• Job Description

  Req#: 640887

  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.

  Skills & Requirements

  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

  #TMG

  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

  #TMG

• About the company

  GuideOne Insurance is a niche-market insurer based in West Des Moines, Iowa, and is one of the largest church insurers in the United States.

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