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Underwriting Portfolio Management Jobs (NOW HIRING)

Credit Portfolio Manager III

Raleigh, NC · On-site

$52.02 - $86.80/hr

... underwriting, portfolio management, deal team management, and extensive internal and external client interaction. Credit Portfolio Manager III is expected to be a subject matter expert (SME) in the ...

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Underwriting Portfolio Management information

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$48K

$103.1K

$158.5K

How much do underwriting portfolio management jobs pay per year?

As of Aug 7, 2026, the average yearly pay for underwriting portfolio management in the United States is $103,082.00, according to ZipRecruiter salary data. Most workers in this role earn between $77,000.00 and $121,000.00 per year, depending on experience, location, and employer.

How much money does an underwriting portfolio management professional make?

An underwriting portfolio management professional typically earns a median annual salary ranging from $70,000 to $120,000, depending on experience, location, and industry sector. Senior roles or those with specialized skills and certifications can earn higher compensation, often exceeding $150,000 annually.

What are the key skills and qualifications needed to thrive in underwriting portfolio management?

To thrive in Underwriting Portfolio Management, you need a solid understanding of risk assessment, financial analysis, and insurance or lending principles, often supported by a relevant degree or industry certifications. Familiarity with portfolio management software, data analytics tools, and regulatory compliance systems is typically required. Strong analytical thinking, attention to detail, and effective communication are vital soft skills for making informed decisions and collaborating with stakeholders. These skills are crucial to ensuring the portfolio's profitability, managing risk exposure, and aligning with organizational goals.

What is the difference between Underwriting Portfolio Management vs Underwriting Analyst?

AspectUnderwriting Portfolio ManagementUnderwriting Analyst
CredentialsTypically requires a relevant insurance or finance certification, bachelor’s degreeSimilar credentials, often with a focus on data analysis or finance
Work EnvironmentStrategic, managing multiple policies and risk portfoliosAnalytical, assessing individual policies and risks
Industry UsageUsed in insurance companies, reinsurance, and risk management firmsCommon in insurance companies, underwriting departments
Primary FocusOverseeing and optimizing entire risk portfoliosEvaluating specific risks and supporting underwriting decisions

While both roles involve underwriting expertise, Underwriting Portfolio Management focuses on managing and optimizing a portfolio of risks, whereas Underwriting Analysts concentrate on assessing individual risks to inform underwriting decisions. The roles are complementary within the insurance industry, with portfolio managers taking a broader strategic view.

Is underwriting portfolio management a stressful job?

Underwriting portfolio management can be stressful due to the need to assess risk accurately, meet deadlines, and manage large volumes of data. Professionals in this role often work under pressure to ensure profitable and compliant portfolios, but stress levels vary depending on workload, organizational support, and experience. Strong analytical skills and time management are important for success in this field.

How does an underwriting portfolio management professional typically interact with other teams within an organization?

Underwriting Portfolio Management professionals frequently collaborate with teams such as risk, actuarial, claims, and sales to ensure that portfolio strategies align with organizational goals. They often work closely with underwriters to analyze and optimize the risk profile of the portfolio, as well as with data analytics or IT teams to gather and interpret performance metrics. Regular cross-functional meetings and reporting are common to facilitate informed decision-making and maintain alignment across departments. This collaborative environment helps identify emerging risks and opportunities, ensuring the portfolio remains balanced and profitable.

What is underwriting portfolio management?

Underwriting portfolio management is the process of overseeing and optimizing a collection of insurance or loan policies that an organization has underwritten. It involves analyzing the risk, profitability, and performance of the overall portfolio, rather than just individual policies. Portfolio managers use data and analytics to monitor trends, set risk limits, and make strategic decisions to ensure profitability and minimize losses. This role is essential in balancing risk exposure and achieving business goals for insurance companies, banks, or financial institutions.

What does an underwriting portfolio management do?

An underwriting portfolio management professional oversees a collection of insurance policies or loans, analyzing risk exposure and ensuring the portfolio aligns with company strategies. They monitor performance, adjust risk levels, and use data analysis tools to optimize profitability and manage potential losses.
More about Underwriting Portfolio Management jobs
What cities are hiring for Underwriting Portfolio Management jobs? Cities with the most Underwriting Portfolio Management job openings:
What states have the most Underwriting Portfolio Management jobs? States with the most job openings for Underwriting Portfolio Management jobs include:
What job categories do people searching Underwriting Portfolio Management jobs look for? The top searched job categories for Underwriting Portfolio Management jobs are:
Infographic showing various Underwriting Portfolio Management job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 13% Part Time, and 3% Contract. Highlights an 88% Physical, 2% Hybrid, and 10% Remote job distribution, with an average salary of $103,082 per year, or $49.6 per hour.

Product Owner- Underwriting & Portfolio Management Platforms

Citizens

Westwood, MA • On-site

$111K - $148K/yr

Other

Medical, Dental, Vision, Retirement, PTO

Re-posted 20 days ago


Job description

Description

Oversee the vision & direction for the Underwriting and Portfolio Management Platforms. This includes the overall Salesforce.com and Commercial Platform strategy as well as leadership of related projects and initiatives and internally built web applications. The individual will also provide input on other strategic Initiatives in Commercial and with partners.

The candidate will also be primarily responsible for the Underwriting and Risk platform. This role will consult with key partner leaders to ensure that initiatives are aligned with corporate goals and objectives. An important aspect of this role is to develop and drive the Salesforce roadmap to ensure the system functionality and value continues to grow. 

This role is the Product Owner for the Underwriting platform associated to Underwriting and PM, and will be responsible for PO related activities, working in an agile manner in the Bank's Modern Operating Model environment and aligned with the tech pods supporting Salesforce.com.

Overall Responsibilities:

  • Works with business line leaders to develop supporting strategy, goals, and objectives.
  • Develops strategic and project roadmaps to ensure alignment of new initiatives to corporate strategy.
  • Develops and refines KPIs for current and new initiatives that are aligned with corporate goals and objectives.
  • Organizes teams and workstreams related to Salesforce.com initiatives
  • Coordinates with project managers, scrum masters, stakeholders other key players to meet goals and objectives
  • Creates executive summaries, updates, reporting to keep leadership and field informed
  • Ensures that all stakeholders are apprised and have visibility to potential risks and decisions are documented
  • Establish desired outcomes, timelines and other KPIs and report against the above

Qualifications

  • Bachelor's degree in business/finance related major Required
  • Experience in project coordination and business analysis
  • Experience in SQL or other Data Query Languages
  • Relevant business experience; operations support and reporting 
  • Experience in reviewing complex data sets and developing business analysis support models/reporting

Skills & Competencies

  • A high level of intellectual curiosity and comfort with ambiguity
  • Strong analytical skills, ability to solve problems quickly, identify patterns and assess opportunities
  • Ability to manage multiple work streams and competing priorities.
  • Well-developed communication and presentation skills.
  • Experience collaborating with cross functional resources and stakeholders, influencing decisions, and managing work to achieve transformation objectives

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Pay Transparency

The salary range for this position is $111,000 - $148,000 per year, plus an opportunity to earn an annual discretionary bonus. Actual pay is based on various factors including but not limited to the budget, work location, and relevant skills and experience.

We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits .

Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.

Equal Employment Opportunity

Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.

Education:Why Work for UsEmployment Type: 1ST