Senior Financial Analyst - Reinsurance & AI-Driven Ops

Planet Group; Wellesley (MA); Hybrid; USD 76,000 - 112,000; Full time

Job summary

Planet Group in Wellesley Hills, MA is seeking a Financial Analyst III to join the Group Reinsurance Administration team. You will be a senior contributor supporting Stop-Loss Captive reinsurance programs, with responsibilities split between monthly reporting and process improvement initiatives.

The role emphasizes accurate, timely reporting, collaboration with internal partners and reinsurers, and leveraging AI tools to streamline workflows.

Qualifications

• 5-8 years of insurance experience in a finance/actuarial/accounting/operations role.
• Advanced Excel with complex formulas and large datasets.
• Understanding of group ceded reinsurance structures such as coinsurance and YRT.
• Ability to interpret reinsurance treaties and obligations of ceding and reinsurers.
• Experience using AI tools to improve workflows and efficiency.

Responsibilities

• Monthly stop-loss captive reporting, including internal accruals and external submissions.
• Manage assigned source files during the first five business days of each month.
• Apply treaty rules and business logic to validate and reconcile data.
• Produce submission reporting by treaty year once financial close is complete.
• Support automation and workflow improvements with AI tools.

Skills

Advanced Excel proficiency

Reinsurance concepts

Interpreting treaties

Data analysis / large datasets

AI tooling familiarity

Independent work

Education

Bachelor's Degree in Finance

Actuarial Science

Mathematics

Tools

Data Iku

SQL

Python

R

Copilot

Claude

Job description

Planet Group in Wellesley Hills, MA is seeking a Financial Analyst III to join the Group Reinsurance Administration team. You will be a senior contributor supporting Stop-Loss Captive reinsurance programs, with responsibilities split between monthly reporting and process improvement initiatives.

The role emphasizes accurate, timely reporting, collaboration with internal partners and reinsurers, and leveraging AI tools to streamline workflows.