Manager, P&C Portfolio Forecasting

Manager Portfolio Forecasting

Jersey City, New Jersey, United States

• 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 a related function, 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

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 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.