Allianz Life Insurance

Portfolio Solutions Team Lead

Allianz Life Insurance$97K — $163K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 5-7 years of experience in a leadership role, preferably related to portfolio management
  • Strong understanding of delegated authority, program business, and MGA relationships
  • Experience with operational data management, bordereaux processing, and reconciliation
  • Ability to monitor performance indicators and identify emerging risks
  • Experience in supporting onboarding and cross-functional project delivery within insurance
  • Proficient analytical and communication skills to manage competing priorities
  • Familiarity with CAT modeling and profitability indicators preferred

Responsibilities

  • Lead, coach, and develop a team of Portfolio Solutions Analysts while managing performance and workflow
  • Oversee onboarding and implementation of delegated authority programs, ensuring operational requirements are met
  • Quality-check and ensure accuracy in bordereaux processing and data validation
  • Monitor profitability indicators and report on risks to the Head of Portfolio Solutions
  • Represent Portfolio Solutions on cross-functional teams for projects and process improvements
  • Maintain documented procedures and governance standards for operational processes
  • Identify risks and support automation initiatives to enhance efficiency and quality

Benefits

  • A hybrid working model promoting work-life balance
  • Generous bonus scheme and pension plan
  • Opportunities for career development and international mobility
  • Support for flexible working and mental wellbeing initiatives
  • Private healthcare and generous parental leave benefits
  • Engagement in sustainability and community initiatives
Full Job Description
We are looking for a Portfolio Solutions Team Lead to be located in our office located in O'Fallon, MO, Alpharetta, GA OR Chicago, IL.

The Impact You Will Have

Reporting to the Head of Portfolio Solutions and Delegated Authority - North America, the Portfolio Solutions Team Leader will serve as a working people leader responsible for building, leading, and developing the analyst bench that keeps the Portfolio Solutions function operating at scale. This role will oversee day-to-day leadership of Portfolio Solutions Analysts, including assigning work, developing capabilities, managing performance, and maintaining a high standard for quality and turnaround.

In addition to leading the team, this role will stay personally engaged in execution, including facility onboarding, bordereaux processing and reconciliation, data validation, portfolio profitability monitoring, and cross-functional project delivery. The Team Leader will help ensure new business is onboarded correctly, existing programs are monitored rigorously, and the function's operating model continues to scale without sacrificing control, quality, or governance.

Some of your specific responsibilities could include
  • Lead, coach, and develop a team of Portfolio Solutions Analysts by prioritizing workload, managing performance, building capability, and creating a scalable, well-documented operating model as the function grows.
  • Personally lead onboarding and implementation for select delegated authority programs and facilities, ensuring timelines, dependencies, and operational requirements are clearly managed.
  • Quality-check analyst work related to bordereaux processing, reconciliation, and data validation before it reaches underwriting, finance, or other business stakeholders.
  • Monitor portfolio profitability indicators, including loss ratios, rate adequacy, and exposure accumulation, and escalate deterioration or emerging risk to the Head of Portfolio Solutions.
  • Represent Portfolio Solutions on cross-functional project teams supporting new program onboarding, process improvement, automation, and broader strategic initiatives.
  • Own and maintain documented procedures, controls, and governance standards for onboarding, bordereaux processing, and portfolio monitoring.
  • Identify operational risks, drive process improvement opportunities, and support automation initiatives that improve efficiency, quality, and scalability.
  • Coordinate closely with Underwriting, Claims, Finance, Actuarial, Legal, Compliance, Operations, IT, and PMO to support program execution and issue resolution.
  • Support executive reporting on project status, portfolio performance, operational risk, and key initiatives across the Portfolio Solutions function.


What you'll bring to the role
  • Experience leading, coaching, or mentoring others, with the ability to prioritize work, manage performance, and build repeatable team processes.
  • Strong portfolio management capability, including the ability to monitor performance indicators, identify trends, and escalate emerging risks.
  • Experience with delegated authority, facilities, program business, MGA relationships, or similar insurance portfolio structures preferred.
  • Strong understanding of bordereaux processing, reconciliation, data validation, and operational data management.
  • 3+ years of leadership experience (preferred).
  • Experience supporting onboarding, implementation, or cross-functional project delivery within insurance, underwriting, operations, or portfolio management environments.
  • Ability to collaborate and influence across underwriting, claims, finance, actuarial, legal, compliance, operations, IT, PMO, and senior business stakeholders.
  • Process-oriented mindset with experience improving workflows, documenting procedures, strengthening controls, and identifying automation opportunities.
  • Strong analytical, organizational, and communication skills, with the ability to manage competing priorities in a growing and evolving function.
  • Familiarity with CAT modeling, portfolio monitoring, rate adequacy, exposure accumulation, or related profitability indicators preferred.
  • Ability to utilize AI tools to support day-to-day tasks, improve efficiency, and contribute to data-driven decision-making.


The annualized base pay range for this role is $97,739 - $147,652 for O'Fallon, MO and $107,913 - $163,96 for for Chicago, IL or Alpharetta, GA . 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. The base pay is just one component of the AzC total compensation package. As part of our comprehensive compensation and highly rated benefits programs, employees are also eligible for annual performance-based cash incentive awards.

105673 | Underwriting | Professional | Allianz Commercial | Full-Time | Permanent

What's in it for you?

Let's care about everything that makes you, you

We are committed to nurturing an inclusive environment where everyone feels they belong. We offer a hybrid working model, which recognizes the value of striking a balance between in-person collaboration and remote working. Please feel free to discuss flexible working arrangements with us.

Let's care for your financial wellbeing

We believe in rewarding performance with a great compensation and benefits package (details vary by location), including a generous bonus scheme and pension.

Let's care for your opportunities to progress

From career development and digital learning programs to international career mobility, we offer lifelong learning for our employees worldwide and an environment where innovation, delivery and empowerment are fostered.

Let's care for life's twists and turns

From our support for flexible working, health and wellbeing (including private healthcare and generous parental leave benefits), to helping people return from career breaks with experience that nothing else can teach. We've got your back.

Let's care for our society and our planet

With opportunities to be engaged in shaping a future that is safe, inclusive and sustainable, we care for the tomorrows of our people, our industry and our clients.

About Allianz Life Insurance

Allianz Life Insurance Company of North America is a leading provider of retirement solutions, including fixed and variable annuities and life insurance for individuals. The company is part of Allianz SE, a global financial services company that is headquartered in Munich, Germany. Allianz Life Insurance Company of North America was founded in 1896 and has been providing financial protection and retirement solutions to Americans for over 125 years. The company has a strong commitment to corporate responsibility and sustainability, and has been recognized for its efforts in these areas. Allianz Life Insurance Company of North America is a subsidiary of Allianz Life Insurance Company of New York, which is a wholly owned subsidiary of Allianz SE.
Learn more about Allianz Life Insurance
Size
142,460 employees
Industry
Founded
1890
NASDAQ

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