Portfolio Solutions Specialist

About the role

We are looking for a Portfolio Solutions Specialist to join our team. This will be a hybrid role based in O’Fallon, MO, Chicago, IL, Alpharetta, GA or New York, NY.

Responsibilities

• Join our dynamic Portfolio Solutions team in North America, where we manage and oversee complex delegated authority portfolios across multiple lines of business.
• Partner closely with underwriting, operations, finance, legal, compliance, and reinsurance stakeholders to support the onboarding, governance, monitoring, and profitability oversight of sophisticated MGA programs.
• Build scalable operational frameworks, deliver executive-level portfolio insights, and support the continued growth of complex delegated authority business across North America.
• Reporting to the Regional Head of Portfolio Solutions and Delegated Authority in North America, this role will play a critical role in supporting highly complex, multi-line delegated authority programs.
• Support onboarding activities, monitor onboarding progress, operational readiness, and governance requirements for new MGA facilities.
• Track portfolio activity, performance metrics, and operational milestones across assigned programs.
• Support ongoing monitoring of portfolio profitability, premium activity, claims trends, and operational performance.
• Aid in the development of executive-level reporting and portfolio dashboards.
• Identify emerging concerns, operational gaps, or reporting inconsistencies and escalate appropriately.
• Coordinate closely with underwriting, operations, finance, legal, compliance, claims, and external MGA partners.
• Drive follow-up actions and maintain accountability across multiple stakeholders.
• Support collection and tracking of compliance requirements, due diligence items, onboarding materials, and governance documentation.
• Support coordination of bordereaux submissions and operational reporting processes.
• Partner with operations and data teams to support booking and reporting activities.
• Help manage evolving operational complexities across multi-line facilities.

Requirements

The ideal candidate brings strong project management capability, delegated authority experience, operational discipline, and an understanding of underwriting operations, portfolio monitoring, and risk mitigation concepts.

Qualifications

• 5–7+ years of insurance industry experience.
• Strong understanding of delegated authority structures and MGA/carrier relationships.
• Understanding of underwriting operations, portfolio monitoring, and risk mitigation concepts.
• Experience supporting complex, multi-line insurance programs preferred.
• Strong project management and organizational skills with ability to manage multiple concurrent workstreams.
• Ability to operate effectively in fast-paced, evolving environments with shifting priorities.
• Strong communication and stakeholder management skills.
• Experience coordinating across underwriting, operations, compliance, finance, and external partners.
• Strong analytical and problem-solving mindset.
• Excel and reporting experience preferred.
• Ability to utilize AI tools to support day-to-day tasks, improve efficiency, and contribute to data-driven decision-making.

  Benefits

  The annualized base pay range for this role is $78,909 to $119,255 for O’Fallon, MO, $107,913 - $132,236 for Chicago & Alpharetta and $101,364 - $153,200 for New York.

  The actual salary for this position may be above and will be determined by a number of factors, including the scope, complexity and location of the role, the skills, education, training, credentials and experience of the candidate.

  The base pay is just one component of the AzC total compensation package. As part of our comprehensive compensation and highly rated benefits programs, employees are also eligible for annual performance-based cash incentive awards.