Product Reporting Associate

Jewelers Mutual Group; Neenah (WI); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Performance bonuses

Generous paid time off

Top-tier retirement program with 401(k

50% charitable gift matching

Paid volunteer time

Great Place to Work Certified

Job summary

Jewelers Mutual Group in Wisconsin is seeking a Product Reporting Associate to deliver timely product-level financial reporting that informs underwriting, pricing, and business decisions.

The role blends financial acumen with analytical rigor to produce variance analyses, reconciliations, and insights that align with regulatory reporting and risk management objectives. The role also offers opportunities to collaborate across functions and contribute to process improvements.

Qualifications

• Solid understanding of P&C insurance accounting and regulatory reporting.
• Experience with data validation, cleansing, and lineage.
• Proficiency with data tools and reporting platforms.
• Hands-on experience with insurance-specific systems (e.g., underwriting platforms, claims systems, general ledger).
• Detail-oriented with strong accuracy in regulatory and business reporting.

Responsibilities

• Prepare and validate monthly product-level financial reports (by line of business, policy type, geographic segment).
• Perform variance analysis on premium, loss, and expense metrics.
• Reconcile product data across underwriting, claims, and accounting systems.
• Ensure alignment with regulatory requirements (state insurance department filings, NAIC standards).
• Validate source data accuracy and completeness.
• Document data definitions, calculation logic, and metric standards to ensure consistency across reporting periods and users.
• Identify inefficiencies in reporting workflows; recommend process redesigns and technology solutions (e.g., workflow automation, AI-augmented analytics) to improve accuracy and timeliness.
• Participate in implementation of new systems, tools, and governance frameworks; support change management and adoption.

Skills

P&C accounting

Data validation

Reporting platforms

Insurance systems

Process improvement

Detail oriented

Education

Associate degree

Tools

Underwriting systems

Claims systems

General ledger

Job description

Summary

The Product Reporting Associate supports the finance function by delivering accurate, timely financial and product-level reporting that drives underwriting, pricing, and business decisions. This role combines financial acumen with analytical rigor to produce variance analysis, reconciliations, and insights that align with P&C insurance product performance, regulatory reporting, and risk management objectives.

Summary

The Product Reporting Associate supports the finance function by delivering accurate, timely financial and product-level reporting that drives underwriting, pricing, and business decisions. This role combines financial acumen with analytical rigor to produce variance analysis, reconciliations, and insights that align with P&C insurance product performance, regulatory reporting, and risk management objectives.

Why Jewelers Mutual

Since 1913 we’ve been committed to supporting the Jewelry industry and putting customers at the center of everything we do. With over a century of trusted expertise, we’re financially strong, forward-thinking, and driven by curiosity. Guided by our core values of Agility, Accountability, and Relevancy, we lead through innovation. As a technology focused organization, we embrace cutting-edge tools and data-driven insights to continuously improve our products, services, and customer experience. Our mission is to be the industry’s most trusted advisor by investing in our people, adopting new technologies, and striving for excellence. We’re dedicated to fostering growth through collaboration, powered by bold thinking, teamwork, and the passion of our people.

Here, You’ll

• Move fast and embrace change
• Always look for better ways
• Grow, thrive, and help shape what’s next

What You’ll Do

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Prepare and validate monthly product-level financial reports (by line of business, policy type, geographic segment)
• Perform variance analysis on premium, loss, and expense metrics
• Reconcile product data across underwriting, claims, and accounting systems
• Ensure alignment with regulatory requirements (state insurance department filings, NAIC standards)
• Validate source data accuracy and completeness
• Document data definitions, calculation logic, and metric standards to ensure consistency across reporting periods and users
• Identify inefficiencies in reporting workflows; recommend process redesigns and technology solutions (e.g., workflow automation, AI-augmented analytics) to improve accuracy and timeliness
• Participate in implementation of new systems, tools, and governance frameworks; support change management and adoption

What You’ll Bring

Minimum Qualifications

• Solid understanding of P&C insurance accounting (premium recognition, loss reserves, reinsurance accounting)
• Competency in data validation, cleansing, and lineage; ability to identify and document data quality issues
• Proficiency with data tools and reporting platforms
• Hands-on experience with insurance-specific systems (e.g., underwriting platforms, claims systems, general ledger)
• Ability to evaluate and recommend tools that optimize reporting efficiency and quality
• Critical thinking to question assumptions, validate results, and recommend process improvements
• Attention to detail and commitment to accuracy in high-stakes regulatory and business reporting

Preferred Qualifications

• Associate's degree, Accounting, Business, Mathematics, or related field
• 2-5 years of experience in insurance finance, product reporting, or financial analytics
• Knowledge of P&C insurance products and underwriting/claims processes
• Familiarity with regulatory reporting (state filings, NAIC, GAAP compliance)

Physical Requirements

• Prolonged periods sitting at a desk and working on a computer.
• Occasionally required to stand; walk; use hands to finger, handle, or touch objects or controls; and talk or hear.

What We Offer You

• Competitive Compensation & Benefits: Includes performance bonuses, generous paid time off, and a top-tier retirement program with 401(k) matching and additional company contributions.
• Collaborative Culture: Work alongside talented, passionate peers who value ownership and continuous learning.
• Community & Giving: Benefit from 50% charitable gift matching and paid volunteer time to support nonprofit causes
• Great Place to Work Certified: Join a team recognized for an environment of innovation and growth.

Accessibility and Accommodations

We are committed to providing an inclusive and accessible recruitment process. If you require accommodation at any stage of the application or interview process, please let us know by contacting [e-mail].