About the Role
Responsible for coordinating, analyzing, and submitting regulatory data requests from state insurance departments, the National Association of Insurance Commissioners (NAIC), and other regulatory agencies. This role ensures the timely and accurate reporting of personal lines insurance data to maintain regulatory compliance. Accurate submissions are critical to minimizing regulatory risk and avoiding potential penalties.
Responsibilities
- Coordinate and validate regulatory reporting to ensure accuracy, consistency, and compliance across all external submissions.
- Analyze regulatory data against statutory financial statements and prior regulatory filings to identify, reconcile, and resolve discrepancies before submission.
- Apply knowledge of statutory financial reporting and regulatory reporting requirements to ensure data integrity and compliance with regulatory expectations.
- Maintain consistency across reporting cycles by leveraging established reporting methodologies and institutional knowledge to support accurate and reliable regulatory submissions.
- Manage multiple recurring and ad hoc regulatory data requests, balancing competing priorities while meeting strict regulatory deadlines.
- Plan, prioritize, and coordinate cross-functional activities to ensure timely collection, validation, and submission of required regulatory information.
- Identify and mitigate risks that could impact reporting timelines, escalating issues and engaging subject matter experts as needed.
- Collaborate with internal business partners to resolve data gaps, determine appropriate reporting approaches, and ensure complete and accurate submissions.
- Serve as the primary point of contact with regulatory agencies, proactively communicating regarding data clarifications, reporting requirements, and submission timelines, including extension requests when necessary.
- Partner with cross-functional teams, including Legal, Product Management, Actuarial, Claims, Service Operations, Accounting & Finance, and other business units to gather, validate, and interpret regulatory data.
- Serve as the primary liaison between regulatory agencies and internal stakeholders, coordinating information requests and ensuring accurate, complete, and timely regulatory submissions.
- Foster strong cross-functional relationships to align regulatory reporting with business operations and ensure compliance with regulatory requirements.
Requirements
- High school diploma or equivalent required; bachelor's degree in a related field may substitute for two years of relevant experience.
- Six (6) or more years of analytical experience in the insurance or a related industry; experience across multiple business functions preferred.
- Advanced proficiency with Microsoft Office Suite and experience using analytical and reporting tools such as SQL, SAS, Visual Basic, or similar technologies.
- Working knowledge of insurance operations, accounting principles, and rate-making concepts.
- Strong analytical, research, statistical, and problem-solving skills with the ability to interpret complex data and develop actionable insights.
- Demonstrated ability to manage multiple priorities, adapt to changing business needs, and meet competing deadlines.
- Proven ability to collaborate in a team environment and build effective cross-functional partnerships.
- Bachelor's degree in mathematics, business, statistics, economics, computer science, or a related field, or an equivalent combination of education and experience.
- Advanced degree in a related field and/or CPCU designation preferred.
- Previous mentoring or coaching experience preferred.
- Applicants must have authorization to work indefinitely in the US. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).
Skills
- Microsoft Office Suite
- SQL
- SAS
- Visual Basic
Location
- California - Home Teleworkers
- Alabama - Home Teleworkers
- Arizona - Home Teleworkers
- Arkansas - Home Teleworkers
- Colorado - Home Teleworkers
- Connecticut - Home Teleworkers
- Delaware - Home Teleworker
- Florida - Home Teleworkers
- Georgia - Home Teleworkers
- Idaho - Home Teleworkers
- Illinois - Home Teleworkers
- Indiana - Home Teleworkers
- Iowa - Home Teleworkers
- Kansas - Home Teleworker
- Kentucky - Home Teleworkers
- Louisiana - Home Teleworkers
- Maine Home Teleworkers
- Maryland - Home Teleworkers
- Massachusetts - Home Teleworkers
- Michigan - Home Teleworkers
- Minnesota - Home Teleworkers
- Mississippi - Home Teleworker
- Missouri - Home Teleworker
- Montana - Home Teleworkers
- Nebraska - Home Teleworkers
- Remote (United States, excluding Hawaii and Alaska)
Work Type
- Remote
Experience Level
- Six (6) or more years of analytical experience in the insurance or a related industry
Education Level
- High school diploma or equivalent
- Bachelor's degree in a related field
- Bachelor's degree in mathematics, business, statistics, economics, computer science, or a related field
- Advanced degree in a related field
Salary/Compensations
- $110,700.00-$147,500.00
- Annual discretionary bonus of up to 10% of eligible pay
Benefits
- Total compensation package
- Annual bonus eligibility for most roles
- 401(k) with a company match
About the Company
- CSAA Insurance Group (CSAA IG), a AAA insurer, is one of the leading personal lines property and casualty insurance groups in the United States.
- We build innovative, human-centered solutions that help AAA members prevent, prepare for, and recover from life's uncertainties.
- You will join a collaborative, inclusive culture where your strengths have room to grow and your ideas can drive real impact.
- Step into a role where you can contribute to our shared success through meaningful work.
- At CSAA IG, we are a mission-driven organization proudly committed to empowering our members, our employees, and our communities to thrive.
- We believe in growth for everyone. Here at CSAA IG, leaders and mentors partner with employees to align interests, unlock development opportunities, and support long‑term success.
- We embrace a remote-first culture through our Flexible Workplace. Most employees hold Home-Flex roles, working primarily from home, often with the flexibility to work from various locations including CSAA offices.
- Our flexible workplace empowers you to balance remote work with intentional in‑person moments that deepen connection and collaboration.
- An inclusive and welcoming workplace is the cornerstone of our success. By fostering an environment where people feel valued and heard, we deepen our ability to understand and meet the unique needs of our members.
- This strengthens innovation and enhances our products and services, giving us a competitive edge in the market.
- As climate change leads to more frequent and severe weather events, we are taking bold action to build more resilient communities and reduce our environmental impact.
Equal Opportunity
- CSAA Insurance Group is an equal opportunity employer.
