Job description
SageSure, the insurance first, tech-forward, capital-lite managing general underwriter that focuses on the underserved, preferred homeowners middle-market, is seeking a Program Reporting Analyst to join our Corporate Finance team. This role serves a key role in production of month-end program reporting and surplus lines reporting processes. This position will work with Corporate Finance team members as well as other departments to prepare, analyze, and validate reports required for carriers, distribution partners, and state compliance offices.
What you’ll be doing:
- Carrier and Distribution Reporting:
- Prepare, analyze, and validate monthly carrier and distribution partner financial data
- Update and maintain all month end reporting macros for continued efficiency of monthly report creation for carrier and producer reports
- Prepare month end bordereau and commission reporting for carriers and distribution partners
- Help ensure timely, accurate commission payments to distribution partners
- Maintain month end validation processes and update as necessary
- Monitor and maintain rate, fee, and commission changes, and add to validation process
- Monitor new product launches to ensure accurate inclusion in month end reporting
- Reconcile carrier monthly roll-forward reporting
- Prepare monthly budget vs. actual program exhibits for management
- Create adhoc reports for management
- Maintain process documentation and control narrative
Surplus Lines Compliance and Reporting:- Prepare submission of surplus lines taxes, preparation of tax affidavits and filing of required forms on timely basis as specified by each state
- Research and analyze changes to surplus lines reporting regulations and organize the implementation of new rules
- Work with internal departments to ensure regulatory compliance
- Maintain the compliance log to record adherence to state policy and track payment and filing statistics
- Establish and create reporting requirements and procedures
- Maintain individual state requirements
- Assist with internal and external audits
- Prepare monthly management reporting
We’re looking for someone who has:
- Bachelor’s Degree in Finance, Accounting, or related field
- 3-5 years of relevant financial analysis experience
- Ability to review and analyze regulatory compliance materials to update the operating procedures
- Excellent communication skills
- Advanced Excel skills, including macros
- Analytical review competency
- Attention to detail and able to work independently
- Ability to gain understanding of how internal applications and related Information Technology controls support achievement of business processing objectives
- Time and project management skills
Highly preferred candidates also have:
- Working knowledge of XML programming
- Experience in surplus lines reporting, audit, or regulatory examination preferred
#LI-PD1
If shaping the future of an industry sounds exciting, you’ll love working at SageSure! A Best Places to Work in Insurance Recipient for three years in a row (2020-2022), SageSure is a managing general underwriter leader and insurance technology innovator serving disaster-prone areas. That means we sell insurance through our proprietary technology platform in places other insurance companies won’t do business. Our success in delivering coverage in America’s most challenging markets is the result of our strategic focus to understand and adequately price risk. We offer 50+ products in 14 states, serving over 400,000 policyholders while managing more than $910 million in written premium. We have eight office locations—Jersey City, NJ; Mountain View, CA; Chicago, IL; Tallahassee, FL; Cincinnati, OH; Houston, TX; Mt. Laurel, NJ; and Cheshire, CT—as well as numerous remote employees across the country.
We provide generous health benefits and perks, including tuition reimbursement, wellness allowance, paid volunteer time off, a matching 401K plan and more. SageSure fosters inclusion, creating an environment where everyone can bring their whole self to work. We’re energetic, forward-thinking problem solvers; come join our team! For more information on SageSure opportunities, visit www.sagesure.com/careers/.
SageSure is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, disability, veteran status, gender identity, national origin or any other factor protected by applicable federal, state or local laws.
SageSure is only open to hiring remote candidates who are residents in the following states: Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Illinois, Indiana, Iowa, Kentucky, Louisiana, Maine, Michigan, Minnesota, Mississippi, Missouri, Nebraska, Nevada, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, Wisconsin, and Wyoming.
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