Chubb
PRS Custom Solutions Portfolio Management Specialist
Chubb, Whitehouse Station, New Jersey, us, 08889
Personal Risk Services, PRS, is seeking a Portfolio Management Specialist who will be responsible for managing portfolio underwriting projects, conducting risk analysis, and partnering with cross functional teams to implement and ensure alignment with underwriting strategies and workflows. This position will report into the Strategic Leader of Custom Solutions. The ideal candidate will possess strong analytical abilities coupled with knowledge of PRS insurance products and a general understanding of the insurance industry and market trends. Additionally, the successful candidate will be driven and motivated by the opportunity to identify and assess a wide range of impactful risks to PRS. They will be responsible for detailed analysis and tactical project execution while navigating competing priorities.
Key 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
Competencies
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
Education and Experience
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
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Key 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
Competencies
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
Education and Experience
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
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