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

• Support onboarding and ongoing management of highly complex delegated authority facilities across multiple lines of business
• Coordinate timelines, deliverables, and dependencies across internal and external stakeholders
• Maintain 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

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
• 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

Skills

• 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 annual base salary range represents a nationwide market range. 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.

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. The annual base salary range represents a nationwide market range. 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.

Schedule

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