Job Description
Personal Risk Services, PRS, is seeking a Portfolio Management Specialist who will be responsible for managing portfolio underwriting projects, conducting risk analysis, and partnering with cross functional teams to implement and ensure alignment with underwriting strategies and workflows. This position will report into the Strategic Leader of Custom Solutions.The ideal candidate will possess strong analytical abilities coupled with knowledge of PRS insurance products and a general understanding of the insurance industry and market trends. Additionally, the successful candidate will be driven and motivated by the opportunity to identify and assess a wide range of impactful risks to PRS. They will be responsible for detailed analysis and tactical project execution while navigating competing priorities.
Key Responsibilities
- Support Senior Leadership to evaluate exposures within PRS' portfolio and implement risk mitigation strategies that facilitate profitability while maintaining growth and target market focus
- Collaborate with a wide range of stakeholders (not limited to PRS Senior Leadership, Underwriting, Audit, Product Management, Operations, Risk Consulting, Sales, General Counsel) to refine underwriting strategies, and support processes, workflows, and communications that align with profit, expense, and growth targets for NA PRS
- Manage and present weekly new business and underwriting reports to leadership and Custom management.
- Take lead in multipurpose excel tools that can provide rating, distribution and renewal features.
- Create and deliver monthly, quarterly, and year end reports needed for Regional Sales and Underwriting teams.
- Take lead in reports for a variety of renewal support
- Coordinate and implement assigned projects, ensuring timely delivery and high-quality project deliverables
- Track project implementation needs, issues, and solutions for assigned projects
- Work seamlessly across departments and influence and guide those outside of direct reporting structure
- Ensure a continuous feedback loop with key stakeholder groups to support their understanding of core strategies and make required adjustments following the implementation of a project
- Independently manage low to moderate complexity projects; understand business objectives as they relate to project goals
Qualifications
Competencies
Deep understanding of PRS' underwriting strategies, workflows, and product offeringsAdvanced Excel skills including proficiency with VLOOKUP, pivot tables, formatting, data validation, and nested formulas.Ability to analyze and manipulate large datasets efficiently and accurately.Comfortable building and maintaining complex spreadsheets for reporting and forecasting.Strong attention to detail and a logical, problem-solving mindset.Working knowledge of all key stakeholder areas including Underwriting, Operations, Product Management, Sales & Distribution, and Risk ConsultingAbility to prepare analysis, interpret data and research, and project trendsAdept at analyzing risks and ensuring appropriate risk management practices are in placeExcellent organizational and time management skills, including demonstrated ability to multi-task, independently prioritize work in a high-volume environment, meet deadlines, and exercise excellent decision-making skillsAppropriate balance of objective and analytical orientation with a desire to move things to conclusion and deliver resultsStrong written and verbal communication skills with success in building relationships internally and externallyStrong interpersonal skills with an ability to communicate across all levels of the organizationAbility to work independently and be a self-motivatorEducation and Experience
Bachelor's degree or equivalent work experienceMinimum of 5 years of advanced high net worth personal lines underwriting experienceStrong command of Excel and data driven reportingDemonstrated leadership and accountability while working in a complex cross-functional environmentProven record of coordinating and implementing projects while ensuring timely and high-quality deliverablesThe pay range for the role is $93,500 to $137,500. The specific offer will depend on an applicant's skills and other factors. This role may also be eligible to participate in a discretionary annual incentive program. Chubb offers a comprehensive benefits package, more details on which can be found at The disclosed pay range estimate may be adjusted for the applicable geographic differential for the location in which the position is filled.
About Us
Chubb is a world leader in insurance. With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients. The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it. Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and physical disability, medical condition, genetic information, military and veteran status, age, and pregnancy or any other characteristic protected by law. Performance and qualifications are the only basis upon which we hire, assign, promote, compensate, develop and retain employees. Chubb prohibits all unlawful discrimination, harassment and retaliation against any individual who reports discrimination or harassment.