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PEO Business Analyst

Role overview

Qualifications

  • Bachelor's degree in Data Science, Data Analytics, or related field
  • Advanced Excel skills, including Pivot Tables, Power Query, XLOOKUP, and data modeling
  • Strong analytical, organizational, and problem-solving skills
  • Commercial insurance, PEO, or workers' compensation experience preferred

Responsibilities

  • Reconcile large datasets between vendors, insureds, and internal systems, investigating and resolving variances
  • Analyze payroll, premium, claims, and operational data to ensure completeness and accuracy
  • Develop and maintain recurring and ad hoc reports using Excel, Power BI, and other reporting tools
  • Create dashboards and performance metrics for underwriting, operations, and executive leadership

Key facts

Hard skills

Other skills

  • Microsoft Excel
  • Problem Reporting
  • Analytical Skills
  • Organizational Skills
  • Problem Solving
  • Detail Oriented
  • Communication

About the company

Berkley logo

Berkley

IT Services & IT Consulting

Berkley Technology Services (BTS) is a dynamic company committed to providing world class IT services. We offer a unique culture, enabling our team members to be on the cutting edge of technology while delivering high quality solutions. We are looking for outstanding individuals who will bring unique perspectives, insight and innovation to our teams. BTS, a member company of W. R. Berkley Corporation, has facilities located in Des Moines, Iowa and Wilmington, Delaware. Our functions include working with various third parties to develop, integrate, and support insurance systems of WRBC's operating units. BTS strives to provide these functions in a holistic manner including helpdesk support, system connectivity, and operational support. Additional responsibilities include coordinating communications regarding best practices in the use of our supported systems and researching new technology. At BTS, there are opportunities associated with being a part of an established and empowering corporation while maintaining a positive personal working environment. Additionally, we provide a competitive compensation and benefits package including a casual dress code. BTS is constantly growing and expanding to meet the changing demands of one of the most successful insurance organizations in the world. If you are ready to jump start your career, BTS is the place for you.

Company details

Company typeSME
IndustryIT Services & IT Consulting
Company size201 - 500

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Job description

Company Details:

With over 35 years of proven expertise in the workers' compensation industry, Key Risk delivers innovative and responsive solutions that provide our clients the freedom to do what they do best. Offering guaranteed cost options to employers nationwide, Key Risk focuses on delivering products and services within specialized verticals to reduce workers' compensation exposures and deliver industry-leading results.

All products and services are distributed through appointed insurance agents and brokers. Key Risk is a member company of W. R. Berkley Corporation, whose insurance company subsidiaries are rated A+ (Superior), Financial Size Category XV by A.M. Best Company and A+ (Strong), by S&P.

For further information about Key Risk please visit www.KeyRisk.com

Responsibilities:

We are seeking a detail-oriented Business Analyst to support underwriting and operations through data analysis, reconciliation, and reporting. This role will work extensively with large Excel datasets from vendors, insureds, and internal systems to ensure data accuracy, identify discrepancies, and take a fresh perspective on revamping processes and reporting.  Experience in commercial insurance, particularly PEO or workers' compensation is preferred but training is available.

Key Functions/Duties of Position: Describe the overall job responsibilities (including any decision-making authority) for this position.

  • Reconcile large datasets between vendors, insureds, and internal systems, investigating and resolving variances.
  • Analyze payroll, premium, claims, and operational data to ensure completeness and accuracy.
  • Develop and maintain recurring and ad hoc reports using Excel, Power BI, and other reporting tools.
  • Create dashboards and performance metrics for underwriting, operations, and executive leadership.
  • Manage relationships with external vendors to ensure timely and accurate delivery of data.
  • Partner with underwriting, actuarial, finance, and operations teams to improve data quality and reporting processes.
  • Identify trends, anomalies, and work opportunities for process improvement through data analysis.
  • Document reporting procedures and data validation controls.

·       5-10% travel to our vendors and home office throughout the year 

·       Actively engage with mentors to learn the PEO and workers compensation business 

·       Pursuing continuing education in Data Analytics such as the PCPA or other AI and data certifications.

Qualifications:

Education Requirement

  • Bachelor's degree in Data Science, Data Analytics, or related field.  A Business or Finance degree is acceptable with experience in the above data fields.

Qualifications:  Include necessary skills/experience and core competencies required

  • Advanced Excel skills, including Pivot Tables, Power Query, XLOOKUP, and data modeling.
  • Experience reconciling large and complex datasets.
  • Strong analytical, organizational, and problem-solving skills.
  • Commercial insurance, PEO, or workers' compensation experience preferred.
  • Experience with Power BI, SQL, and databricks preferred.

Success Factors

  • Ability to manage large volumes of data with a high degree of accuracy.
  • Strong vendor management and relationship-building skills.
  • Ability to translate complex data into clear, actionable reporting.
  • Effective communicator with strong attention to detail and follow-through.
Additional Company Details: We do not accept unsolicited resumes from third party recruiting agencies or firms. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. Sponsorship Details: Sponsorship not Offered for this Role

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Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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