Underwriting Analyst

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.