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CRC Group

Head of Carrier and Facility Reporting

УдалённоUnited States только
Опубликовано
Роль
Операции
Опыт
C-Level
Занятость
Полная занятость
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Коротко по делу

Leadership role for a Texas-remote insurance/reinsurance reporting expert with 5–7 years in insurance operations, reinsurance reporting, MGA administration, or related financial operations. Must know bordereau management, treaty reporting, carrier accounting, data reconciliation, EDW/BI tooling, and team leadership. English required.

Ключевые навыки

Power BI

Обязательные навыки

AIMEPICOmega

Желательные навыки

DatabricksLloyd’s reporting conventionsILS operational requirementsCPCUARM

Обязательные языки

English Required Fluency

Чем предстоит заниматься

  • Lead the collection, review, and delivery of carrier and facility-level reporting, including monthly bordereaux, quarterly transaction reporting, and treaty performance statements across the Risk Solutions portfolio.
  • Serve as the primary operational contact for carrier reporting partners across Risk Solutions facilities, coordinating timely submissions, resolving questions, and maintaining strong working relationships.
  • Oversee reconciliation activities between carrier-reported data and CRC source systems including AIM, EPIC, and Omega; identify discrepancies and drive timely, practical resolution.
  • Lead the modernization of reporting operations, transitioning manual and spreadsheet-based processes into automated, scalable workflows within the Cornerstone/Starwind EDW architecture.
  • Partner with data engineering teams to define ingestion requirements, establish data quality standards, and build reconciliation logic for carrier bordereaux, system-generated reports, and claims TPA reporting.
  • Drive execution of the Centralize Carrier Reporting workstream within the Cornerstone data initiative, ensuring all carrier report types are fully integrated into the Cornerstone ingestion pipeline.
  • Support Power BI dashboard development by ensuring underlying data is complete, well-structured, and consistently reconciled for reporting use.
  • Produce and enhance reporting packages for external capital partners, including investors and capacity carriers, with a focus on accuracy, consistency, and timely delivery.
  • Own the Quarterly Transaction Report process under the Cornerstone Capacity Agreement, coordinating with the reinsurance broker on aggregate reporting obligations and ensuring fee calculation inputs are correct and auditable.
  • Partner with the treaty documentation function to ensure carrier and facility reporting is tied to an accurate, up-to-date treaty register.
  • Maintain a complete, auditable record of participation percentages, premium caps, treaty periods, and reporting obligations across all active vehicles and carrier relationships.
  • Support the Power Apps/Dataverse treaty management implementation by defining reporting-layer requirements and data linkages to the Cornerstone EDW.
  • Develop and maintain a suite of management information outputs covering GWP flows, capacity utilization, loss ratios, and profit commission tracking across all facilities, structured for both internal and external stakeholder audiences.
  • Provide the Operations and Actuarial teams with clean, reconciled data sets to support CAT modeling, pricing, and reserve analyses.
  • Define and enforce data quality standards and reporting KPIs across the platform, creating visibility into reporting timeliness, error rates, and reconciliation exceptions.
  • Lead, coach, and develop a team of Operations Analysts; define team roles, workflows, and accountability structures as the platform scales.
  • Serve as the escalation point within the reporting function for data quality issues, carrier disputes, and deadline-critical deliverables.
  • Partner with the Head of Risk Solutions Operations & Strategic Planning to identify resourcing gaps and support future hiring decisions within the function.

Что требуется

  • Language Fluency: English (Required)
  • Work Shift: 1st Shift (United States of America)
  • 5-7 years of experience in insurance operations, reinsurance reporting, MGA administration, or a related financial operations environment within specialty insurance or reinsurance.
  • Deep expertise in bordereau management, treaty reporting, and carrier accounting processes across quota share, binding authority, and follow facility structures.
  • Hands-on experience with data reconciliation, EDW environments, and BI tooling; Databricks and Power BI experience strongly preferred.
  • Experience leading or mentoring a team, with the ability to support analyst development, provide oversight, and design effective day-to-day workflows.
  • Strong project management skills, with the ability to drive modernization efforts while keeping core reporting operations running smoothly.
  • Highly detail-oriented and comfortable working in a build environment where processes are still being shaped and refined.
  • Preferred: Working knowledge of Lloyd’s reporting conventions and/or ILS operational requirements preferred.
  • Preferred: Familiarity with AIM, EPIC, Omega, or comparable insurance operating systems preferred.
  • No specific certifications required; CPCU, ARM, or equivalent designations are a plus.
  • Bordereau management, treaty reporting, and carrier accounting across quota share, binding authority, and follow facility structures.
  • Data reconciliation across insurance source systems (AIM, EPIC, Omega) and EDW environments.
  • Power BI dashboard development and data quality management within Cornerstone/Starwind architecture.
  • Investor and reinsurer reporting, including Quarterly Transaction Reports and profit commission tracking.
  • Treaty documentation management — participation percentages, premium caps, treaty periods, and reporting obligations.
  • People leadership — coaching, developing, and managing a team of Operations Analysts.
  • Process modernization — transitioning manual reporting workflows to automated, scalable data pipelines.
  • Strong analytical and written communication skills; ability to present reconciled data and management information to senior leadership and external partners.

Преимущества

  • Eligible full-time teammates enjoy access to medical, dental, vision, life, disability, and AD&D insurance.
  • Tax-advantaged savings accounts.
  • 401(k) plan with company match.
  • CRC Group also offers generous paid time off programs, including company holidays, vacation and sick days, new parent leave, and more.
  • Eligible positions may also qualify for restricted stock units and/or a deferred compensation plan.

Wholesale brokerage setting; carrier engagement across insurance carriers, managing general agents, and intermediaries.

InsuranceКрупная
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