Porch Group
Teams at Porch Group
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The Finance Manager supports insurance budgeting, forecasting, capital modeling, risk assessments, reinsurance analysis, and financial reporting. Responsibilities include monitoring regulatory and rating agency metrics, analyzing profitability and operational performance, supporting corporate insurance programs, conducting stress tests, and preparing materials for leadership, auditors, and external partners. The role collaborates with actuarial, corporate finance, premiums, and losses teams while using AI tools to improve modeling, analysis, reporting, and process efficiency.
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Handle customer cancellation requests to salvage accounts, manage the full retention process, monitor logs, use retention scripting, coordinate with claims to resolve issues, track retention measures, and provide prompt, professional customer service while learning policy and claims protocols.
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Evaluates customer interactions against quality, sales, and service standards; delivers coaching feedback; partners with managers on performance improvement; tracks audits and quality metrics; participates in calibration and training; and uses Level AI and other conversation intelligence tools to identify trends, validate scoring, and improve customer experience. The role also provides occasional phone coverage and requires full overnight overlap with U.S. Eastern Time business hours.
