PEO Data Analytics Specialist

Key Risk (a Berkley Company); High Point (NC); On-site; USD 60,000 - 75,000; Full time

Benefits offered by this job

Health benefits

401(k) and Profit Sharing

Job summary

Key Risk (a Berkley Company) seeks a detail-oriented PEO Business Analyst to support underwriting and operations through data analysis, reconciliation, and reporting. The role handles large Excel datasets from vendors, insureds, and internal systems to ensure data accuracy and improve processes.

The ideal candidate has 3–5 years of experience, proficiency in Power BI, SQL, Databricks, and advanced Excel, and a background in commercial insurance, PEO, or workers' compensation is preferred.

Qualifications

• Min of 3-5 years of experience.
• Experience with Power BI, SQL, and databricks
• 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.

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

Analytical thinking

Data analysis

Vendor management

Attention to detail

Communication

Problem solving

Education

Bachelor's degree in Data Science or related field

Tools

Power BI

SQL

Databricks

Job description

Key Risk (a Berkley Company) seeks a detail-oriented PEO Business Analyst to support underwriting and operations through data analysis, reconciliation, and reporting. The role handles large Excel datasets from vendors, insureds, and internal systems to ensure data accuracy and improve processes.

The ideal candidate has 3–5 years of experience, proficiency in Power BI, SQL, Databricks, and advanced Excel, and a background in commercial insurance, PEO, or workers' compensation is preferred.