Senior Program Reporting Analyst
SageSure
Overview:
SageSure is seeking a highly motivated and detail-oriented Senior Program Reporting Analyst to serve as a critical link between the Analyst and Manager levels within our Program Reporting team. This individual will lead advanced reporting and analytics initiatives, take ownership of recurring and ad hoc deliverables, and drive process improvement and automation. The Senior Program Reporting Analyst will collaborate closely with cross-functional teams and act as a subject matter expert in both operational reporting and business intelligence, supporting both day-to-day execution and strategic decision-making.
What you’d be doing:
Carrier and Distribution Partner Reporting
- Lead the monthly preparation, validation, and delivery of carrier and distribution partner reporting.
- Perform advanced data reviews to ensure accuracy, consistency, and regulatory compliance.
- Identify and resolve complex data discrepancies independently and in collaboration with stakeholders.
- Optimize and automate recurring reporting processes using tools such as SQL, Power Query, and Power BI.
- Develop, maintain, and enhance reporting validation tools.
- Act as a point of contact for escalations and complex issues related to month-end processes.
- Support the launch of new products by ensuring accurate data integration into reporting systems.
Leadership & Process Improvement:
- Serve as a technical mentor and thought partner to junior analysts.
- Drive initiatives to improve reporting accuracy, operational efficiency, and data integrity.
- Identify automation opportunities and lead the development of tools or templates to reduce manual effort.
- Participate in cross-functional initiatives and system upgrades as a reporting SME.
- Develop documentation and knowledge-sharing materials for new tools, processes, and best practices.
We’re looking for someone who has:
- 4+ years of experience in financial, operational, or regulatory reporting, preferably in insurance, finance, or accounting environments.
- Proven experience in working with large datasets, validating data accuracy, and resolving discrepancies.
- Advanced Excel skills, including use of macros, pivot tables, power pivot and complex formulas.
- Strong working knowledge of SQL, Power Query, DAX, and BI/reporting tools (e.g., Power BI, Tableau, SSRS).
- Experience with Amazon Redshift, DOMO and Power Automate is a plus.
- Ability to manage multiple priorities, meet tight deadlines, and operate independently.
- Excellent analytical and problem-solving skills with a strong attention to detail.
- Effective communication skills with the ability to interface across multiple departments and organizational levels.
- Comfortable collaborating with IT and data teams to troubleshoot or improve data pipelines and reporting systems.
- Demonstrated leadership potential, including coaching peers, initiating process improvements, or leading small projects.
Preferred Qualifications:
- Bachelor’s degree in Business, Finance, Accounting, Information Systems, or a related field.
- Prior exposure to carrier or bordereau reporting processes.
- Familiarity with modern data architecture and tools used for automation and data validation.
- Experience with regulatory reporting (especially Surplus Lines) is a strong plus.
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.