AVP, Portfolio Leader
Listed on 2026-10-16
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Insurance
Insurance Sales, Risk Manager/Analyst
Who We Are:
NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit:
This role serves as a strategic connector between carrier partners, broking teams, and business leaders, driving profitable growth and market optimization across the Property & Casualty portfolio. The Portfolio Leader develops and executes carrier relationship strategies, analyzes portfolio performance to identify growth opportunities and risks, and enables producers and brokers with market intelligence, carrier access, and specialized resources. Acting as a key liaison between regional offices, carrier partners, and National Carrier Management, this role helps navigate operational challenges, improves market access, and advances portfolio initiatives that enhance client outcomes, retention, and profitability.
Success in this position requires strong relationship management, data-driven decision-making, cross-functional influence, and the ability to lead strategic initiatives.
1. Carrier Engagement and Relationship Strategy
- Own and coordinate regional carrier relationship plans in alignment with National Carrier Management priorities and enterprise strategy.
- Build productive, multi-level relationships with carrier leaders and connect the appropriate regional, broking, industry, risk practice, and specialty resources.
- Plan and facilitate carrier meetings, appetite reviews, book analyses, growth discussions, and follow-up actions; maintain a consistent and unified message to carrier partners.
- Curate and distribute current carrier appetite guides, underwriting updates, contact information, market access guidance, and other relevant intelligence.
- Identify gaps in carrier connectivity or capability and create practical plans to improve engagement, access, and utilization.
- Analyze the P&C portfolio using internal data, carrier feedback, and market intelligence to identify actionable opportunities and risks.
- Develop regional portfolio strategies that support profitable growth, retention, margin improvement, client value, and effective market utilization.
- Identify and advance opportunities involving market consolidation, direct-market access, preferred wholesalers, panels, programs, industry and risk practices, cross-sell, up-sell.
- Translate portfolio insights into prioritized opportunity pipelines with clear owners, next steps, and measures of progress.
- Monitor results and communicate trends, barriers, opportunities, and recommended actions to regional and national leadership.
- Enable producers, account teams, and broking leaders with carrier intelligence, relationship access, portfolio insights, and enterprise resources.
- Partner early with broking leaders to align portfolio and carrier strategy before placement activity begins, particularly for priority opportunities and complex issues.
- Connect teams to industry and risk practice expertise, specialty capabilities, programs, wholesalers, MGAs/MGUs, London and Aon resources, and other relevant solutions.
- Promote consistent use of approved broking strategies, tools, knowledge repositories, and portfolio initiatives across assigned regions.
- Serve as the liaison between regions and National Carrier Management for carrier-related operational needs, including appointments, producer or office codes, portal access, market access, and related support.
- Help offices identify the correct process, owner, and escalation path; coordinate follow-through when issues span regional, national, carrier, or operational teams.
- Maintain transparency into recurring access or operational barriers and recommend scalable process, communication, or training improvements.
- The Portfolio Manager facilitates and navigates support but does not replace the teams accountable for completing operational transactions.
- Influence across a matrixed organization without relying on direct authority; establish trust through responsiveness, sound judgment, and follow-through.
- Create clear priorities,…
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