Portfolio Management Leader - Remote Opportunity

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.

Required Qualifications:

• Bachelor's Degree preferred.
• 10- 15 years in the P&C industry with 5-7 years of Religious Organization experience preferred.

Recommended Qualifications:

• 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:

• $82,500 - $137,500 commensurate with experience, plus bonus eligibility
• $90,900 - $151,500 commensurate with experience in CA, CT, MA, NJ, NY, and PA, plus bonus eligibility

Get to Know GuideOne:

At GuideOne, we believe that our people are our greatest asset, and we foster a sense of collaboration among our team members so they can learn from and inspire one another to deliver excellence in risk solutions and services to our customers. For more than 75 years, we've established a reputation as a trusted partner in the communities where we live and work, and with our steadfast commitment to help make positive change possible, we're excited to see what we can accomplish during the next 75. Explore our values and culture, and learn why GuideOne might be a great fit for you!

GuideOne is 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 including; personal, holiday, and volunteer paid time off.
• Flexible work schedules and hybrid/remote options for eligible positions.
• Educational assistance program.