Director, Portfolio Management Lead

Overview

As the Portfolio Management Lead, you will serve as a critical bridge between the Portfolio Analytics team and our customers. You will sit within both the Portfolio Analytics team and Markel’s U.S. Wholesale & Specialty business, with a dotted‑line reporting relationship to Regional Presidents.

• Drive the strategic implementation of active portfolio management at the Regional & Product level across Markel US Wholesale & Specialty.
• Make appropriate recommendations and enhancements to ensure the relevant stakeholders are equipped to actively manage their portfolios.
• Bring the underwriting viewpoint via an analytical lens to conversations with actuarial and claims partners.
• Help define and actively monitor the key performance drivers with appropriate segmentation to support underwriting to drive remedial actions where necessary.
• Identify, scope, and evaluate the ROI of high‑impact analytical models and solutions; partner with the team to build and prioritize an analytics project pipeline.
• Drive underwriting engagement during the development, implementation, and adoption of strategic and predictive analytics in partnership with the broader Portfolio Analytics team.
• Deliver tools and insights to optimize portfolio performance and enable smarter underwriting decisions.
• Support improvements in the sophistication and adoption of technical pricing models and portfolio management tools with the aim of improving risk selection and reducing loss ratios.
• Collaborate with actuarial to ensure underwriting actions are quantified, understood and allowed for in their reserving and pricing work.
• Support quarterly business planning with performance monitoring and alignment to plan; provide insights to steer portfolio strategy.
• Champion data science, automation, and data‑driven decision‑making; promote adoption of tools and a data‑centric culture.
• Lead training and enablement initiatives for underwriters and colleagues, in partnership with Training & Development.
• Collaborate across regions, sharing knowledge and best practices with the International Portfolio Analytics team.

• Advanced ability to manipulate and analyze large, complex datasets; strong commercial acumen and understanding of Markel’s strategy.
• Strong understanding of actuarial principles.
• Original thinking and creative problem‑solving skills to drive improved processes, systems, products, or services.
• Experience building alliances and cultivating deep and broad relationships across large organizations.
• Demonstrated ability to partner with underwriters to enhance decision‑making through analytics, fostering trust, curiosity, and sustained adoption of data‑driven practices.
• Exceptional communication skills, capable of galvanizing support from a wide range of stakeholders.
• Track record of delivering value to insurance organizations through pricing, portfolio management, and analytics.
• Ability to influence and collaborate with diverse stakeholders.
• Excellent understanding of insurance data, particularly with regards to Commercial and Specialty insurance in the US and Bermuda markets.
• Education:
  
  Bachelor’s degree in Actuarial Science, Statistics, Data Science, Economics, Mathematics, Information Systems, Risk Management or related field. Advanced degree preferred.
• Experience:
  
  8–15+ years in analytics, pricing, underwriting, or portfolio management within US Commercial/Specialty lines; leadership or multi‑region experience valued. Pricing actuarial experience at a Commercial or Specialty insurer highly desirable. Ideal candidate would also have experience working within a business unit or an underwriting function.
• Certifications (nice‑to‑have): ACAS/FCAS, CPCU, ASA; PMP/PMI‑ACP a plus.

• Health, dental, and vision insurance plan options with optional life, disability, and AD&D insurance.
• 401(k) with employer match contributions.
• Employee Stock Purchase Plan.
• PTO, corporate holidays and floating holidays, parental leave.
• Competitive benefit programs tailored to employees’ needs at all stages of life.

The base salary offered for the successful candidate will be based on compensable factors such as job‑relevant education, job‑relevant…