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Manager, Bordereau Reporting

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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

Ensure timely, accurate Surplus Lines payments, in compliance with reporting regulations

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:

As a Best Places to Work in Insurance Recipient for four years in a row (2020-2023), SageSure, one of the largest residential property insurance managing general underwriter (MGU) in the United States, is pioneering ways people protect their American Dream.

A leader in catastrophe-exposed property insurance, SageSure was founded in 2009 to deliver reliable products, exceptional customer experiences, and strong underwriting results in challenging insurance markets. SageSure currently operates in 14 states and provides home, flood, and commercial coverage on behalf of its highly rated carrier partners.

We have more than 600 employees working remotely or hybrid in one of our eight offices—Jersey City, NJ; Mountain View, CA; Chicago, IL; Tallahassee, FL; Cincinnati, OH; Houston, TX; Mt. Laurel, NJ; and Cheshire, CT—who are tackling the industry’s toughest challenges.

We provide 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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Average salary estimate

$95000 / YEARLY (est.)

min

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$80000K

$110000K

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What You Should Know About Manager, Bordereau Reporting, SageSure

If you’re ready to dive into a rewarding opportunity as the Manager of Bordereau Reporting at SageSure, a leader in catastrophe-exposed property insurance, then we want to hear from you! This role offers a unique blend of stability from a growing company combined with the entrepreneurial energy of a startup. You’ll take charge of the reporting processes between carriers and distribution partners. Think of it as being the go-to person for ensuring the timely completion of crucial reports. You will oversee the month-end reporting, ensure compliance, and track surplus lines payment processes. Your keen attention to detail will help you perform thorough reviews and validations to ensure everything is accurate and on time. But that's not all! You’ll also identify opportunities for process improvement and collaborate with various teams to enhance efficiencies. With over 600 employees located in multiple offices, including Jersey City, NJ and Tallahassee, FL, SageSure prides itself on its inclusive culture and commitment to innovation. If you have a strong background in finance or accounting and are passionate about delivering exceptional service to both internal and external stakeholders, then this role is a perfect fit for you. So, if you’re ready to bring your expertise to SageSure and make significant contributions to our program reporting team, we’d love to welcome you aboard!

Frequently Asked Questions (FAQs) for Manager, Bordereau Reporting Role at SageSure

What are the key responsibilities of the Manager, Bordereau Reporting at SageSure?

As the Manager of Bordereau Reporting at SageSure, you will manage carrier and distribution partner reporting processes, ensuring accuracy and compliance. You'll also oversee month-end reporting, ensure timely commission payments, and handle surplus lines payment processes. Your role will involve generating ad-hoc reports and collaborating with cross-functional teams to enhance reporting processes.