Manager, P&C Portfolio Forecasting

Who you are

You have a strong analytical background with at least 5 years of experience in portfolio management or a related field — you've successfully led forecasting processes and collaborated with senior leadership to drive strategic decisions. Your technical expertise in Python and SQL allows you to build and leverage simulation models effectively, ensuring accurate financial projections. You possess excellent communication skills, enabling you to draft executive summaries and present insights to senior leadership clearly and concisely. You are a natural leader who enjoys mentoring and managing analyst staff, fostering a collaborative environment that encourages critical thinking and problem-solving. You thrive in a fast-paced environment and are comfortable working with cross-functional teams to align forecasting assumptions with evolving market strategies.

Desirable

Experience in the insurance industry or financial services is a plus, as is familiarity with key performance indicators (KPIs) relevant to portfolio management. A background in data analysis or business intelligence tools would further enhance your ability to generate insights on risk and market positioning.

What you'll do

In this role, you will own the end-to-end carrier portfolio premium and exposure forecasting processes, utilizing your analytical skills to drive high-quality financial projections. You will collaborate closely with Portfolio Managers and Business Unit Leaders to ensure that forecasting assumptions align with product strategies and market plans. Your analytical prowess will be crucial as you analyze actual portfolio performance across various KPIs, monitoring business outcomes and identifying areas for improvement. You will draft and deliver executive summaries for Senior Leadership, providing insights on actual and projected results to guide strategic decision-making. Additionally, you will manage and mentor a team of analysts, supporting their development and ensuring high-quality performance analysis activities. You will also generate insights on risk, exposure, and market positioning, assisting in the development of board materials and external carrier portfolio reviews.

What we offer

SageSure offers a unique opportunity to work in a growing, profitable company that values agility and innovation. You will be part of a nimble culture that nurtures critical thinkers and empowers employees to bring their authentic selves to work. We invest in technology, talent, and tools that position us for success in demanding markets. Join us to make a meaningful impact in the insurance industry while developing your career in a supportive environment.