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Insurance, Financial Services

Actuarial Analyst

Tampa, FLOnsiteFull TimePosted 23 days ago

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Required skills

  • Actuarial Science
  • Mathematics
  • Statistics
  • Accounting
  • Finance
  • Analytics
  • Actuarial Exam
  • SOA
  • CAS
  • Microsoft Office

Nice to have

  • SQL
  • Python
  • Tableau
  • Second Actuarial Exam

Role summary

This entry-level Actuarial Analyst role focuses on delivering decision-support analytics to clients, helping them understand and improve their risk profiles. Responsibilities include preparing loss projections, mod analysis, claims analytics, and financial impact analyses. The role involves assisting with data analysis for optimal program structures, creating client dashboards and presentations, and participating in client meetings. The analyst will also support catastrophe modeling and respond to ad hoc requests. Proficiency in Microsoft Office is required, with familiarity in R, SQL, Python, and Tableau preferred. A Bachelor's degree in a related field and at least one actuarial exam are required.

The Actuarial Analyst delivers decision-support analytics that help clients understand and improve their risk profile. This entry-level role prepares loss projections, mod analysis, claims analytics, collateral projections, and program comparisons that clients and Advisors rely on to make coverage, retention, and renewal decisions. The ideal candidate is a critical thinker with strong technical and communication skills who can translate complex claims and financial data into clear takeaways, and who is eager to grow into a client-facing consulting role.

PRIMARY RESPONSIBILITIES:

  • Prepare loss projections, mod analysis, claims analytics, collateral projections, and financial impact analyses — including monthly client claim analytics identifying key performance trends and KPIs — that surface risk mitigation opportunities and support favorable client underwriting profiles
  • Prepare analytical support for client decision-making processes, including program comparisons and structure evaluations
  • Assist in data analysis to determine optimal program structure options
  • Prepare and update client dashboards and presentations — including spreadsheets, charts, and interactive dashboards — that tell a clear story to support decisions and negotiations
  • Participate in client and prospect meetings, taking ownership of assigned follow-up items
  • Support the execution of Catastrophe Modeling analysis under the guidance of senior team members
  • Establish and maintain a client service calendar outlining service commitments and deliverables
  • Provide summaries of claims reviews and analytical findings to Advisors, senior colleagues, and clients as necessary
  • Participate in firm-level training and awareness programs; build technical proficiency in R, SQL, Python, and data visualization tools
  • Respond to ad hoc analytic requests as needed; other duties as assigned

KNOWLEDGE, SKILLS & ABILITIES:

  • Bachelor’s degree required (Actuarial Science, Mathematics, Statistics, Accounting, Finance, Analytics, or related field); substantial work experience may be considered in lieu of degree
  • 0–2 years of relevant work experience desired but not required
  • At least 1 actuarial exam (SOA or CAS) completed, with progress toward a second preferred
  • Excellent written and verbal communication skills
  • Strong organizational, multitasking, and time-management skills
  • Proficient in Microsoft Office (Excel, PowerPoint, Word, Power BI)
  • Familiarity with R, SQL, Python, or Tableau preferred
  • Professional in appearance and business conduct, with a strong customer-service orientation
IMPORTANT NOTICE: This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons.

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The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.

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