Job Details

As the Portfolio Management Leader, you will be responsible for the following:

Responsibilities:

Positioning the portfolio for sustained long-term growth and profitability by:

• Ownership of portfolio health by:

• Partnering with leadership to develop goals and objectives.

• Evaluating results for the portfolio and using individual or collaborative judgment to ensure that profit and growth goals are achieved.

• Analyzing, selecting and profitably pricing coverage for new business and determining terms and conditions for assigned agents within the portfolio.

• Managing portfolio team's underwriting results by tracking key metrics to achieve individual, territory and niche goals.

• Identifying obstacles for achieving portfolio goals, determining root cause, and developing pro-active initiatives to overcome them.

• Monitoring competitive marketplace and industry to identify opportunities and threats requiring strategic adjustments.

• Coordinating with distribution associates on managing the relationships within the portfolio to maximize business opportunities, disseminating corporate initiatives/strategies, resolve issues, and oversee change management.

• Communicating the overall health, stability, and opportunities.

• Provide technical underwriting expertise to other underwriters within assigned portfolio.

• Managing relationships with key distribution partners to drive profitable portfolio growth

• Assessing the needs of the partners to formulate mutually beneficial roadmaps.

• Developing continuous pipeline of new opportunities.

• Analyzing, selecting and profitably pricing coverage for new business and determining terms and conditions for assigned agents within the portfolio.

• Cultivate a High Performing Culture

• Modeling the standard for service and responsiveness for the portfolio team.

• Must be able to clearly and concisely communicate strategy and goals, internally and externally.

• Mentoring support staff and level lower level underwriters throughout their career development.

• Identifying talent development and training needs, facilitating training for the niche, to continually develop underwriting acumen and critical thinking skills.

• Conduct peer audits and approve underwriting decisions (LOAs) for lower authority levels.

• Coordinate the training of new hires and internal promotions by providing continuous mentoring and feedback to foster successful employee development.

• Reviewing, mentoring, and approving referrals for lower authority level associates.

• Leads organizational change as the SME for initiatives or projects.

• Provide backup support for leadership in their absence or during times of increased workload.

• Perform other related work as assigned.

• Competencies and Attributes

• A portfolio management leader must be comfortable with taking ownership of the successes and failures and responsibilities of the team.

• Ability to work autonomously.

• Having strong emotional control will prevent the candidate from reacting and making decisions based on someone else's feelings rather than facts.

• Lead with a competitive attitude will give the candidate the necessary edge to drive performance and profitability.

• Being anticipatory and decisive, prepared but confident, in decision-making without over-thinking.

Qualifications:

• Bachelor's Degree preferred.

• 10- 15 years in the P&C industry.

• In-depth technical knowledge and experience working in Commercial Niche Lines.

• Exceptional understanding of underwriting principles, data analytics or data alignment, concepts and methodologies in a commercial environment.

• Extensive knowledge of commercial rates and pricing to effectively underwrite and attract target business.

• Possess strong team building, coaching and leadership skills.

• Ability to work well independently as well as part of a team.

• Strong oral and written communication skills.

• Computer skills that enable independent management of a variety of programs.

• Superior customer service and business acumen.

• Having or working towards CPCU or CIC.

Compensation:

• $85,200 - $120,000 commensurate with experience, plus bonus eligibility

Benefits:

We are proud to offer a robust benefits suite that includes:

• Competitive base salary plus incentive plans for eligible team members

• 401(K) retirement plan that includes a company match of up to 6% of your eligible salary

• Free basic life and AD&D, long-term disability and short-term disability insurance

• Medical, dental and vision plans to meet your unique healthcare needs

• Wellness incentives

• Generous time off program that includes personal, holiday and volunteer paid time off

• Flexible work schedules and hybrid/remote options for eligible positions

• Educational assistance

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