Portfolio Operations Analyst, Carrier Operations

Overview: 

If you're looking for the stability of a profitable, growing company with the entrepreneurial spirit of a startup, we’re hiring. SageSure, a leader in catastrophe-exposed property insurance, is seeking a Portfolio Operations Analyst, Carrier Operations.  This position requires someone that is highly motivated and eager to leverage their strong analytical and technical skills in the review of portfolio production, loss performance and overall profitability for each of SageSure’s carrier partners. The Carrier Operations team sits within the Office of the CEO is one of the most agile at SageSure. We work very closely with Senior and Executive Leadership to support the management of our carrier portfolios as well as other critical projects. This role offers the opportunity to make a meaningful impact on SageSure and help drive it’s continued growth.  

What you’d be doing: 

• Perform robust analysis on each carrier portfolio to understand the main drivers impacting overall carrier profitability  

• Forecast future performance based on latest rate and underwriting plans as well as external market factors  

• Prepare executive summaries of all SageSure's carrier portfolios describing carrier health, future production plans, and potential optimization opportunities for senior executives  

• Translate portfolio strategy requirements to technical requirements to support accurate production of Carrier Premium and Exposure Projections 

• Develop an intimate familiarity with the products of our partners to understand the impact of product changes on Carrier Portfolios 

• Tracking and communicating relevant portfolio events  

• Maintain the library of portfolio documentation (formal agreements and communications with carriers and process documents) 

• Coordinate the development of additional management reporting to assist in understanding of portfolio health  

• Assist in the production of financial models, recurring analysis, and required due diligence for key strategic initiatives 

• Perform ad hoc analysis for executive leadership and other key stakeholders across the organization  

• Aid in the production of presentation materials used for board meetings, carrier operating reviews, and potential investor meetings on an as-needed basis 

We’re looking for someone who has: 

• Bachelor's degree in Finance, Accounting, Statistics, Actuarial Science, etc. 

• 2+ years of professional experience, preferably in insurance/reinsurance, consulting or finance  

• Strong Excel and PowerPoint skills   

• Proficiency in SQL 

• Ability to effectively articulate business requirements to a technical audience  

• Solid understanding of P&C insurance concepts  

• Ability to thrive in a dynamic, fast-paced environment 

• Demonstrated analytical problem-solving skills 

• Strong written and verbal communication skills 

Highly preferred candidates also have: 

• Associate in Reinsurance (ARe) or other insurance-focused professional certificates/designations. 

• Have completed one or more actuarial exams  

• Proficiency using Alteryx, Domo, PowerBI, or other data visualization tools  

• Proficiency with Python, VBA, etc. 

About SageSure:
 
Named among the Best Places to Work in Insurance by Business Insurance for four years in a row (2020-2023), SageSure is one of the largest managing general underwriters (MGU) focused on catastrophe-exposed markets in the US. Since its founding in 2009, SageSure has experienced exceptional growth while generating underwriting profits for carrier partners through hurricanes, wildfires, and hail. Available in 16 states, SageSure offers more than 50 competitively priced home, flood, earthquake, and commercial products on behalf of its highly rated carrier partners. Today, SageSure manages more than $1.9 billion of inforce premium and helps protect 640,000 policyholders. 
 
SageSure has more than 1000 employees working remotely or in-office across nine offices: Cheshire, Connecticut; Chicago, Illinois; Cincinnati, Ohio; Houston, Texas; Jersey City, New Jersey; Mountain View, California; Marlton, New Jersey; Tallahassee, Florida; and Seattle, Washington.  
 
SageSure offers generous health benefits and perks, including tuition reimbursement, wellness allowance, paid volunteer time off, a matching 401K plan, and more.
 
SageSure is a proud Equal Opportunity Employer committed to building a workforce that reflects the spectrum of perspectives, experiences, and abilities of the world we live in. We recognize that our differences make us strong, and we actively seek out diverse candidates through partnerships with organizations, institutions and communities that represent various backgrounds. We champion belonging and inclusion for all identities, including, but not limited to, race, ethnicity, religion, sexual orientation, age, veteran status, ability status, gender, and country of origin, striving to create a culture where all individuals feel valued, respected, and empowered to bring their authentic selves to work.
 
Our nimble, highly responsive culture nurtures critical thinkers who run toward problems and engineer solutions. We relentlessly pursue better outcomes by investing in the technology, talent, and tools that position us to succeed in demanding markets. Come join our team! Visit sagesure.com/careers to find a position for you.