Jobs · Wisconsin

Insurance Reporting Analyst

Jewelers Mutual Group · Neenah, WI · 3 wk ago
HybridFull-time

About the role

The Insurance Reporting Analyst supports the finance function by delivering accurate, timely financial and product-level reporting that drives underwriting, pricing, and business decisions. This role combines financial acumen with analytical rigor to produce variance analysis, reconciliations, and insights that align with P&C insurance product performance, regulatory reporting, and risk management objectives.

Since 1913 Jewelers Mutual has been committed to supporting the Jewelry industry and putting customers at the center of everything we do. With over a century of trusted expertise, we’re financially strong, forward‑thinking, and driven by curiosity. Guided by our core values of Agility, Accountability, and Relevancy, we lead through innovation. As a technology‑focused organization, we embrace cutting‑edge tools and data‑driven insights to continuously improve our products, services, and customer experience. Our mission is to be the industry’s most trusted advisor by investing in our people, adopting new technologies, and striving for excellence. We’re dedicated to fostering growth through collaboration, powered by bold thinking, teamwork, and the passion of our people. Here, you’ll move fast and embrace change, always look for better ways, grow, thrive, and help shape what’s next. Join us and be part of a culture where you can make an impact while building your future.

Responsibilities

  • Prepare and validate monthly product-level financial reports (by line of business, policy type, geographic segment)
  • Perform variance analysis on premium, loss, and expense metrics
  • Reconcile product data across underwriting, claims, and accounting systems
  • Ensure alignment with regulatory requirements (state insurance department filings, NAIC standards)
  • Validate source data accuracy and completeness
  • Document data definitions, calculation logic, and metric standards to ensure consistency across reporting periods and users
  • Identify inefficiencies in reporting workflows; recommend process redesigns and technology solutions (e.g., workflow automation, AI‑augmented analytics) to improve accuracy and timeliness
  • Participate in implementation of new systems, tools, and governance frameworks; support change management and adoption

Requirements

Solid understanding of P&C insurance accounting (premium recognition, loss reserves, reinsurance accounting); competency in data validation, cleansing, and lineage; ability to identify and document data quality issues; proficiency with data tools and reporting platforms; hands‑on experience with insurance‑specific systems (e.g., underwriting platforms, claims systems, general ledger); ability to evaluate and recommend tools that optimize reporting efficiency and quality; critical thinking to question assumptions, validate results, and recommend process improvements; attention to detail and commitment to accuracy in high‑stakes regulatory and business reporting.

Physical requirements: prolonged periods sitting at a desk and working on a computer; occasionally required to stand; walk; use hands to finger, handle, or touch objects or controls; and talk or hear.

Qualifications

Associate's degree in Accounting, Business, Mathematics, or related field; 2–5 years of experience in insurance finance, product reporting, or financial analytics; knowledge of P&C insurance products and underwriting/claims processes; familiarity with regulatory reporting (state filings, NAIC, GAAP compliance).

Benefits

  • Competitive Compensation & Benefits: Includes performance bonuses, generous paid time off, and a top‑tier retirement program with 401(k) matching and additional company contributions.
  • Collaborative Culture: Work alongside talented, passionate peers who value ownership and continuous learning.
  • Community & Giving: Benefit from 50% charitable gift matching and paid volunteer time to support nonprofit causes.
  • Great Place to Work® Certified: Join a team recognized for an environment of innovation and growth.

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