PEO Business Analyst

Berkley; High Point (NC); On-site; USD 70,000 - 90,000; Full time

Job summary

Key Risk, a member company of W. R. Berkley Corporation, seeks a detail-oriented Business Analyst in North Carolina to support underwriting and operations through data analysis, reconciliation, and reporting using large Excel datasets from vendors, insureds, and internal systems.

You will develop dashboards with Power BI and Excel, partner with underwriting, actuarial, finance and operations teams, and travel 5–10% to vendors and the home office while pursuing data analytics certifications.

Qualifications

• 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.

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.
• 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.

Skills

Advanced Excel

Pivot Tables

Power Query

XLOOKUP

Data modeling

Power BI

SQL

Databricks

Data reconciliation

Analytical skills

Education

Bachelor's degree in data science

Business/Finance degree acceptable

Tools

Power BI

SQL

Databricks

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.
• 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.

• 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