
Portfolio Risk Management Specialist
2 days ago
Job Title: Portfolio Risk Management Specialist
About the RoleThe primary objective of this position is to contribute to the achievement of department, branch, and corporate goals relative to profit, growth, service producer and client relations.
This involves the design and implementation of effective portfolio analysis, profit and retention strategies, as well as collaboration with internal customers regarding book management strategy and maintenance of \'one voice\' with brokers. Feedback and possible solutions will be provided to support these efforts.
A key aspect of this role is the monitoring and reporting on the status of open claims for assigned accounts, with recommendations made as needed. Additionally, preparation for meetings and discussions with stakeholders will ensure accurate and timely communication.
Key Responsibilities- Design and implement effective portfolio analysis, profit and retention strategies
- Collaborate with internal customers regarding book management strategy and maintenance of \"one voice\" with brokers; provide feedback and possible solutions
- Monitor/report on status of open claims for assigned accounts and make recommendations
- Prepare for meetings and discussions with stakeholders to ensure accurate and timely communication
This role requires a strong understanding of financial concepts, analytical skills, and excellent communication abilities. The successful candidate will be able to work effectively in a team environment and provide expert advice to stakeholders.
What We OfferThis role offers opportunities for professional growth and development, with a focus on delivering high-quality results and building strong relationships with colleagues and clients.
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