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Manager, Bordereau Reporting ID - 13045

The Manager of Bordereau Reporting oversees reporting processes for carriers and partners, manages month-end activities, ensures compliance, and identifies process improvements.

Summary Generated by Built In

Overview: 

If you're looking for the stability of a profitable, growing company with the entrepreneurial spirit of a startup, we’re hiring. SageSure, a leader in catastrophe-exposed property insurance, is seeking a Manager of Bordereau Reporting. The ideal candidate will be a highly motivated individual with the drive and desire to make significant contributions to the success of SageSure Insurance Managers Program Reporting team. In this role, the Manager of Bordereau Reporting will oversee carrier and distribution partner reporting processes, ensuring the timely and accurate completion of reports. This includes managing critical milestones throughout the month-end processes and performing thorough reviews and validations of the reports. The role will also be responsible for overseeing the review and reconciliation of Surplus Lines payment processes.  

What you’d be doing: 

  • Manage and coordinate carrier and distribution partner reporting processes 
  • Review month end reporting for accuracy and compliance 
  • Oversee and ensure timely, accurate commission receipts and payments to/from carrier and distribution partners 
  • Manage Surplus Lines payment processes and review reconciliation 
  • Review Surplus Lines payment reconciliation 
  • Responsible for delivery of management and operational reporting, while providing corporate reporting needs (e.g. OKRs) when necessary. 
  • Generate ad-hoc reports for management 
  • Provides prompt, courteous, and excellent service to internal and external stakeholders 
  • Identifies process improvement opportunities and suggests innovative ideas for improvement  
  • Handles multiple tasks while meeting established process requirements and standards  
  • Acts with a sense of urgency and takes ownership regarding aspects of program reporting and escalation of issues  
  • Ensures issues are referred to appropriate areas; leveraging internal relationships to ensure efficient issue resolution; involves leadership when necessary. 
  • Other duties and projects as assigned.  
  • Ability to work overtime as needed to meet business needs  

 

We’re looking for someone who has: 

  • 5+ years finance, accounting or reporting-related work experience with an overall performance rating of at least Effective or higher 
  • 5+ years Surplus Lines-related work experience with an overall performance rating of at least Effective or higher 
  • Demonstrated high level of accuracy and ability to meet established SLA’s 
  • Professionalism and accountability 
  • Track-record of success in managing multiple, diverse, and concurrent work activities 
  • Proven ability to collaborate with cross-functional teams and lead initiatives for process improvement  
  • Proficient in Microsoft Word, PowerPoint, and Excel  
  • Exceptional analytical, organizational, and time management skills  
  • Excellent critical thinking abilities to define problems, analyze data, establish facts, and draw valid conclusions  
  • Outstanding written and verbal communication skills  

 

Highly preferred candidates also have: 

 

  • Bachelor’s degree in Business, Finance, Accounting or a related field preferred 
  • Experience with modern data analysis and report automation tools, including PowerQuery, SQL, or similar technologies 

About SageSure:
 
Named among the Best Places to Work in Insurance by Business Insurance for four years in a row (2020-2023), SageSure is one of the largest managing general underwriters (MGU) focused on catastrophe-exposed markets in the US. Since its founding in 2009, SageSure has experienced exceptional growth while generating underwriting profits for carrier partners through hurricanes, wildfires, and hail. Available in 16 states, SageSure offers more than 50 competitively priced home, flood, earthquake, and commercial products on behalf of its highly rated carrier partners. Today, SageSure manages more than $1.9 billion of inforce premium and helps protect 640,000 policyholders. 
 
SageSure has more than 1000 employees working remotely or in-office across nine offices: Cheshire, Connecticut; Chicago, Illinois; Cincinnati, Ohio; Houston, Texas; Jersey City, New Jersey; Mountain View, California; Marlton, New Jersey; Tallahassee, Florida; and Seattle, Washington.  
 
SageSure offers generous health benefits and perks, including tuition reimbursement, wellness allowance, paid volunteer time off, a matching 401K plan, and more.
 
SageSure 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 recognize that our differences make us strong, and we actively seek out diverse candidates through partnerships with organizations, institutions and communities that represent various backgrounds. We champion belonging and inclusion for all identities, including, but not limited to, race, ethnicity, religion, sexual orientation, age, veteran status, ability status, gender, and country of origin, striving to create a culture where all individuals feel valued, respected, and empowered to bring their authentic selves to work.
 
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. Come join our team! Visit sagesure.com/careers to find a position for you.

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