The Underwriting Analyst is responsible for the accurate maintenance, validation, and distribution of monthly and quarterly bordereau (detailed report that summarizes transactions, exposures, premiums, claims, or policy activity) and carrier reports across multiple insurance programs. This role ensures data integrity, compliance with carrier reporting requirements, and the timely delivery of information to internal and external stakeholders.
The Underwriting Analyst reviews, reconciles, and troubleshoots bordereau submissions, maintains reporting schedules, supports financial and data accuracy, and facilitates the ingestion of reporting data into internal systems. This role also plays a key part in advancing automated and scalable bordereau processes by helping design, maintain, and enhance data workflows, validation controls, and system integrations that reduce manual effort and improve consistency across programs.
Success in this role requires close collaboration with underwriting, accounting, program management, and carrier partners to resolve data discrepancies, support reporting initiatives, and continuously improve reporting processes.
Requirements:
Bachelor’s degree in Business, Accounting, Management Information Systems (MIS), Computer Science, Mathematics, Economics, or a related field, or equivalent professional experience.
Strong hands-on experience using SQL for data analysis, reconciliation, and reporting, including complex queries (joins, aggregations, subqueries) across multiple datasets.
Experience managing and validating large, multi-source datasets, ensuring data accuracy, auditability, and reliable, repeatable reporting processes.
Proficiency in Microsoft Excel for data validation, analysis, and presentation (e.g., formulas, lookups, pivot tables), with an emphasis on using SQL or automated solutions as the primary data source.
Our Benefits Include:
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.
