Director, Portfolio Management Lead
Listed on 2026-06-26
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Finance & Banking
Risk Manager/Analyst, Underwriter, Portfolio Manager, Financial Analyst
What part will you play? If you’re looking for a place where you can make a meaningful difference, you’ve found it.
The work we do at Markel gives people the confidence to move forward and seize opportunities, and you’ll find your fit amongst our global community of optimists and problem‑solvers. We’re always pushing each other to go further because we believe that when we realize our potential, we can help others reach theirs.
Markel believes that what we do really matters. Insurance is more than a piece of paper; it’s a promise to help people get back on their feet. In uncertain times it is the fuel that moves the world forward. Since the start, we’ve used our ingenuity to insure risks that others can’t, finding smart solutions to complex problems so people can live their lives and seize opportunities.
Our style focuses on people’s needs, building relationships and connecting as humans. We’re building a business that supports more people, in more places, while never losing our people‑first focus. As a Fortune 500 company with over 60 offices in 20+ countries, Markel Group (NYSE – MKL) is a holding company for insurance, reinsurance, specialist advisory and investment operations around the world.
Aboutthe team
Driving value from data is critical to delivering Markel’s strategic ambitions. We are investing in pricing and portfolio analytics capabilities to deliver sharp insights to support front‑end underwriting and claims teams. Our Portfolio Analytics team is centralized across the U.S. and Bermuda, aligned to regional business priorities, and supports underwriting decision‑making when most needed.
We envision a dynamic, underwriter‑centered function that treats underwriters and regional leaders as core customers—identifying trends early, delivering actionable insights built on reliable data, and embedding actuarial and predictive models into daily workflows.
Portfolio Management LeadIn this role 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.
What we ask of you- 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 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 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 to improve risk selection and reduce 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.
- Origi…
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