Insurance Portfolio Manager

The insurance industry is evolving, and SIAA is excited to drive this evolution.

As the premiere agent alliance, we have created the strongest network where independent insurance agencies can accelerate their growth by accessing diverse products from the most reputable carriers available.

We make a difference in people’s lives by helping them build successful careers and businesses, and when we achieve this for our member agencies, our strategic partner carriers, and for our internal team, the potential for our collective success is unlimited.

As a Great Place to Work, SIAA embraces the unique experience, background, and perspective that each individual brings, and we are connected by the common core values that drive our success: Persistent Positivity, Intellectual Curiosity, Humble Authenticity, Selfless Collaboration, and Solution-Driven.

Join a team that is relentless in its’ pursuit of continuous improvement and execution of forward-thinking ideas.

If you are looking for an organization where your ideas are heard, your feedback is valued, and your opportunities to learn and grow abound look no further than SIAA and our master agency network.

SAN Group, New England's largest master agency, has a new opportunity for a Portfolio Manager.

The successful candidate will be highly organized and detailed oriented.

They will be responsible for overseeing network performance, identifying trends, profitability reviews and ensuring the integrity of data within the portfolio.

Advanced Excel skills, exceptional attention to detail, and a strong analytical mindset are essential for this position.

The position is remote; however the ideal candidate will reside within a commutable distance to Hampton, NH. 

Who Should Apply

This role is ideal for candidates who:


* Are skilled at analyzing data to identify trends, risks, and opportunities.


* Have strong attention to detail with a commitment to data accuracy and integrity.


* Are comfortable working with complex datasets and producing clear, actionable insights.


* Reside within a commutable distance to Hampton, NH. 

Essential Duties & Responsibilities


* Conduct comprehensive reviews of agency books to assess performance, identify areas of improvement, and ensure compliance with company policies and procedures.


* Analyze data related to the property and casualty insurance portfolio to identify trends, opportunities, and potential risks.


* Verify the integrity of data by conducting thorough checks and audits to ensure accuracy and completeness.


* Develop and maintain reports and dashboards to track key performance indicators, trends, and portfolio metrics.


* Collaborate with strategic partner carriers to gather insights and facilitate decision-making processes.


* Provide recommendations for portfolio optimization and strategic initiatives based on data analysis and market insights.


* Act as a knowledgeable resource on property and casualty insura...