Data & Statistical Reporting Analyst

Please note, employment offered to residents in the following states only: Connecticut, Delaware, Massachusetts, Maryland, Maine, New Hampshire, New Jersey, New York, Pennsylvania, Rhode Island, Vermont.

At Preferred, we understand the importance of holistic health. To meet the diverse needs of our employees, we offer a comprehensive set of benefits:

Financial

• Short-term disability, long-term disability, and life insurance coverage are provided at no cost
• Optional benefits include enhanced life insurance and critical illness plans
• 401k plan with an employer contribution that you will receive regardless of your own contribution to the plan
• A cash-balance pension plan
• Student Loan Repayment Assistance
• A short-term incentive plan for all employees

Social

• Generous paid time off, offering of 25 days at hire (prorated based on start date for the first year)
• 7 days of paid sick leave
• 10 paid company holidays
• Personalized paid time off after 3 years!

Emotional

• Access to 26 sessions with a BetterHelp therapist each year for you and up to 5 dependents, as well as access to all of BetterHelp’s group and digital resources
• Access to Family First, a team of care experts who can provide you and your loved ones 1:1 assistance with a variety of caregiving solutions, from elder care to legal and financial challenges, insurance and Medicare navigation, and more!

Physical

• Medical, dental, and vision coverage options begin on the first day of employment
• Health Savings Accounts (with a generous employer contribution!)

YOUR PURPOSE AND FUNCTION IN OUR COMPANY:

The Data & Statistical Reporting Analyst is responsible for collecting, analyzing and interpreting data, information and statistics. Primary duties include collecting statistical or numerical figures, compiling reports for company’s management and identifying trends in the data.

KEY CAPABILITIES FOR SUCCESS:

Strong Data Exploration & Analytical Skills

• Ability to profile new datasets, identify patterns, anomalies, and relationships.
• Skilled in decomposing business questions into structured analytical tasks.
• Uses critical thinking to validate results and challenge assumptions.

Business Domain Understanding

• Working knowledge of P&C insurance functions including underwriting, claims, billing, operations, actuary, sales, and finance
• Understanding of key insurance metrics: exposures, written premium, earned premium, losses, reserves, etc.

Agile Methodology & Delivery Skills

• Works effectively in Agile teams, participating in sprint planning, standups, refinements, and retrospectives.
• Writes and refines user stories with clear acceptance criteria
• Collaborates within cross-functional teams.
• Adapts to changing priorities and iterative delivery cycles.
• Uses Agile tools (Azure DevOps, Jira, etc.) for task tracking and backlog management.
  

KEY RESPONSIBILITES:

• Manage preparation, reconciliation, and submission of statistical data files to external bureaus and regulators (i.e ISO, AAIS, CAR,)
• Prepare submission of regulatory data calls.
• Monitor bureau rejections and coordinate corrective actions with internal stakeholders.
• Support special projects related to data quality, compliance, and system upgrades.
• Support or perform testing of system changes or migrations that affect reporting/data (including user acceptance testing, validation of new data flows).
• Stay current on regulatory reporting developments and help ensure the organization remains compliant.
• Collect, clean, and analyze structured and unstructured data from multiple data sources to support business operations and strategic initiatives.
• Create and maintain source to target mapping documents between the layers of the data warehouse, feeds, reports, and source systems.
• Create, run and modify complex SQL queries to perform data analysis on tables, loads, cubes, reports and feeds
• Work with Developers, Testers, EPMO and Business Stakeholders to ensure that data requirements are documented and delivered
• Write data level business requirements including complex calculations
• Create and maintain data dictionaries

QUALIFICATIONS:

• Bachelor’s degree in computer science, Information Technology or a related field OR equivalent combination of education and experience.
• 3+ years of experience in project management, data analysis, or a related field
• Insurance industry experience required
• Proficiency in SQL for database querying.
• Knowledge of Microsoft Excel (pivot tables, VLOOKUP)
• Strong understanding of Property & Casualty insurance coverage types and policy structures, including both personal and commercial lines preferred.

Other Skills:

• Strong analytical and problem-solving skills with high attention to detail.
• Ability to communicate complex technical concepts to non-technical stakeholders.
• Strong documentation and data storytelling skills.
• Ability to work independently and collaboratively in a fast-paced, dynamic, Agile environment.
• Curious, proactive, and driven by data accuracy and business impact.
• Ability to organize workload to ensure timely reporting requirements.

ABOUT US: As a mutual company, we are independent by nature, so we think about insurance solutions a little differently. Through listening, problem solving, examining your challenges and collaborating on the right solutions for you, Preferred Mutual independent agents provide flexible solutions and adapt to your evolving needs. We do the same for our employees. We are process and domain experts, focused on the solutions that deliver results for our clients and our company. We offer a great work environment, professional development, challenging careers, and competitive compensation. With Preferred, there are no surprises. You can count on us to deliver on our promises and be there when you need us, as your insurance provider and your employer. Preferred Mutual is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law.

DISCLAIMER: This role (job) description indicates in general terms, the type and level of work performed as well as the typical responsibilities of employees in this classification. The duties described are not to be interpreted as being all-inclusive to any specific employee. Management reserves the rights to add, modify, change or rescind the work assignments of different positions and to make reasonable accommodations so that qualified employees can perform the essential functions of the job. Nothing in this position description changes the at-will employment relationship existing between Preferred Mutual Insurance Company and its employees.

The salary range for the role is $72,500 to $100,000 per year paid on a salaried basis. The rate offered to any candidate will be reflective of the candidate’s experience and any relevant education, certification, or qualifications related to their ability to perform the responsibilities of this position as permitted by law.