PEO Business Analyst

Berkley•High Point, NC

3d•Onsite

About The Position

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.

Requirements

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.
Ability to manage large volumes of data with a high degree of accuracy.
Ability to translate complex data into clear, actionable reporting.
Effective communicator with strong attention to detail and follow-through.

Nice To Haves

Commercial insurance, PEO, or workers' compensation experience preferred.
Experience with Power BI, SQL, and databricks preferred.
Strong vendor management and relationship-building skills.

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.
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.