Portfolio Solutions Bordereau Manager

Allianz
Chicago, New York
Workplace: HybridFull timeUSD 102,182 - 170,509 annuallyFunction: Administration & Executive AssistanceEducation: bachelorsSkills: ["Communication","Stakeholder management","Analytical thinking","Problem-solving","Coordination"]

Coordinate onboarding, implementation, and operational execution for delegated authority portfolio facilities across multiple lines of business. Own bordereaux intake, validation, tracking, and portfolio reporting, including premium booking, reconciliation, and centralized operational dashboards. Partner with underwriting, operations, finance, claims, legal, actuarial, and external brokers/MGAs/TPAs/vendors to drive governance, process consistency, data quality, and successful portfolio implementation in a hybrid team.

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Allianz
Allianz
2 days ago

Portfolio Solutions Bordereau Manager

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Last checked: 8 hours agoStatus: Live

Job Summary

Coordinate onboarding, implementation, and operational execution for delegated authority portfolio facilities across multiple lines of business. Own bordereaux intake, validation, tracking, and portfolio reporting, including premium booking, reconciliation, and centralized operational dashboards. Partner with underwriting, operations, finance, claims, legal, actuarial, and external brokers/MGAs/TPAs/vendors to drive governance, process consistency, data quality, and successful portfolio implementation in a hybrid team.
Location: Chicago, New York
Workplace: Hybrid
Employment Type: Full time · Permanent
Job Function: Administration & Executive Assistance
Seniority: Manager level

Key Responsibilities

  • •Coordinate onboarding and implementation activities for delegated authority facilities and portfolio business across multiple lines of business.
  • •Track project timelines, operational dependencies, action items, and remediation activities to support execution and delivery.
  • •Coordinate bordereaux intake, validation, tracking, and operational reporting processes, including premium booking, reconciliation, and operational data management.
  • •Analyze operational datasets to identify trends, data issues, reconciliation items, and reporting needs; maintain centralized tracking and reporting across facilities and initiatives.
  • •Partner cross-functionally and with external brokers, MGAs, TPAs, and vendors to support onboarding/reporting deliverables and governance, including process documentation and audit support.

Pay and Benefits

Salary: USD 102,182 - 170,509 annually
Perks:Health InsuranceParental LeavePension

Key Requirements

  • •Strong experience using Excel and managing large operational datasets, reconciliations, tracking, reporting, and data analysis.
  • •Experience coordinating operational workflows and implementation activities, including timelines, dependencies, and cross-functional execution.
  • •Knowledge of delegated authority, MGA/program business, underwriting operations, portfolio management, or insurance operational processes preferred.
  • •Strong stakeholder communication across internal teams, external partners, vendors, and operational groups.
  • •Ability to analyze operational issues, prioritize competing demands, and drive resolution in a fast-paced environment.
Experience:Insurance
Education:Bachelor's
Skills:CommunicationStakeholder managementAnalytical thinkingProblem-solvingCoordination
Tech Stack:ExcelDistributeDistribind

Company Brief

Allianz
Global insurance and financial services group offering property-casualty insurance, life and health insurance, asset management, and corporate risk solutions to individuals, businesses, and institutions across more than 70 countries.
Industry: Insurance
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Munich, Germany
Founded: 1890
WebsiteLinkedIn