Portfolio Operations Analyst – Carrier Operations
| Company | SageSure |
|---|---|
| Location | Chicago, IL, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Junior, Mid Level |
Requirements
- 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
Responsibilities
- 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
Preferred Qualifications
- 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.