What are the responsibilities and job description for the Insurance Data & Reporting Analyst position at Applied Underwriters?
United Risk is a global property and casualty insurance underwriting and distribution platform with deep worldwide technical resources, large underwriting capacity, and an entrepreneurial spirit. A performance outlier for over three decades, United Risk is a magnet for top-tier talent and has become the global choice of top quartile insurance entrepreneurs.
The Insurance Data & Reporting Analyst is responsible for the accurate maintenance, validation, and distribution of monthly and quarterly bordereau and carrier reports across multiple insurance programs. This role ensures data integrity, compliance with carrier reporting standards, and timely delivery of information to internal and external partners.
You will review, reconcile, and troubleshoot bordereau submissions, maintain reporting schedules, ensure financial accuracy, and support data ingestion into internal systems. Collaboration with underwriting, accounting, program management, and carrier contacts is essential for resolving data issues and improving reporting processes.
\n- Bachelor’s degree in Business Management, Business Administration, Accounting, Management Information Systems (MIS), Computer Science, Mathematics, Economics, etc.
- Strong proficiency in Microsoft Excel, including complex formulas, data transformations, lookups, conditional logic, pivot tables, and validation.
- Working knowledge of SQL (Sequel) for data extraction, reconciliation, and analysis.
- Experience managing large data sets from multiple sources with high accuracy and attention to detail.
- 100% employer-paid medical, dental, and vision insurance for employees.
- 401(k) plan with 100% immediate vesting and a 4% company match.
- Paid time off (PTO) and paid holidays.
- Life, disability, critical illness and accident insurance.
- Employee Assistance Program (EAP).
- Pre-tax Flexible Spending Accounts for health, dependent care, and commuter-related expenses.
- Tuition reimbursement.
- Fitness reimbursement and various additional quality-of-life benefits.
United Risk is independently owned and operated by its practice partners and is affiliated with Applied Underwriters through its common and powerful brand identity.