Regulatory Reporting Analyst– Remote
CSAA Insurance Group (CSAA IG), a AAA insurer, is one of the leading personal lines property and casualty insurance groups in the United States. Here, every employee shapes our mission. We build innovative, human-centered solutions that help AAA members prevent, prepare for, and recover from life's uncertainties.
About the role
Responsible for coordinating, analyzing, and submitting regulatory data requests from state insurance departments, the National Association of Insurance Commissioners (NAIC), and other regulatory agencies. This role ensures the timely and accurate reporting of personal lines insurance data—including premiums, exposures, claims, underwriting results, and other key business metrics—to maintain regulatory compliance. Accurate submissions are critical to minimizing regulatory risk and avoiding potential penalties, corrective actions, or restrictions on the company's ability to operate within a jurisdiction.
Responsibilities
- Coordinate and validate regulatory reporting to ensure accuracy, consistency, and compliance across all external submissions.
- Analyze regulatory data against statutory financial statements and prior regulatory filings to identify, reconcile, and resolve discrepancies before submission.
- Apply knowledge of statutory financial reporting and regulatory reporting requirements to ensure data integrity and compliance with regulatory expectations.
- Maintain consistency across reporting cycles by leveraging established reporting methodologies and institutional knowledge to support accurate and reliable regulatory submissions.
- Manage multiple recurring and ad hoc regulatory data requests, balancing competing priorities while meeting strict regulatory deadlines.
- Plan, prioritize, and coordinate cross-functional activities to ensure timely collection, validation, and submission of required regulatory information.
- Identify and mitigate risks that could impact reporting timelines, escalating issues and engaging subject matter experts as needed.
- Collaborate with internal business partners to resolve data gaps, determine appropriate reporting approaches, and ensure complete and accurate submissions.
- Serve as the primary point of contact with regulatory agencies, proactively communicating regarding data clarifications, reporting requirements, and submission timelines, including extension requests when necessary.
- Partner with cross-functional teams, including Legal, Product Management, Actuarial, Claims, Service Operations, Accounting & Finance, and other business units to gather, validate, and interpret regulatory data.
- Serve as the primary liaison between regulatory agencies and internal stakeholders, coordinating information requests and ensuring accurate, complete, and timely regulatory submissions.
- Foster strong cross-functional relationships to align regulatory reporting with business operations and ensure compliance with regulatory requirements.
Requirements
- High school diploma or equivalent required; bachelor's degree in a related field may substitute for two years of relevant experience.
- Six (6) or more years of analytical experience in the insurance or a related industry; experience across multiple business functions preferred.
- Advanced proficiency with Microsoft Office Suite and experience using analytical and reporting tools such as SQL, SAS, Visual Basic, or similar technologies.
- Working knowledge of insurance operations, accounting principles, and rate-making concepts.
- Strong analytical, research, statistical, and problem-solving skills with the ability to interpret complex data and develop actionable insights.
- Demonstrated ability to manage multiple priorities, adapt to changing business needs, and meet competing deadlines.
- Proven ability to collaborate in a team environment and build effective cross-functional partnerships.
Qualifications
- Bachelor's degree in mathematics, business, statistics, economics, computer science, or a related field, or an equivalent combination of education and experience.
- Advanced degree in a related field and/or CPCU designation preferred.
- Previous mentoring or coaching experience preferred.
This role is remote anywhere in the United States with the following exceptions: Hawaii and Alaska.
Benefits
- Total compensation package, including annual bonus eligibility for most roles.
- 401(k) with a company match.
- Flexible Workplace: remote-first culture with most employees holding Home-Flex roles, working primarily from home.
- Career growth opportunities with leaders and mentors partnering to align interests and unlock development.
- Inclusive and welcoming workplace fostering innovation and enhancing products and services.
For more details, visit CSAA IG Benefits.