Portfolio Operations Analyst, Carrier Operations
Portfolio operations Analyst, Carrier Operations
Position Title: Portfolio Operations Analyst, Carrier Operations
Department: Office of the CEO
Reports to: Senior Manager, Carrier Operations
Location: Chicago, IL
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 communications 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.