Chubb · 2 months ago
PRS Custom Solutions Portfolio Management Specialist
Whitehouse Station, NJ
Full-time
Onsite
Mid, Senior Level
$94K/yr - $138K/yr
5+ years expChubb is a world leader in insurance, providing a diverse range of insurance products globally. The Portfolio Management Specialist will manage portfolio underwriting projects, conduct risk analysis, and collaborate with cross-functional teams to align strategies and workflows with underwriting goals.
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
Required
Deep understanding of PRS' underwriting strategies, workflows, and product offerings
Advanced Excel skills including proficiency with VLOOKUP, pivot tables, formatting, data validation, and nested formulas
Ability to analyze and manipulate large datasets efficiently and accurately
Comfortable building and maintaining complex spreadsheets for reporting and forecasting
Strong attention to detail and a logical, problem-solving mindset
Working knowledge of all key stakeholder areas including Underwriting, Operations, Product Management, Sales & Distribution, and Risk Consulting
Ability to prepare analysis, interpret data and research, and project trends
Adept at analyzing risks and ensuring appropriate risk management practices are in place
Excellent organizational and time management skills, including demonstrated ability to multi-task, independently prioritize work in a high-volume environment, meet deadlines, and exercise excellent decision-making skills
Appropriate balance of objective and analytical orientation with a desire to move things to conclusion and deliver results
Strong written and verbal communication skills with success in building relationships internally and externally
Strong interpersonal skills with an ability to communicate across all levels of the organization
Ability to work independently and be a self-motivator
Bachelor's degree or equivalent work experience
Minimum of 5 years of advanced high net worth personal lines underwriting experience
Strong command of Excel and data driven reporting
Demonstrated leadership and accountability while working in a complex cross-functional environment
Proven record of coordinating and implementing projects while ensuring timely and high-quality deliverables
Benefits
Comprehensive benefits package
Discretionary annual incentive program
Company
Chubb
Chubb is a mortgage firm that offers risk management, property, health, personal, business, health, home, and life insurance.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$10.25BKey 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
Annmarie Dugan Hagan
CFO Operations Technology & Transformation Chubb Group
John Keogh
President & Chief Operating Officer
Recent News
Beinsure - Insurance, Reinsurance, InsurTech Insights
2026-01-14
2026-01-08
2025-12-30
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