Senior Underwriting Operations Analyst
Core
Support day-to-day operations for retail and delegated authority insurance businesses by processing, reconciling, and reporting premium and claims activity.
Role type
Senior Underwriting Operations Analyst
Builds
Operational and financial reports, KPIs, and audit-ready documentation for insurance partners.
Domain
Insurance / Financial Operations
Deliverable
dashboards & analysis
Required skills
Premium and claims reconciliation, Bordereaux (BDX) processing, Financial reporting, Audit support, Process improvement, Data analysis, Excel proficiency, Risk management adherence
Preferred skills
Delegated authority/MGA experience, Third-party administrator (TPA) oversight, Commercial/specialty insurance knowledge, BI and AI tools
Responsibilities
Process and reconcile premium and claims bordereaux from delegated authority partners; Investigate and resolve discrepancies in premiums, claims, billing, and reporting; Assist with monthly accruals, reconciliations, and management reporting; Prepare and distribute operational and financial reports including KPIs; Support internal and external audits and delegated authority oversight activities; Collaborate with Underwriting, Claims, Finance, and Brokers to resolve issues and improve processes.
Seniority
Mid-Senior, hands-on IC