Program Portfolio Lead

Job Type
Emp Type
Full Time
Functional Expertise
Salary Type
Job ID

Job Description

Program Portfolio Lead

Location: Calgary (Hybrid)

Job ID - 568472

We are looking for a Program Portfolio lead that will support management and growth of Delegated Authorities (DUA) and play a key role in quality control, analysis, portfolio underwriting, risk management, and business development. You will have experience underwriting a variety of commercial segments and products, with specialized expertise in program (DUA) lifecycle management, e.g. initial due diligence, contract development, process development, on boarding, monitoring/auditing, optimizing, and if needed, exit. Candidate must have experience analysing  and manipulating large data.

Responsibilities Include:

  • Client Engagement: engage with our program partners to build and maintain positive relationships, and drive growth 
  • Quality control: help develop, and then monitor and manage well-structured processes 
  • Audits: help develop audit structure and perform regular program audits and related reports
  • Analytics and Reporting: working with data analyst, manipulate and analyze portfolio data to extract insights and trends from existing or potential books/programs, to inform underwriting decisions, risk management strategies and business development opportunities. Provide quarterly analysis and reporting of program KPI’s
  • Referrals: Review and approve risks that fall outside of DUA authorities
  • Claims Monitoring: Monitor program claims activity including large/complex claims

Required Qualifications:

  • 3 Years' experience in Program (DUA) Underwriting and Portfolio Management
  • 5 Years' experience in commercial underwriting (Property Casualty)   
  • Advanced Excel skills 
  • Ability to manage broker relationships, and negotiation
  • CIP designation or working towards
  • High level professionalism and integrity 


  • Post secondary education 
  • Established relationship with mid-large size account (tier 2)national brokers MGA's 
  • Experienced with specialized/niche/ancillary insurance products (outside Property Casualty)

Please submit your resume directly to Whitney Green via
contact: (825)203-9632

Executrade is one of the largest and most comprehensive full-service recruitment firms in Western Canada, with 11 divisions and locations in Edmonton and Calgary. We have over 40 years of experience helping client companies and candidates achieve their business goals and vision. Our success is due to our people, the strong relationships we build, and the continuous and robust evaluation and refining of our recruitment and staffing processes.

Individuals interested in this employment opportunity must obtain the necessary approvals from the Government of Canada - Citizenship and Immigration department, prior to applying for this position. In accordance with the Canadian Immigration laws, priority will be given to Canadian citizens and permanent residents of Canada for employment opportunities. Detailed information can be obtained from