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Portfolio Manager Insurance Jobs (NOW HIRING)

Texascapitalbank

Portfolio Manager

Dallas, TX

Texas Capital provides a variety of benefits to colleagues, including health insurance coverage ... Brief Overview of Position The Sr. Portfolio Manager role is positioned within Credit ...

Texas Capital Bank

Portfolio Manager

San Antonio, TX · On-site

Texas Capital provides a variety of benefits to colleagues, including health insurance coverage ... The Portfolio Manager owns the underwriting process for all credit requests, working closely with ...

Convergint

Portfolio Manager

$53.73 - $85.97/hr

As a Portfolio Manager, you are a part of a dynamic team that allows you to grow as Convergint ... Life insurance & Disability Plan * Wellness Program * 401K Matching Plan * Colleague Assistance ...

Texascapitalbank

Portfolio Manager

San Antonio, TX

Texas Capital provides a variety of benefits to colleagues, including health insurance coverage ... The Portfolio Manager owns the underwriting process for all credit requests, working closely with ...

Voya Financial

AVP, Portfolio Manager

Atlanta, GA

The role is focused on translating insurance client objectives, balance-sheet constraints, and ... Key Responsibilities Portfolio Construction & Management Support * Support the design ...

Chicanos Por La Causa

Portfolio Manager

Phoenix, AZ

This role is responsible for managing loan servicing operations, collections activities, portfolio ... Life and Disability Insurance options * Employee Assistance Program * Telemedicine & Concierge ...

Texascapitalbank

Portfolio Manager

Fort Worth, TX

Texas Capital provides a variety of benefits to colleagues, including health insurance coverage ... Brief Overview of Position The Sr. Portfolio Manager role is positioned within Credit ...

Texascapitalbank

Portfolio Manager

Austin, TX

Texas Capital provides a variety of benefits to colleagues, including health insurance coverage ... Brief Overview of Position The Sr. Portfolio Manager role is positioned within Credit ...

Texascapitalbank

Portfolio Manager

Houston, TX

Texas Capital provides a variety of benefits to colleagues, including health insurance coverage ... Brief Overview of Position The Sr. Portfolio Manager role is positioned within Credit ...

Arbor Realty Trust

Portfolio Manager

Buffalo, NY

$70K - $90K/yr

The Portfolio Manager is responsible for managing the performing Agency portfolio consisting of ... such as insurance losses, easements, partial releases, management changes, etc.) to ensure ...

Chicanos Por La Causa

Portfolio Manager

Phoenix, AZ · On-site

This role is responsible for managing loan servicing operations, collections activities, portfolio ... Life and Disability Insurance options * Employee Assistance Program * Telemedicine & Concierge ...

Cascade Management

Portfolio Manager Specialist

Tigard, OR · On-site

$65K - $77K/yr

... Insurance, Employee Assistance Program. Accident/Cancer Plan, Medical and Dependent Care Flex ... We continue to manage the majority of properties from our original portfolio, which has grown ...

Careers at Truxton

Portfolio Manager

Nashville, TN · On-site

THE ROLE The Portfolio Manager has dual and integrated responsibilities within Truxton Wealth ... Medical, life, dental, vision insurance * Paid federal holidays and vacation * Employee assistance ...

Augusta Rental Homes

Portfolio Manager

Augusta, GA

$55K - $65K/yr

A successful Portfolio Manager will effectively maintain our properties to a market-ready standard ... Health insurance plans with company contributions * 401(k) and 5% match for eligible team members

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Portfolio Manager Insurance information

See salary details

$37K

$100.5K

$187.5K

How much do portfolio manager insurance jobs pay per year?

As of May 31, 2026, the average yearly pay for portfolio manager insurance in the United States is $100,458.00, according to ZipRecruiter salary data. Most workers in this role earn between $65,500.00 and $130,000.00 per year, depending on experience, location, and employer.

What is the difference between Portfolio Manager Insurance vs Insurance Analyst?

AspectPortfolio Manager InsuranceInsurance Analyst
CredentialsCFP, CFA, or similar certifications often preferredActuarial credentials or related certifications common
Work EnvironmentFinancial firms, investment companies, insurance companiesInsurance companies, brokerage firms, consulting agencies
Job FocusManaging insurance investment portfolios and strategiesAnalyzing insurance policies, risk assessment, and pricing

While both roles work within the insurance industry, Portfolio Manager Insurance primarily manages investment portfolios related to insurance assets, focusing on strategy and growth. Insurance Analysts concentrate on evaluating insurance products, assessing risks, and supporting underwriting processes. Understanding these differences helps clarify career paths and employer expectations in the insurance sector.

What cities are hiring for Portfolio Manager Insurance jobs? Cities with the most Portfolio Manager Insurance job openings:
What states have the most Portfolio Manager Insurance jobs? States with the most job openings for Portfolio Manager Insurance jobs include:

Portfolio Manager

Texascapitalbank

Dallas, TX

Full-time

Medical, Life, Retirement, PTO

Posted 17 days ago

Job description

Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people's success - today and tomorrow.

While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment - investing the time and resources to understand our clients' immediate needs, identify market opportunities and meet long-term objectives. At Texas Capital, we do more than build business success. We build long-lasting relationships.

Texas Capital provides a variety of benefits to colleagues, including health insurance coverage, wellness program, fertility and family building aids, life and disability insurance, retirement savings plans with a generous 401K match, paid leave programs, paid holidays, and paid time off (PTO).

Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News' Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate's 2023 list of Best Regional Banks. For more information about joining our team, please visit us at www.texascapitalbank.com.

Brief Overview of Position

The Sr. Portfolio Manager role is positioned within Credit Administration and is integral to the success of each line of business it supports, helping to drive the strategic vision set forth by Texas Capital Bank.

This position will support the Private Wealth line of business within the bank. The Portfolio Manager owns the underwriting process for all credit requests, working closely with Analysts, Associates, and Relationship Managers to determine and evaluate potential risks and identify cross-sell opportunities. The Portfolio Manager is responsible for maximizing portfolio performance and is expected to have the ability to lead a deal from opportunity to close with little to no oversight. Responsibilities include monitoring the portfolio quality against established criteria and recommending adjustments to existing credit facilities as appropriate. The Portfolio Manager provides efficient follow-up and spearheads processes to ensure best-in-class Customer Service while serving as an internal consultant and liaison between Credit and the Line of Business.

Responsibilities

To be successful in this role, candidates must be able to process large amounts of information, communicating in a clear and concise manner, and develop innovative solutions for our clients, all while maintaining a strong and efficient attention to detail. Key responsibilities include, but are not limited to:

  • Oversight of credit related responsibilities for the Analysts and Associates, including financial statement spreading and validation of various underwriting models
  • Responsible for risk rating assessment and periodic relationship reviews
  • Partner with Relationship Manager in credit agreement review and negotiation
  • Ownership of all credit approvals (new customers, modifications, renewals, increases, risk assessments)
  • Identification of key risks and issues pertinent to each credit request, including potential mitigants for identified risks.
  • Ownership of policy exception identification
  • Direct and manage portfolio reviews
  • Validate covenant compliance and covenant management
  • Ownership of post-approval modifications to ensure accurate reporting of credit exposure
  • Client management, including assisting of day-to-day needs, contact meetings, and site visits. Direct client contact is expected.
  • Client management in SalesForce
  • Oversight and in-depth analysis of macroeconomic conditions, industry trends and changes in lending practices
  • Ownership of portfolio reporting and analytics: grade-migration, past-dues, exceptions, coming-due maturities, etc.
  • Identify cross-sell opportunities
  • Partner with Special Assets Group for credit requests (as needed)
  • Lead and/or support key initiatives to drive improvements in the delivery of credit solutions for clients and prospects
Qualifications
  • Bachelor's degree in Finance, Accounting, Commercial Banking or equivalent/relevant program
  • 8+ years' experience in Commercial or Corporate Banking with formal Credit training.
  • Exceptional writing, interpersonal and communication skills
  • Extraordinary levels of motivation and initiative
  • Effective team players who want to work in a fast-paced, collaborative environment and build working relationships across the organization
  • Strong Microsoft Office skills including Outlook, Excel, and PowerPoint in order to produce reports, memos, and presentations
  • Passion for financial services and delivering superior client experiences
  • Proven leadership skills and community involvement

The duties listed above are the essential functions, or fundamental duties within the job classification. The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.Texas Capital is an Equal Opportunity Employer.

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