Role: P&C Insurance Lead Data Analyst / Financial Analysis SME

Location: Fort Wayne, IN

Position Overview

Work at the intersection of Property & Casualty (P&C) insurance, financial analysis, and data-driven process improvement. This role is suited to an experienced professional who understands insurance finance, can independently analyze financial data, and can clearly communicate financial differences and insights.

The position combines hands-on financial analysis and reporting with opportunities to identify process improvements, including the potential use of AI and offshore delivery models.

What You'll Do / Key Responsibilities

• Perform financial data analysis and reporting related to P&C insurance.
• Analyze and reconcile insurance financial information, including premiums, loss reserves, and commissions.
• Support financial planning and analysis (FP&A) activities within an insurance company or brokerage environment.
• Investigate and explain financial differences and variances through clear written communication and presentations.
• Work independently with limited guidance and direction to complete hands-on analytical work.
• Identify potential process improvements, including opportunities to leverage AI.
• Identify opportunities to transition appropriate activities offshore or use AI to support work delivery.

Required Qualifications

• 12 years of experience working for an insurance company or broker performing financial planning and analysis-related work.
• Background in P&C insurance data analysis, insurance accounting, or FP&A.
• Clear understanding of insurance finance, including premiums, loss reserves, commissions, and financial reconciliation/FP&A.
• Experience handling financial data analysis and reporting.
• Ability to work independently with limited guidance and direction.
• Strong written and oral presentation skills, including the ability to explain and communicate financial differences clearly.
• Hands-on approach to completing analytical work rather than providing recommendations alone.

Preferred Qualifications

• Experience working with data platforms such as Databricks or Snowflake.
• Ability to identify process improvement opportunities involving AI, offshore delivery, or other approaches to improving how work is performed.