Data Analysis and Reporting:
- Develop data models, maintain, and automate regular reports and dashboards to track key performance indicators (KPIs) for agency departments to support decision-making.
- Analyze trends in business performance, and sales data to provide actionable insights.
- Collaborate with stakeholders to define reporting requirements and ensure reports meet sales business needs.
- Analyze business processes to identify inefficiencies and areas for improvement.
Business Insights:
- Conduct in-depth analyses of business processes and performance metrics to identify areas for improvement.
- Provide recommendations based on data analysis to optimize sales operations and enhancement.
- Support strategic initiatives by conducting market research and competitive analysis.
Process Modeling:
- Create process flow diagrams, use case diagrams, and other visual representations of business processes.
- Analyze process flows to identify bottlenecks and opportunities for optimization.
Collaboration and Communication:
- Work closely with cross-functional teams, including underwriting, claims, sales, and finance, to gather data and understand business requirements.
- Present findings and insights to management and stakeholders in a clear and concise manner.
- Assist in the development of business cases for new initiatives or changes in strategy. System and Process Improvement:
- Evaluate existing reporting tools and systems; recommend and implement enhancements to improve data accuracy and reporting efficiency.
- Participate in system upgrades and implementations, ensuring that reporting capabilities align with business needs.
Solution Design:
- Collaborate with technical teams to design solutions that meet business requirements.
Compliance and Quality Assurance:
- Ensure that all reports adhere to regulatory requirements and internal policies.
- Conduct regular audits of data and reporting processes to maintain integrity and accuracy.
Project Management:
- Contribute to project planning, tracking, and reporting.
- Manage project timelines and deliverables.
Education: Bachelor’s degree in business administration, Finance, Computer science, information systems Data Analytics, or a related field. A master’s degree or relevant certification (e.g., CFA, FRM) is a plus.Experience: 2-5 years of experience in a reporting, business analysis, or data analysis role, preferably in the insurance industry.Technical Skills: Proficiency in data analysis tools (e.g., Excel, SQL, Tableau, Power BI, and experience with statistical analysis software. Analytical Skills: Strong analytical and problem-solving skills with a keen eye for detail.Communication Skills: Excellent verbal and written communication skills, with the ability to present complex data in an understandable format.Project Management: Ability to manage multiple projects and meet deadlines in a fast-paced environment.