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Summary
About the Role
About You
- 4+ years of experience in financial, operational, or regulatory reporting, preferably in insurance, finance, or accounting environments.
- Proven experience in working with large datasets, validating data accuracy, and resolving discrepancies.
- Advanced Excel skills, including use of macros, pivot tables, power pivot and complex formulas.
- Strong working knowledge of SQL, Power Query, DAX, and BI/reporting tools (e.g., Power BI, Tableau, SSRS).
- Ability to manage multiple priorities, meet tight deadlines, and operate independently.
- Excellent analytical and problem-solving skills with a strong attention to detail.
- Effective communication skills with the ability to interface across multiple departments and organizational levels.
- Bachelor’s degree in Business, Finance, Accounting, Information Systems, or a related field.
- Prior exposure to carrier or bordereau reporting processes.
- Familiarity with modern data architecture and tools used for automation and data validation.
- Experience with regulatory reporting (especially Surplus Lines) is a strong plus.
Benefits
- Generous health benefits and perks, including tuition reimbursement.
- Wellness allowance and paid volunteer time off.
- Matching 401K plan.
With more than $2 billion in premium and 650,000 policyholders, SageSure is one of the largest managing general underwriters focused on catastrophe-exposed markets in the US. Recognized by Insurance Insider US Honors as the 2024 and 2023 Property Catastrophe Underwriting Team of the Year and led by CEO Terrence McLean, the EY Entrepreneur Of The Year® 2024 National Financial Services and Fintech Award winner, SageSure is pioneering ways people protect their American Dream. As a leader in catastrophe-exposed property insurance, we deliver reliable coverage, exceptional customer experiences, and strong underwriting results in challenging insurance markets across 14 states. We offer home, flood, and commercial coverage on behalf of our highly rated carrier partners. We have more than 800 employees across eight offices—Cheshire, Connecticut | Chicago, Illinois; Cincinnati, Ohio; Houston, Texas; Jersey City, New Jersey; Mountain View, California; Marlton, New Jersey; Tallahassee, Florida; and remote offices across the country—who are tackling the industry’s toughest challenges. 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. To learn more, visit sagesure.com.