications. We'll include as a bullet under Requirements.
Also "We are unable to sponsor or take over sponsorship of employment visas at this time, nor can we guarantee future sponsorship." That's also a requirement.
Also "106267 | Underwriting | Professional | Allianz Commercial | Full-Time | Permanent" - that's metadata, we can drop or fold into short p. The instruction: do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short
or drop it. So we can include a short p with that info maybe.
We must not include duplicated lines, cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate. The later part includes EEO statements, disability accommodation, recruitment agencies, etc. Those are boilerplate; we should remove them.
Thus final HTML: sections: About the Role (maybe combine role description, team, impact). Could have sections: About the Role, Responsibilities, Qualifications, Benefits, Pay, Schedule. Use
for each.
Inside each section, use
for prose,
- for lists.
We must not repeat job title as heading. So no heading with "Portfolio Solutions Specialist". Good.
Let's craft.
First, maybe a short p for metadata: "
Job ID: 106267 | Underwriting | Professional | Allianz Commercial | Full-Time | Permanent
" but that's minor metadata; we can include as a p before sections.
Then sections:
About the Role
We are looking for a Portfolio Solutions Specialist to join our Portfolio Solutions team. This role will support the operation, oversight, onboarding, and performance management of delegated authority portfolios, with a focus on index business and complex MGA relationships. This will be a hybrid role situated either in our office in O’Fallon, MO, Alpharetta, GA or Chicago, IL.
Join our dynamic Portfolio Solutions team in North America, where we manage and oversee delegated authority portfolios across multiple lines of business. The team partners closely with underwriting, claims, compliance, finance, actuarial, operations, and external MGA partners to support onboarding, governance, portfolio monitoring, reporting, and operational excellence.
The Portfolio Solutions Specialist supports the onboarding, ongoing management, and portfolio monitoring of highly complex delegated authority facilities and MGA relationships across North America. This role requires strong project management and organizational capabilities, with responsibility for coordinating cross-functional activities across Underwriting, Compliance, Legal, Finance, Operations, Claims, Reinsurance, and external MGA partners. The Specialist will manage multiple workstreams, timelines, dependencies, and deliverables to ensure new facilities are successfully onboarded and existing portfolios are effectively governed and monitored. The ideal candidate has a strong understanding of commercial insurance and underwriting fundamentals, delegated authority structures, and risk management, combined with the ability to drive complex initiatives forward through stakeholders who may not directly report to them.
Responsibilities
- Complex Facility & MGA Onboarding
- Coordinate the end-to-end onboarding of complex delegated authority facilities and MGA relationships.
- Develop and manage project plans, timelines, milestones, dependencies, and outstanding actions.
- Coordinate activities across Underwriting, Compliance, Legal, Finance, Operations, Claims, Reinsurance, and other stakeholders.
- Proactively drive follow-ups and escalate risks, delays, or barriers that could impact successful implementation.
- Manage multiple facilities and competing priorities simultaneously while maintaining visibility into critical deadlines.
- Portfolio Monitoring & Governance
- Support ongoing monitoring and governance of assigned delegated authority portfolios.
- Monitor portfolio performance, premium development, claims activity, exposures, authority utilization, and other key indicators.
- Partner with Underwriting to understand portfolio performance, underwriting considerations, and potential areas of risk.
- Identify emerging issues, trends, or deviations requiring further review and escalate appropriately.
- Support periodic portfolio reviews and leadership reporting.
- Cross-Functional Project Management
- Serve as a central point of coordination for complex initiatives involving multiple internal and external stakeholders.
- Drive accountability for deliverables and timelines, including with stakeholders who do not directly report to Portfolio Solutions.
- Coordinate due diligence, compliance, governance, operational readiness, and other requirements throughout the lifecycle of a facility.
- Maintain clear documentation and reporting of project status, risks, decisions, and outstanding actions.
- Operational Coordination
- Partner with Operations and other teams to support premium and claims booking, bordereaux processing, and reporting requirements.
- Coordinate resolution of data or operational issues impacting portfolio monitoring or reporting.
- Ensure operational requirements and dependencies are understood and incorporated into overall facility management.
Qualifications
- 5+ years of commercial insurance experience, preferably involving delegated authority, programs, MGAs, underwriting operations, or portfolio management.
- Strong understanding of commercial underwriting fundamentals, risk assessment, and risk mitigation concepts
for prose. We must include only sections with real specific content. Avoid filler like "commensurate with experience". We have specific pay ranges, so include Pay. We must not include boilerplate like EEO, legal, etc. Remove duplicated lines. We need to preserve all substantive information. Let's extract: - Role: Portfolio Solutions Specialist, supports operation, oversight, onboarding, performance management of delegated authority portfolios, focus on index business and complex MGA relationships. Hybrid role situated either in office in O’Fallon, MO, Alpharetta, GA OR Chicago, IL. - Team: dynamic Portfolio Solutions team in North America, manage and oversee delegated authority portfolios across multiple lines of business. Partners with underwriting, claims, compliance, finance, actuarial, operations, external MGA partners to support onboarding, governance, portfolio monitoring, reporting, operational excellence. - Impact: supports onboarding, ongoing management, portfolio monitoring of highly complex delegated authority facilities and MGA relationships across North America. Requires strong project management and organizational capabilities, coordinating cross-functional activities across Underwriting, Compliance, Legal, Finance, Operations, Claims, Reinsurance, and external MGA partners. Manage multiple workstreams, timelines, dependencies, deliverables to ensure new facilities onboarded and existing portfolios governed and monitored. Ideal candidate: strong understanding of commercial insurance and underwriting fundamentals, delegated authority structures, risk management, ability to drive complex initiatives forward through stakeholders who may not directly report. - Specific Responsibilities (list): * Complex Facility & MGA Onboarding - Coordinate end-to-end onboarding of complex delegated authority facilities and MGA relationships. - Develop and manage project plans, timelines, milestones, dependencies, outstanding actions. - Coordinate activities across Underwriting, Compliance, Legal, Finance, Operations, Claims, Reinsurance, and other stakeholders. - Proactively drive follow-ups and escalate risks, delays, or barriers that could impact successful implementation. - Manage multiple facilities and competing priorities simultaneously while maintaining visibility into critical deadlines. * Portfolio Monitoring & Governance - Support ongoing monitoring and governance of assigned delegated authority portfolios. - Monitor portfolio performance, premium development, claims activity, exposures, authority utilization, and other key indicators. - Partner with Underwriting to understand portfolio performance, underwriting considerations, and potential areas of risk. - Identify emerging issues, trends, or deviations requiring further review and escalate appropriately. - Support periodic portfolio reviews and leadership reporting. * Cross-Functional Project Management - Serve as central point of coordination for complex initiatives involving multiple internal and external stakeholders. - Drive accountability for deliverables and timelines, including with stakeholders who do not directly report to Portfolio Solutions. - Coordinate due diligence, compliance, governance, operational readiness, and other requirements throughout the lifecycle of a facility. - Maintain clear documentation and reporting of project status, risks, decisions, and outstanding actions. * Operational Coordination - Partner with Operations and other teams to support premium and claims booking, bordereaux processing, and reporting requirements. - Coordinate resolution of data or operational issues impacting portfolio monitoring or reporting. - Ensure operational requirements and dependencies are understood and incorporated into overall facility management. - What You'll Bring To The Role (Qualifications/Skills): * 5+ years of commercial insurance experience, preferably involving delegated authority, programs, MGAs, underwriting operations, or portfolio management. * Strong understanding of commercial underwriting fundamentals, risk assessment, and risk mitigation concepts; direct underwriting experience beneficial but not required. * Demonstrated project management experience coordinating complex initiatives across multiple functions. * Strong understanding of MGA/carrier relationships and delegated authority structures. * Ability to independently manage multiple workstreams, deadlines, and competing priorities. * Strong stakeholder management skills with confidence to drive action, follow up, challenge appropriately, and escalate when necessary. * Experience with portfolio monitoring, performance reporting, and identifying emerging risks or issues. * Strong analytical, organizational, and problem-solving capabilities. * Ability to operate effectively in a fast-paced environment where priorities and requirements continue to evolve. * Basic understanding of artificial intelligence (AI) and its potential applications in business is essential. - Pay: The annualized base pay range for this role is $78,909 - $119,255 for O’Fallon MO and $87,545 - $132,236 for Chicago, IL or Alpharetta, GA. The annual base salary range represents a nationwide market range. The actual salary may be above and will be determined by factors including scope, complexity, location, skills, education, training, credentials, experience. Base pay is just one component of the AzC total compensation package. As part of comprehensive compensation and highly rated benefits programs, employees are also eligible for annual performance-based cash incentive awards. - Benefits: hybrid working model, flexible working arrangements, generous bonus scheme and pension, private healthcare, generous parental leave benefits, support for flexible working, health and wellbeing, helping people return from career breaks, opportunities to be engaged in shaping a future that is safe, inclusive and sustainable, lifelong learning, digital learning programs, international career mobility, environment fostering innovation, delivery, empowerment. - Schedule: hybrid role, hybrid working model, flexible working arrangements, location options O'Fallon MO, Alpharetta GA, Chicago IL. We must not include boilerplate like "Applicants must be legally authorized to work in the United States without the need for current or future employment-based sponsorship." That's substantive? It's a requirement. Should we include? It's a requirement for eligibility. It's substantive. Should we include under Requirements? Could be part of Qualifications. We'll include as a bullet under Requirements. Also "We are unable to sponsor or take over sponsorship of employment visas at this time, nor can we guarantee future sponsorship." That's also a requirement. Also "106267 | Underwriting | Professional | Allianz Commercial | Full-Time | Permanent" - that's metadata, we can drop or fold into short p. The instruction: do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short
or drop it. So we can include a short p with that info maybe. We must not include duplicated lines, cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate. The later part includes EEO statements, disability accommodation, recruitment agencies, etc. Those are boilerplate; we should remove them. Thus final HTML: sections: About the Role (maybe combine role description, team, impact). Could have sections: About the Role, Responsibilities, Qualifications, Benefits, Pay, Schedule. Use
for each. Inside each section, use
for prose,
- for lists.
We must not repeat job title as heading. So no heading with "Portfolio Solutions Specialist". Good.
Let's craft.
First, maybe a short p for metadata: "
Job ID: 106267 | Underwriting | Professional | Allianz Commercial | Full-Time | Permanent
" but that's minor metadata; we can include as a p before sections. Then sections:About the Role
We are looking for a Portfolio Solutions Specialist to join our Portfolio Solutions team. This role will support the operation, oversight, onboarding, and performance management of delegated authority portfolios, with a focus on index business and complex MGA relationships. This will be a hybrid role situated either in our office in O’Fallon, MO, Alpharetta, GA or Chicago, IL.
Join our dynamic Portfolio Solutions team in North America, where we manage and oversee delegated authority portfolios across multiple lines of business. The team partners closely with underwriting, claims, compliance, finance, actuarial, operations, and external MGA partners to support onboarding, governance, portfolio monitoring, reporting, and operational excellence.
The Portfolio Solutions Specialist supports the onboarding, ongoing management, and portfolio monitoring of highly complex delegated authority facilities and MGA relationships across North America. This role requires strong project management and organizational capabilities, with responsibility for coordinating cross-functional activities across Underwriting, Compliance, Legal, Finance, Operations, Claims, Reinsurance, and external MGA partners. The Specialist will manage multiple workstreams, timelines, dependencies, and deliverables to ensure new facilities are successfully onboarded and existing portfolios are effectively governed and monitored. The ideal candidate has a strong understanding of commercial insurance and underwriting fundamentals, delegated authority structures, and risk management, combined with the ability to drive complex initiatives forward through stakeholders who may not directly report to them.
Responsibilities
- Complex Facility & MGA Onboarding
- Coordinate the end-to-end onboarding of complex delegated authority facilities and MGA relationships.
- Develop and manage project plans, timelines, milestones, dependencies, and outstanding actions.
- Coordinate activities across Underwriting, Compliance, Legal, Finance, Operations, Claims, Reinsurance, and other stakeholders.
- Proactively drive follow-ups and escalate risks, delays, or barriers that could impact successful implementation.
- Manage multiple facilities and competing priorities simultaneously while maintaining visibility into critical deadlines.
- Portfolio Monitoring & Governance
- Support ongoing monitoring and governance of assigned delegated authority portfolios.
- Monitor portfolio performance, premium development, claims activity, exposures, authority utilization, and other key indicators.
- Partner with Underwriting to understand portfolio performance, underwriting considerations, and potential areas of risk.
- Identify emerging issues, trends, or deviations requiring further review and escalate appropriately.
- Support periodic portfolio reviews and leadership reporting.
- Cross-Functional Project Management
- Serve as a central point of coordination for complex initiatives involving multiple internal and external stakeholders.
- Drive accountability for deliverables and timelines, including with stakeholders who do not directly report to Portfolio Solutions.
- Coordinate due diligence, compliance, governance, operational readiness, and other requirements throughout the lifecycle of a facility.
- Maintain clear documentation and reporting of project status, risks, decisions, and outstanding actions.
- Operational Coordination
- Partner with Operations and other teams to support premium and claims booking, bordereaux processing, and reporting requirements.
- Coordinate resolution of data or operational issues impacting portfolio monitoring or reporting.
- Ensure operational requirements and dependencies are understood and incorporated into overall facility management.
Qualifications
- 5+ years of commercial insurance experience, preferably involving delegated authority, programs, MGAs, underwriting operations, or portfolio management.
- Strong understanding of commercial underwriting fundamentals, risk assessment, and risk mitigation concepts
- Complex Facility & MGA Onboarding