SageSure · 10 hours ago
Manager, Portfolio Forecasting
Chicago, IL
Full-time
Hybrid
Senior Level
5+ years expSageSure is a leader in catastrophe-exposed property insurance, and they are seeking a Manager – Portfolio Forecasting to drive critical processes and support overall carrier portfolio management. This role involves combining analytical expertise with leadership to deliver financial projections and insights while collaborating closely with senior leadership.
Commercial InsuranceFinancial ServicesInsuranceProperty Insurance
Responsibilities
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
Qualification
Required
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
Preferred
Master's degree in a relevant discipline
Professional certifications such as ARe or CPCU
Familiarity with general data management principles
Benefits
Generous health benefits
Tuition reimbursement
Wellness allowance
Paid volunteer time off
A matching 401K plan
Company
SageSure
SageSure offers property and casualty insurance solutions tailored for homeowners in regions prone to natural catastrophes.
1001-5000 employees
H1B Sponsorship
SageSure has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (7)
2024 (3)
2023 (4)
2022 (2)
2021 (1)
2020 (2)
Funding
Current Stage
Late StageTotal Funding
$900MKey Investors
Wintrust FinancialAres ManagementCitizens Bank
2025-07-11Debt Financing· $100M
2023-05-16Private Equity· $250M
2023-03-28Debt Financing· $50M
Leadership Team
Terrence McLean
Co-Founder, President, and CEO
C
Colin Smith
Chief Operating Officer
Recent News
Business Wire
2025-12-01
2025-10-03
2025-07-30
Company data provided by crunchbase