The Program Administration Analyst is responsible for the accurate maintenance, validation, and distribution of monthly and quarterly bordereau and carrier reports across multiple insurance programs. This role ensures data integrity, compliance with carrier reporting standards, and timely delivery of information to internal and external partners.
You will review, reconcile, and troubleshoot bordereau submissions, maintain reporting schedules, ensure financial accuracy, and support data ingestion into internal systems. This role also plays an active part in advancing automated and scalable bordereau (BDX) processes by helping design, maintain, and improve data workflows, validations, and system integrations that reduce manual effort and enhance consistency across programs. Collaboration with underwriting, accounting, program management, and carrier contacts is essential for resolving data issues and improving reporting processes.
Requirements:
- Bachelor’s degree in Business, Accounting, Management Information Systems (MIS), Computer Science, Mathematics, Economics, or a related field, or equivalent professional experience.
- Strong hands-on experience using SQL for data analysis, reconciliation, and reporting, including complex queries (joins, aggregations, subqueries) across multiple datasets.
- Experience managing and validating large, multi-source datasets, ensuring data accuracy, auditability, and reliable, repeatable reporting processes.
- Proficiency in Microsoft Excel for data validation, analysis, and presentation (e.g., formulas, lookups, pivot tables), with an emphasis on using SQL or automated solutions as the primary data source.
Our Benefits Include:
- 100% employer-paid medical, dental, and vision insurance for employees.
- 401(k) plan with 100% immediate vesting and a 4% company match.
- Paid time off (PTO) and paid holidays.
- Life, disability, critical illness and accident insurance.
- Employee Assistance Program (EAP).
- Pre-tax Flexible Spending Accounts for health, dependent care, and commuter-related expenses.
- Tuition reimbursement.
- Fitness reimbursement and various additional quality-of-life benefits.
Skills Required
- Bachelor's degree in Business, Accounting, Management Information Systems, Computer Science, Mathematics, Economics, or a related field
- Strong hands-on experience using SQL for data analysis, reconciliation, and reporting
- Experience managing and validating large, multi-source datasets
- Proficiency in Microsoft Excel for data validation and analysis
What We Do
Applied Underwriters® is a global risk services firm helping business and people manage uncertainty through its business services, insurance, and reinsurance solutions. As a company, we truly operate differently within our business sector. Every aspect of our products and services are managed under one roof. No outsourcing means we deliver the highest level of service for our customers. Applied Underwriters has one of the highest customer retention rates in the industry - a success directly attributed to our employees and their high level of commitment, hard work, and ambition.
