Statistical & Regulatory Reporting Analyst

Summary

Support the Company’s statistical and regulatory reporting function, with primary responsibility for preparing accurate and timely state regulatory data calls and assisting with policy-level statistical reporting, reinsurance reporting, data quality monitoring, internal controls, and related external reporting. Work closely with the Statistical & Regulatory Reporting Manager, Corporate Finance, field operations, Information Systems, and other stakeholders to compile, validate, reconcile, document, and submit required information.

Contribute to process improvement and automation efforts using available reporting and analytical tools.

Prepare recurring and ad hoc statistical reports using policy-level data and other Company information. Perform data validation, reconciliations, and quality control reviews to support the accuracy, completeness, and timeliness of policy and statistical reporting. Assist with monitoring unmatched policies, large commercial policies, and other policy-reporting exceptions. Research variances and escape significant issues to the Manager. Coordinate with field operations and Information Systems to obtain data, resolve reporting issues, and promote consistent policy-entry and reporting practices.

Assist in maintaining reporting instructions, data definitions, procedures, work papers, and supporting documentation. Support preparation of training materials and communications for field offices regarding policy reporting standards and process changes. Assist with the development and maintenance of reports and key performance indicators related to policy production, unmatched policies, statistical data, and other policy metrics.

Prepare annual state regulatory data calls and other recurring regulatory submissions under the direction of the Manager. Prepare responses to ad hoc data requests from state insurance departments and other regulatory bodies. Research filing instructions and changes in state, NAIC, and other applicable reporting requirements and summarize potential impacts for review by the Manager. Maintain filing calendars, status tracking, supporting documentation, and evidence of review and submission.

Assist with regulatory inquiries, market conduct examinations, and related requests involving statistical or policy-level data.

Assist with preparation of quarterly and annual reinsurance reporting packages provided to the Company’s third-party reinsurance broker and other stakeholders. Reconcile reinsurance data to applicable source systems and financial records and investigate and document differences. Prepare supporting schedules, work papers, and responses to follow-up questions related to reinsurance reporting.

Perform assigned internal controls over statistical, regulatory, and reinsurance reporting and retain appropriate documentation. Identify data-quality, control, or process issues and communicate them promptly to the Manager. Assist with testing and implementation of system enhancements, regulatory changes, and process improvements that reduce manual effort and improve reporting reliability. Use Microsoft Excel and available reporting tools, which may include Workday, Office Connect, Adaptive Planning, and Power BI, to compile, analyze, reconcile, and present information.

Assist in developing and maintaining automated dashboards that provide visibility into policy production, unmatched policies, key performance indicators, and reinsurance metrics. Assist with recurring and ad hoc reporting to the parent company, regulators, rating agencies, auditors, and other internal or external stakeholders. Support industry, competitor, and rating-agency analyses by compiling and validating requested information. Provide limited assistance with GAAP and statutory financial reporting when statistical, policy, reinsurance, or regulatory data is required.

Perform various special projects and analyses, as required.

Complies with Company policies, procedures, regulatory requirements, and completes mandatory Company compliance training by prescribed deadlines. At a minimum, the ability to work scheduled office hours, Monday through Friday. Extended working hours may be necessary in connection with required filing and reporting deadlines. Dependable, reliable, and punctual attendance is…