Portfolio Solutions Specialist
Allianz Commercial · Alpharetta, GA · 1 mo ago
Hybrid$79k–$119k/yrFull-time
We need to produce HTML fragment with sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Use for each heading only if content present. No job title heading. No Job ID etc. Remove boilerplate. Keep substantive info.
We need to parse the posting.
Key info:
- Role: Portfolio Solutions Specialist (but we don't repeat as heading)
- Hybrid role situated either in office in O’Fallon, MO, Alpharetta, GA OR Chicago, IL.
- Team description: 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, external MGA partners. Manage multiple workstreams, timelines, dependencies, deliverables to ensure new facilities onboarded and existing portfolios governed and monitored. Ideal candidate has 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, other stakeholders.
- Proactively drive follow-ups and escalate risks, delays, 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, other key indicators.
- Partner with Underwriting to understand portfolio performance, underwriting considerations, 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 lifecycle of a facility.
- Maintain clear documentation and reporting of project status, risks, decisions, outstanding actions.
- Operational Coordination:
- Partner with Operations and other teams to support premium and claims booking, bordereaux processing, 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 (requirements/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, competing priorities.
- Strong stakeholder management skills with confidence to drive action, follow up, challenge appropriately, escalate when necessary.
- Experience with portfolio monitoring, performance reporting, and identifying emerging risks or issues.
- Strong analytical, organizational, problem-solving capabilities.
- Ability to operate effectively in fast-paced environment where priorities and requirements continue to evolve.
- A 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. The base pay is just one component of the AzC total compensation package. As part of comprehensive compensation and highly rated benefits programs, employees also eligible for annual performance-based cash incentive awards.
Benefits: The "What’s in it for you?" section includes many bullet-like paragraphs: Let’s Care About Everything That Makes You, You (inclusive environment, hybrid working model, flexible working arrangements). Let’s care for your financial wellbeing (great compensation and benefits package, generous bonus scheme and pension). Let’s care for your opportunities to progress (career development, digital learning programs, international career mobility, lifelong learning, innovation, delivery, empowerment). Let’s care for life’s twists and turns (support for flexible working, health and wellbeing including private healthcare and generous parental leave benefits, helping people return from career breaks). Let’s care for our society and our planet (opportunities to be engaged in shaping a future safe, inclusive, sustainable). Also mention Allianz Commercial description. Also mention equal opportunity statement etc. But we need to include Benefits section only if posting actually states them. It does mention benefits: hybrid working model, flexible working arrangements, generous bonus scheme, pension, career development, digital learning programs, international career mobility, lifelong learning, private healthcare, generous parental leave benefits, support for flexible working, health and wellbeing, etc. So we can create a Benefits section summarizing those points as list items.
Schedule: Not explicitly stated besides hybrid role (situated either in office ...). It mentions hybrid working model, flexible working arrangements. No explicit schedule like full-time, but earlier we saw "Full-Time | Permanent" in metadata line: "106267 | Underwriting | Professional | Allianz Commercial | Full-Time | Permanent". That's metadata we should drop (Job ID etc). However the posting includes "Full-Time | Permanent" as part of a line after the metadata. Should we consider that as schedule info? It says Full-Time. That is schedule info. We can include Schedule section with "Full-Time". However we need to avoid repeating job title. The line "106267 | Underwriting | Professional | Allianz Commercial | Full-Time | Permanent" includes Full-Time and Permanent. We can extract Full-Time as schedule. Permanent is employment type maybe not needed. We'll include Schedule: Full-Time.
We should not include metadata like Job ID, Underwriting, Professional, Allianz Commercial. So we drop that line.
Now we need to decide sections: About the role (intro), Responsibilities (list), Requirements (maybe combine qualifications and skills?), Qualifications, Skills, Benefits, Pay, Schedule.
We need to avoid thin sections. Could combine Requirements and Qualifications? But instructions: use headings for those categories if content present. We have content for Requirements (experience, understanding), Qualifications (maybe education? not given), Skills (project management, stakeholder management, analytical, AI understanding). We could separate.
But we must not create sections with filler like "not specified". So we need to ensure each heading has substantive content.
Let's extract:
About the role: Could be first paragraph: "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." plus team description and impact maybe. But we might put team description under About the role as well. However we have separate sections for Responsibilities etc. So About the role could be a brief overview: role purpose, location, team context.
Responsibilities: list of duties (the four categories). We'll combine into a single
for each heading only if content present. No job title heading. No Job ID etc. Remove boilerplate. Keep substantive info.
We need to parse the posting.
Key info:
- Role: Portfolio Solutions Specialist (but we don't repeat as heading)
- Hybrid role situated either in office in O’Fallon, MO, Alpharetta, GA OR Chicago, IL.
- Team description: 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, external MGA partners. Manage multiple workstreams, timelines, dependencies, deliverables to ensure new facilities onboarded and existing portfolios governed and monitored. Ideal candidate has 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, other stakeholders.
- Proactively drive follow-ups and escalate risks, delays, 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, other key indicators.
- Partner with Underwriting to understand portfolio performance, underwriting considerations, 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 lifecycle of a facility.
- Maintain clear documentation and reporting of project status, risks, decisions, outstanding actions.
- Operational Coordination:
- Partner with Operations and other teams to support premium and claims booking, bordereaux processing, 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 (requirements/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, competing priorities.
- Strong stakeholder management skills with confidence to drive action, follow up, challenge appropriately, escalate when necessary.
- Experience with portfolio monitoring, performance reporting, and identifying emerging risks or issues.
- Strong analytical, organizational, problem-solving capabilities.
- Ability to operate effectively in fast-paced environment where priorities and requirements continue to evolve.
- A 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. The base pay is just one component of the AzC total compensation package. As part of comprehensive compensation and highly rated benefits programs, employees also eligible for annual performance-based cash incentive awards.
Benefits: The "What’s in it for you?" section includes many bullet-like paragraphs: Let’s Care About Everything That Makes You, You (inclusive environment, hybrid working model, flexible working arrangements). Let’s care for your financial wellbeing (great compensation and benefits package, generous bonus scheme and pension). Let’s care for your opportunities to progress (career development, digital learning programs, international career mobility, lifelong learning, innovation, delivery, empowerment). Let’s care for life’s twists and turns (support for flexible working, health and wellbeing including private healthcare and generous parental leave benefits, helping people return from career breaks). Let’s care for our society and our planet (opportunities to be engaged in shaping a future safe, inclusive, sustainable). Also mention Allianz Commercial description. Also mention equal opportunity statement etc. But we need to include Benefits section only if posting actually states them. It does mention benefits: hybrid working model, flexible working arrangements, generous bonus scheme, pension, career development, digital learning programs, international career mobility, lifelong learning, private healthcare, generous parental leave benefits, support for flexible working, health and wellbeing, etc. So we can create a Benefits section summarizing those points as list items.
Schedule: Not explicitly stated besides hybrid role (situated either in office ...). It mentions hybrid working model, flexible working arrangements. No explicit schedule like full-time, but earlier we saw "Full-Time | Permanent" in metadata line: "106267 | Underwriting | Professional | Allianz Commercial | Full-Time | Permanent". That's metadata we should drop (Job ID etc). However the posting includes "Full-Time | Permanent" as part of a line after the metadata. Should we consider that as schedule info? It says Full-Time. That is schedule info. We can include Schedule section with "Full-Time". However we need to avoid repeating job title. The line "106267 | Underwriting | Professional | Allianz Commercial | Full-Time | Permanent" includes Full-Time and Permanent. We can extract Full-Time as schedule. Permanent is employment type maybe not needed. We'll include Schedule: Full-Time.
We should not include metadata like Job ID, Underwriting, Professional, Allianz Commercial. So we drop that line.
Now we need to decide sections: About the role (intro), Responsibilities (list), Requirements (maybe combine qualifications and skills?), Qualifications, Skills, Benefits, Pay, Schedule.
We need to avoid thin sections. Could combine Requirements and Qualifications? But instructions: use headings for those categories if content present. We have content for Requirements (experience, understanding), Qualifications (maybe education? not given), Skills (project management, stakeholder management, analytical, AI understanding). We could separate.
But we must not create sections with filler like "not specified". So we need to ensure each heading has substantive content.
Let's extract:
About the role: Could be first paragraph: "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." plus team description and impact maybe. But we might put team description under About the role as well. However we have separate sections for Responsibilities etc. So About the role could be a brief overview: role purpose, location, team context.
Responsibilities: list of duties (the four categories). We'll combine into a single with items maybe grouped? Could also have subheadings but not allowed; only for section headings. So we can just list all responsibilities as
- items.
Requirements: maybe the "What You'll Bring To The Role" bullet points that are experience/knowledge: 5+ years commercial insurance experience, strong understanding of commercial underwriting fundamentals, risk assessment, mitigation; direct underwriting experience beneficial; demonstrated project management experience; strong understanding of MGA/carrier relationships and delegated authority structures; ability to independently manage multiple workstreams, deadlines, competing priorities; strong stakeholder management skills; experience with portfolio monitoring, performance reporting, identifying emerging risks; strong analytical, organizational, problem-solving capabilities; ability to operate effectively in fast-paced environment; basic understanding of AI essential.
Qualifications: maybe education? Not given. Could skip Qualifications if no specific content. But we need to avoid empty headings. So we may omit Qualifications.
Skills: Could be overlapping with requirements. But we could separate: Skills: project management, stakeholder management, analytical, organizational, problem-solving, AI understanding. However that duplicates. Better to combine Requirements and Skills into one section? But instructions: use headings for those categories if content present. We could have Requirements (experience and knowledge) and Skills (specific abilities). Let's try.
Requirements: 5+ years commercial insurance experience, strong understanding of commercial underwriting fundamentals, risk assessment, mitigation; direct underwriting experience beneficial; demonstrated project management experience coordinating complex initiatives across multiple functions; strong understanding of MGA/carrier relationships and delegated authority structures.
Skills: Ability to independently manage multiple workstreams, deadlines, competing priorities; strong stakeholder management skills; experience with portfolio monitoring, performance reporting, identifying emerging risks; strong analytical, organizational, problem-solving capabilities; ability to operate effectively in fast-paced environment; basic understanding of AI essential.
Benefits: list items from "What’s in it for you?" section.
Pay: include the salary ranges.
Schedule: Full-Time.
Now we need to ensure we don't include boilerplate like EEO, equal opportunity, scam warning, navigation, cookie, legal, duplicated lines, application instructions. We must remove those. The posting includes a lot of boilerplate at the end: "Applicants must be legally authorized to work in the United States without the need for current or future employment-based sponsorship. We are unable to sponsor or take over sponsorship of employment visas at this time, nor can we guarantee future sponsorship." That's not exactly EEO but it's about work authorization; could be considered boilerplate but it's substantive? It's a requirement about work authorization. Might be considered a requirement. However it's typical boilerplate. The instruction says remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate. Work authorization might be considered legal? Probably remove. Also the line "106267 | Underwriting | Professional | Allianz Commercial | Full-Time | Permanent" we drop. Also the repeated "Learn more about careers at Allianz Commercial by clicking here." etc. Remove.
Also the sections about "Let’s care for our society and our planet" etc are benefits, keep.
Now craft HTML.
We'll produce:
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. 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.
Responsibilities
- Coordinate the end-to-end onboarding of complex delegated authority facilities and MGA relationships
for section headings. So we can just list all responsibilities as
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. 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.
Responsibilities
- Coordinate the end-to-end onboarding of complex delegated authority facilities and MGA relationships