Portfolio Director

Portfolio Director

American Modern Insurance Group, Inc., a Munich Re company, is a widely recognized specialty insurance leader that delivers products and services for residential property – such as manufactured homes and specialty dwellings – and the recreational market, including boats, personal watercraft, classic cars, and more. We provide specialty product solutions that cover what the competition often can't. We write admitted products in all 50 states and have a premium volume of $2.2 billion.

Headquartered in Amelia, Ohio, and with associates located across the United States, we are part of Munich Re's Global Specialty Insurance division. Our employees receive boundless opportunity to grow their careers and make a difference every day - all in a flexible environment that helps them succeed both at work and at home.

Purpose:

Leads business unit responsible for enterprise data and analytics strategy, governance, enablement, best practice education, and (Data & Analytics) portfolio implementation. Develops and implements long range data and analytic strategy in alignment with corporate strategy, goals, and tactics enabling data driven decision making and insight generation.

Roles & Responsibilities:

Collaboration & Leadership:

• Closely collaborate with partners and stakeholders to mature our data driven road map and associated data-driven investments and governance processes or policies.
• Educate and support stakeholders in data and AI literacy and drive efforts to collect, manage, and use both internal and external data to drive efficiencies and better decision-making.
• Creates strategic direction for Enterprise Data and Analytics Team.
• Monitor the industry trends and tool advancements in the market.
• Actively takes steps to recruit and retain a more diverse team and along with promoting inclusion.
• Demonstrated leadership in developing, empowering, attracting, and retaining talent.
• Ensures that each associate has an objective to build expertise and capabilities appropriate for their role, including any specific training requirements to maintain professional designations.
• Direct and manage a team of professional data engineers and analytics consultants to design, develop, and implement future or existing data analytic solutions or prototypes in partnership with our partners such as IT.
• Participate in forecasting, budget, and staff based on volumes and growth projections to meet department service goals and company financial goals.
• Analyze and develop new policies, procedures, and workflows to continuously improve efficiencies, working environments, and system support services.
• Holds regular one-on-one meetings with direct reports to have dialogue that includes coaching and development.
• Research, develop, and implement system improvements that exceed industry leaders to ensure our competitive edge in the marketplace.

Project & Portfolio Management:

• Deliver solutions that meet business requirements while managing cost, timeliness, and quality.
• Manage projects as requested, utilizing a standard project management methodology.
• Develop and deliver training and coaching on Data, Analytics technology and AI capabilities as directed.
• Development, prioritize, and monitoring defects and enhancements as well as continuing operational support.
• Create actionable deliverables for the core change management plans: Sponsor Plan, People Manager Plan, Communications Plan, and Training Plan for new initiatives and projects.
• Lead communication of program results and adoption metrics to measure and communicate key information of our data driven road map and associated data-driven investments and governance processes or policies.
• Develop project deliverables such as charters, business cases, project schedules, etc.
• Effectively present information in group settings.
• Manages the relationship with the project sponsors and all stakeholders.
• Takes responsibility for the definition, approach, facilitation, and satisfactory completion of projects and reports to management.
• Safeguards that realistic project plans are maintained. Identifies, assesses, and manages issues and risks.
• Manages the change control procedure and ensures that project deliverables are completed within agreed cost, timescale, and resource budgets.
• Monitors, analyses, assesses deviation from project plan, and ensures the achievement of project milestones.
• Provides guidance to the project team and takes appropriate action where team performance deviates from agreed tolerances.
• Portfolio Director – Supervises other project leads, off-shore or consulting requirement resource analysis as applicable. Manages departmental project portfolio and communication and training implementation.

Required Technical Skills:

• Strong leadership skills within the Information Technology and/or AMIG business community.
• Strong change management, training and coaching skills for technical capabilities.
• Strong knowledge in conceptual, logical, and/or physical data modeling including technical infrastructure.
• Extensive and strong communication and influencing skills to drive change and alignment.
• Proficient in managing projects of all sizes.
• Extensive Experience in managing project portfolios (Portfolio Director).
• Strong problem solving, diagnostic, and analytical skills.
• Strong knowledge using Cognos and/or TM1 Suite of tools.
• Proficient in the use of Microsoft Office Suite of tools including MS Project.
• Knowledge of data gathering using Structured Query Language (SQL).
• Understanding of BI and related technical platforms.
• Advanced knowledge of Data Warehouse/Business Intelligence and Analytics project lifecycle (SDLC), tools, technologies, testing, and best practices.
• Understanding of data Modeling, Information Technology Architecture, and development best practices.
• Broad understanding of statistical reporting demands, requirements, and compliance implications.
• Extensive knowledge of insurance data, terminology, and common insurance, financial, and business metrics.

Skills / Knowledge / Experience:

Typically 10 or more years of project leadership, experience managing a portfolio of projects with significant budget/complexity. Ability to coach and manage resources in the project management and requirements analyst disciplines. Experience with training implementation and oversight.

Education, Certifications & Designations:

Required:

• Bachelor of Arts or Science degree or equivalent work experience.
• PMP or equivalent work experience.

Preferred:

• PMP
• Agile Certification
• CIC, CPCU, or ARM

We are proud to offer our employees, their domestic partners, and their children, a wide range of insurance benefits:

• Two options for your health insurance plan (PPO or High Deductible)
• Supplemental Life and AD&D plans that you can purchase for yourself and dependents (includes spouse/domestic partner and children)
• Voluntary Benefit plans that supplement your health and life insurance plans (Accident, Critical Illness and Hospital Indemnity)
• Prescription drug coverage (included in your health insurance plan)
• Short and Long Term Disability coverage
• Vision and dental insurance plans

In addition to the above insurance offerings, our employees also enjoy:

• A robust 401k plan with up to a 5% employer match
• A retirement savings plan that is 100% company funded
• Paid time off that begins with 24 days each year, with more days added when you celebrate milestone service anniversaries
• Eligibility to receive a yearly bonus as a Munich Re employee
• A variety of health and wellness programs provided at no cost
• A hybrid environment that gives you a choice in where and how you get work done
• A corporately subsidized on-site cafeteria as well as a We Proudly Serve coffee shop
• An on-site complimentary workout facility as well as walking trails on campus grounds
• On-site wellness center complete with nurse practitioner
• Financial assistance for adoptions and infertility treatment
• Paid time off for eligible family care needs
• Tuition assistance and educational achievement bonuses
• Free parking
• A corporate matching gifts program that further enhances your charitable donation
• Paid time off to volunteer in your community

At American Modern, a member of the Munich Re Group of companies, we see Diversity and Inclusion as a solution to the challenges and opportunities all around us. Our goal is to foster an inclusive culture and build a workforce that reflects the customers we serve and the communities in which we live and work. We strive to provide a workplace where all of our colleagues feel respected, valued and empowered to achieve their very best every