Portfolios Solutions Analyst

Allianz Insurance • O'fallon, MO

9d • Hybrid

About The Position

The Portfolio Solutions Analyst will support the operation and oversight of our delegated authority portfolio, reporting to the Regional Head of Portfolio Solutions and Delegated Authority in North America. This role involves managing key account partnerships throughout their lifecycle, serving as the primary contact and support for accounts, and leading regular performance management meetings. The analyst will be responsible for analyzing report findings, communicating trends, and preparing reports for business consideration. A key aspect of the role is mapping, uploading, analyzing, and reporting on bordereaux and underlying data for risk, premium, and claims transactions, while collaborating with offshore resources for accurate data processing. The position also includes coordinating ongoing oversight of Managing General Agents (MGAs), including due diligence, underwriter reviews, and audits. Additionally, the analyst will support the broader delegated authority and portfolio solutions team in managing the current book of business, assist in onboarding new MGAs and facilities, and undertake ad hoc tasks as directed.

Requirements

• Experience in stakeholder management and process adherence.
• Ability to work independently and escalate queries as needed.
• Background in Delegated Authority.
• Strong time management and multitasking skills.
• Proficient communication and interpersonal skills.
• Data management and interrogation capabilities.
• Expertise in Microsoft Office applications, particularly Excel.
• A willingness to learn and explore how AI can enhance your role and the broader organization is expected.

Responsibilities

• Manage key account partnerships, including full lifecycle oversight.
• Serve as the primary contact and support for accounts.
• Lead regular performance management meetings.
• Analyze report findings and communicate trends through required channels.
• Develop relationships with internal stakeholders such as Underwriters, Claims, Compliance, Finance, Actuarial, and Operations.
• Map, upload, analyze, and report on bordereaux and underlying data for risk, premium, and claims transactions.
• Collaborate with offshore resources to ensure accurate data processing.
• Prepare reports for business consideration as part of performance management.
• Coordinate ongoing oversight of MGA, including due diligence, underwriter reviews, and audits.
• Support the delegated authority and portfolio solutions team in managing the current book of business.
• Assist in onboarding new MGAs and facilities.
• Undertake ad hoc tasks as directed by Line Manager and Senior Managers.

Benefits

• Competitive compensation and benefits package
• Generous bonus scheme
• Pension
• Career development opportunities
• Digital learning programs
• International career mobility
• Support for flexible working
• Health and wellbeing support
• Private healthcare
• Generous parental leave benefits
• Support for people returning from career breaks

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed