Insurance Analyst

Job Title

Insurance Analyst

Requisition Number

R1963 Insurance Analyst (Open)


Walnut Creek, California

Additional Locations

Job Information

Seasoned professional with full understanding of functional area; pivotal point for career choice. Supports the overall business strategy by performing analysis to support business needs. Formulates solutions and recommendations to more complex business problems or processes. Application of insurance knowledge and analytic methods and technical skills necessary for solving unstructured problems and performing analysis of higher complexity/difficulty.

Broad range of complex assignments, typically diverse. Demonstrated knowledge and skills applied to making sound judgments in work

Participates in larger projects and leads smaller projects. Mentors less senior staff.

Performs complex analysis of data for assigned client group and how it relates to overall objectives. Research includes enlisting the collaboration of different departments outside IPM/IPO and gaining their support on findings and action plan.

Applies knowledge gained from involvement in broader issues to make recommendations for procedure development and analysis needed for securing desired solution.

Prepares findings and recommendations for clients and may be co-presenter to senior mgmt. May review work of less seasoned staff for accuracy, logic and appropriateness.

Develops and may act as coach on processes for reporting out information to clients. Makes recommendations on efficiencies and calendar.


Advanced degree in related field and/or CPCU designation

Knowledge of insurance, accounting and rate-making concepts

Proficiency in Microsoft Office Suite, SAS, SQL, Visual Basic and various structured analysis and design techniques


Bachelor's degree in mathematics, business, statistics, economics, computer science or equivalent combination of education and experience

Typically 5+ years of directly related experience

Superior research, statistical, analytical, processing and mathematical skills with ability to structure and conduct analyses

Adaptability and the capability of multi-tasking and strong time management

Ability to make effective formal presentations

Strong oral and written communication skills

Ability to work in a team environment

Ability to coach and mentor co-workers and give feedback as required



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