Manager, P&C Portfolio Forecasting

Overview

We’re hiring a Manager – Portfolio Forecasting to help drive some of the company’s most critical processes and support Sage Sure leaders in overall carrier portfolio management. This high‑impact role sits within the Carrier Operations team, which reports through the Office of the CEO. In this position you’ll combine strong analytical and technical expertise with functional leadership to deliver high‑quality financial projections and portfolio insights.

This is a unique opportunity to further shape portfolio forecasting best practices while working closely with senior leadership on portfolio strategy.

• Own the end‑to‑end carrier portfolio premium and exposure forecasting processes leveraging a Python and SQL‑based simulation model.
• Collaborate with Portfolio Managers and Business Unit Leaders to align forecasting assumptions with evolving product strategies and market plans.
• Analyze actual portfolio performance across a range of KPIs to monitor business outcomes.
• Draft and deliver executive summaries for Senior Leadership on actual and projected results.
• Manage and mentor analyst staff supporting forecasting and performance analysis activities.

• Generate insights on risk, exposure, and market positioning to guide strategic decision‑making.
• Assist in the development of board materials, external carrier portfolio reviews, and investor presentations as needed.
• Partner cross‑functionally to support financial modeling, due diligence efforts, and key business initiatives.

• Collaborate with the Senior Manager of Carrier Operations and internal software teams to improve and further scale forecasting capabilities.
• Drive further automation of existing procedures through process enhancements or creation/procurement of additional tooling.
• Design and manage DOMO‑based applications supporting portfolio performance tracking.
• Develop and maintain standard operating procedures (SOPs) for all aspects of the portfolio projections process.

• Bachelor’s degree in computer science, data science, actuarial science, statistics, finance, or a related field.
• 5+ years of experience in financial analysis, forecasting, or related functions—preferably within insurance or reinsurance.
• Strong command of Python, SQL, Excel, VBA, Alteryx, and data visualization tools (e.g., DOMO, Tableau, Power BI).
• Experience building and maintaining complex forecasting models.
• Strong knowledge of P&C insurance concepts.
• Proven leadership skills with the ability to develop talent and foster collaboration in a high‑performance environment.
• Excellent analytical, problem‑solving, and communication skills.

• Master’s degree in a relevant discipline.
• Professional certifications such as ARe or CPCU.
• Familiarity with general data management principles.

Named among the Best Places to Work in Insurance by Business Insurance for four years in a row (2020‑2023), Sage Sure is one of the largest managing general underwriters focused on catastrophe‑exposed markets in the US. Since its founding in 2009, Sage Sure has experienced exceptional growth while generating underwriting profits for carrier partners through hurricanes, wildfires, and hail. Sage Sure offers more than 50 competitively priced home, flood, earthquake, and commercial products on behalf of its highly rated carrier partners and manages more than $1.9 billion of in‑force premium, protecting 640,000 policyholders worldwide.

Sage Sure offers generous health benefits and perks, including tuition reimbursement, wellness allowance, paid volunteer time off, a matching 401(k) plan, and more.

Sage Sure is a proud Equal Opportunity Employer committed to building a workforce that reflects the spectrum of perspectives, experiences, and abilities of the world we live in. We champion belonging and inclusion for all identities, and we actively seek out diverse candidates through partnerships with institutions and communities that represent various backgrounds.

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