Job Description

The Statistical Reporting Analyst will be responsible for independently managing and executing the filing and reporting of insurance data and information to a variety of internal and external stakeholders. Strong communication, analytical skills, and attention to detail are critical to the success of this role.

The position will report data to regulatory agencies, primarily ISO, ISS, NCCI, and other state insurance bureaus and departments, serving as a key operational contact for routine bureau interactions. The Analyst will own reporting schedules, organize and validate data, and ensure compliance with regulatory deadlines and requirements.

The Analyst prepares and presents regular status updates, variance explanations, and issue summaries to management related to reporting accuracy, deadlines, and regulatory impacts.

In this position, you will work cross-functionally with Finance, Underwriting, IT, and other departments to ensure data integrity and reconciliation to the Annual Statement and General Ledger. The successful candidate will be able to work independently, manage time effectively, and support departmental initiatives and projects with minimal supervision.

KEY RESPONSIBILITIES AND ESSENTIAL FUNCTIONS:

• Proactively initiates, develops, and maintains effective working relationships with team members and cross-functional business partners.
• Demonstrates the ability to cooperate with a variety of people and achieve results, including collaborating across departments to resolve data and reporting issues.
• Collaborates with Finance, Underwriting, and IT to achieve project goals and support reporting readiness for new programs and partner initiatives.
• Ability to handle multiple tasks and utilize time effectively while managing competing internal and external reporting deadlines.
• Maintain and manage regulatory stat reporting schedules, documentation, and audit-ready files.
• Correct reporting errors based on established insurance bureau processes and participate in root-cause analysis to prevent recurrence.
• Develop new validations for new requirements and enhance existing controls to improve data accuracy and reporting quality.
• Review circulars and bulletins from ISO, ISS, NCCI, and state agencies to determine reporting impacts and communicate requirements to affected stakeholders.
• Define new report requirements and work with IT to retrieve data from company systems to support reporting, including data mapping, testing, and validation activities.
• Balance all reports to the Annual Statement, Insurance Expense Exhibit, and General Ledger, investigating and resolving variances in partnership with Finance.
• Work with Finance to process and validate incoming data and ensure alignment between operational and financial reporting.
• Complete reports using required submission methods (paper, email, web-based portals, etc.) in accordance with bureau standards.
• Work with Underwriting to define internal data needs for partner programs and support ongoing data quality and reporting compliance.

Requirements

MINIMUM QUALIFICATIONS:

• Strong attention to detail with the ability to analyze and interpret insurance data.
• Ability to schedule work and meet internal and external deadlines in a deadline-driven regulatory environment.
• Analyze new report requirements and formulate company responses under established regulatory guidance.
• Intermediate to advanced Microsoft Excel proficiency, including reconciliations, formulas, and data validation.
• Confident in communicating with outside parties, including regulatory stat reporting agencies, verbally and in writing.
• 1–3 years’ experience in Property and Casualty Commercial Lines Insurance, with exposure to underwriting, rating, accounting, business analysis, or data reporting.
• Work history in accounting, banking, mortgage accounting, medical billing, or similar regulated, detail-oriented positions will be considered.
• Proven experience working with Excel and developing and maintaining analyses and reporting tools.
• Possess solid math and analytical skills.
• Bachelor’s degree in business or related field preferred.
• Advanced skills in Microsoft Office applications, specifically Word, Excel, and Outlook.

CONFIDENTIAL INFORMATION:

All information (written, verbal, electronic, etc.) that an employee encounters while working at the Company is considered confidential. Reference corporate policies, guidelines and applicable laws.

WORKING CONDITIONS

This position is located in a professional office environment. This role routinely uses standard office equipment and requires the physical demands of a normal office position with some light lifting. This is a full-time position with benefits.

DISCLAIMER

This job description is not a contract of employment. It represents the minimum requirements of the job and includes the major responsibilities but not all responsibilities. Trean Corporation will change and update this job description, as necessary.

Any employment with Trean Corporation will be “at will,” meaning that either you or the Company may terminate your employment at any time and for any reason, with or without cause or advance notice.