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

• 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.
• Effective 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.

Qualifications

• 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.
• Effective 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.

Skills

• Project Management
• Delegated Authority Experience
• Operational Discipline
• Underwriting Operations Knowledge
• Portfolio Monitoring Skills
• Risk Mitigation Concepts

Benefits

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.

Pay

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.

Schedule

This role is a hybrid role based in O’Fallon, MO, Chicago, IL, Alpharetta, GA or New York, NY.