PRS Custom Solutions Portfolio Management Specialist jobs in United States
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Chubb · 2 months ago

PRS Custom Solutions Portfolio Management Specialist

Chubb is seeking a Portfolio Management Specialist in their Personal Risk Services division, responsible for managing portfolio underwriting projects and conducting risk analysis. The role involves collaboration with cross-functional teams to align underwriting strategies and ensure effective project execution.

Commercial InsuranceFinancial ServicesHealth InsuranceInsuranceMortgageRisk Management

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

Qualification

Risk analysisPortfolio managementAnalytical abilitiesProject managementCross-functional collaboration

Required

Strong analytical abilities
Knowledge of PRS insurance products
General understanding of the insurance industry and market trends
Ability to identify and assess a wide range of impactful risks to PRS
Experience in detailed analysis and tactical project execution
Ability to navigate competing priorities
Experience in managing portfolio underwriting projects
Ability to conduct risk analysis
Experience in collaborating with cross functional teams
Ability to implement and ensure alignment with underwriting strategies and workflows
Experience in presenting reports to leadership and management
Proficiency in Excel tools for rating, distribution, and renewal features
Experience in creating and delivering reports for sales and underwriting teams
Ability to coordinate and implement assigned projects
Experience in tracking project implementation needs, issues, and solutions
Ability to work seamlessly across departments
Ability to influence and guide those outside of direct reporting structure
Ability to ensure a continuous feedback loop with key stakeholder groups
Experience in independently managing low to moderate complexity projects
Understanding of business objectives as they relate to project goals

Company

Chubb is a mortgage firm that offers risk management, property, health, personal, business, health, home, and life insurance.

Funding

Current Stage
Public Company
Total Funding
$10.25B
Key Investors
Berkshire Hathaway
2025-08-04Post Ipo Debt· $1.25B
2024-07-29Post Ipo Debt· $1.3B
2024-05-15Post Ipo Equity· $6.7B

Leadership Team

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Annmarie Dugan Hagan
CFO Operations Technology & Transformation Chubb Group
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John Keogh
President & Chief Operating Officer
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Company data provided by crunchbase