Avp, Portfolio Manager, Retail
2 weeks ago
The Opportunity- Are you looking for a caring, collaborative, values-driven workplace with inspiring teammates and leaders? Do you have the ambition and desire to thrive at the most impactful global insurance provider in the world? Look no further than Zurich Canada.- If you have a dynamic skillset in Personal Lines insurance and are seeking a new challenge, we would love to hear from you.- Zurich Canada is currently looking for a AVP Portfolio Manager to drive portfolio performance and deliver profitable, sustainable decisions for our Retail business.- Reporting to the Head of Retail, you will provide portfolio insights and market intelligence to management and underwriting teams, leveraging dashboarding and analytics tools. You’ll collaborate across functions and engage with senior leaders to shape and execute management strategies. You’ll also manage key external relationships with distribution partners.- This is a unique opportunity to build your knowledge and experience for the future in a supportive environment where your voice matters.- This is a hybrid work opportunity, with three days in the office or in the external-facing market.- What you will do- Lead technical business requirements and stakeholder management with IT to enhance reporting and analytics.
- Review the retail portfolio to understand exposures, limits, and mix.
- Drive underwriting strategies, propositions, and solutions in collaboration with cross-functional teams.
- Create presentations for senior stakeholders, sharing insights and management action plans.
- Monitor portfolio KPIs using dashboard tools and recommend changes as needed.
- Support financial planning by participating in forecasting and driving accountability for results.
- Deliver performance analysis to partners and executive stakeholders for new, renewal, and half-year updates.
- Work with underwriters and management to develop strategies for profitability and efficiency.
- Manage relationships with claims analytics and adjusters to unlock claims insights and share trends.
- Review large losses and work with underwriting, claims, and risk services to share learnings.
- Manage relationships with select distribution partners to promote propositions and drive results, ensuring retention and growth.-
- Job Qualifications - What you bring to the table- Bachelor’s degree and 8+ years of experience in Underwriting
- OR- High School Diploma or equivalent and 10+ years of experience in Underwriting-
- Preferred:
- 8+ years’ experience in personal lines insurance, financial services, or consulting
- Ability to work independently and manage uncertainty
- Skilled at influencing and managing complex stakeholders
- Effective at handling multiple priorities and performing under pressure
- Proactive problem-solver; collaborates well
- Strong storytelling skills using charts and visuals
- Organized, structured thinker; adapts and creates frameworks
- Advanced PowerPoint, Excel, and data analysis/presentation skills
- Strong financial acumen; understands P&L statements and drivers
- Knowledge of advanced insurance, reinsurance, and legal/regulatory matters
- Excellent listening, verbal, and written communication
- CIP designation preferred-
- Our Culture- At Zurich, we are proud of our culture. We are passionate about Diversity, Inclusion, Equity and Belonging (DIEB). We want you to bring your whole self to work, and we want our employees to be reflective of the communities in which we live and work. Our DIEB initiatives are creating an environment where everyone feels welcome.
- We have a collaborative culture where diversity of thought is valued. We value your input and strive to give our employees the tools they need to make an impact.
- We care about our employees’ well-being and offer a comprehensive health/benefits plan with varying levels of coverage to suit your specific needs and a competitive total compensation package.
- We understand how important it is to rest, recharge and do the things you love. At Zurich, all employees receive a minimum of four weeks of vacation per year to do just that.
- We also understand that employees require time off for personal reasons. Maybe you have an appointment during a workday, a cultural or religious holiday you would like to observe, or you need time off to focus on your mental health. Zurich employees receive four personal days per year to be used at their discretion.
- We are committed to continuous improvement, and offer access to a comprehensive range of training and development opportunities.
- We care about our communities. Our communities are where our customers, people, and shareholders live and work. While we can be proud of the contribution to society Zurich makes through our core business of insurance, we must also give back to our communities through our talent, time and resources.
- We have won numerous awards for our workplace culture. We are proud to be one of Greater Toronto’s - Top Employers and to have received Insur
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