Manager - Bordereau Reporting

March 19

🐊 Florida – Remote

Although this job is listed in Florida, this company may be open to hiring remote in other states.

🏖️ New Jersey – Remote

Although this job is listed in New Jersey, this company may be open to hiring remote in other states.

⏰ Full Time

🟡 Mid-level

🟠 Senior

👔 Manager

🦅 H1B Visa Sponsor

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SageSure

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SageSure is a leading provider of property insurance products to homeowners and small businesses in coastal states. As an innovation-focused company, SageSure utilizes advanced technology to offer tailored insurance solutions, ensuring comprehensive coverage and risk management.

Innovative Property Insurance Products • MGU

501 - 1000 employees

👥 B2C

💸 Finance

📋 Description

• 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

🎯 Requirements

• 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

🏖️ Benefits

• Generous health benefits • Tuition reimbursement • Wellness allowance • Paid volunteer time off • Matching 401K plan