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Tech Stack
Tools & technologiesSQLTableau
About the role
Key responsibilities & impact- Provide data and reporting support to the Data Analyst Team Lead
- Assist in identifying unprofitable risk segments and opportunities to reduce premium leakage across all lines of business
- Perform data analysis and create reports to support data-informed business decisions
- Support monitoring of underwriting production and goals
- Generate on-demand reports and create standardized reporting templates
- Ensure data accuracy and support the premium leakage initiative
- Work with AIS leaders on process improvements, system changes, and innovative ideas
- Define analysis needs and work within project plans covering business objectives, data scope, research methodology, resources, and timelines
- Create, monitor, audit, and analyze recurring reports on CSR and Sales Agent productivity, system behavior, call handling, and AIS processes
- Identify efficiency improvements and prepare reports, graphs, and charts
- Coordinate and execute reporting and support AIS users and leaders in identifying data needed for reporting
- Use MicroStrategy, Power BI, Winbroker II, Amazon Connect, Taske, and Mercury's Enterprise Data Warehouse
- Assist in developing and administering current and future goals within AIS departments
- Perform additional functions assigned by the Data Analyst Team Lead
Requirements
What you’ll need- Bachelor’s degree; preferably in Business Administration, Mathematics, or Statistics
- Coursework in statistics or business analytics
- At least 3 years of insurance-related experience, preferably in an analytical role
- SAS and SQL training
- Or equivalent combination of education and experience
- Proficiency in data analysis and reporting using Excel, SQL, and Power BI
- Strong knowledge of VLOOKUP/XLOOKUP, pivot tables, charts, data sorting, and conditional formatting
- Experience using Power BI or similar tools such as Tableau
- Familiarity with DAX for Power BI or VisQL for Tableau
- Knowledge of SQL, including inner and outer joins, lag/lead functions, case statements, and basic data modeling/design
- Basic experience with UiPath or Power Automate
- General understanding of the Property & Casualty Insurance industry, including Home, Auto, and Commercial product lines
- Experience with underwriting practices, procedures, and premium and loss ratio analysis
- Excellent written and verbal communication skills
- Ability to produce quality work within tight timeframes and manage multiple projects
- Self-starter able to learn new responsibilities and technologies
- Ability to work a flexible schedule and travel as needed, including occasional overnight or weekend stays
- Ability to adhere to privacy policies and securely handle sensitive data
- Required to learn SQL, SAS, and potentially R coding if not already familiar
- Designated workspace free from noise and distractions
- Remote office internet connection via ISP or Cable Modem
- High-speed internet access required
Benefits
Comp & perks- Competitive compensation
- Flexibility to work from anywhere in the United States for most positions
- Paid time off (vacation time, sick time, 9 paid Company holidays, volunteer hours)
- Incentive bonus programs (potential for holiday bonus, referral bonus, and performance-based bonus)
- Medical, dental, vision, life, and pet insurance
- 401 (k) retirement savings plan with company match
- Engaging work environment
- Promotional opportunities
- Education assistance
- Professional and personal development opportunities
- Company recognition program
- Health and wellbeing resources, including free mental wellbeing therapy/coaching sessions, child and eldercare resources, and more