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Provides analytics reporting services, including the design and delivery of data and analytics solutions, platforms and organizational strategy, to effectively inform and influence business decisions for both internal and external stakeholders.
Data the associate will be working with includes financial industry data surrounding individual life and annuity policies and may include sales data, collected premium data, inforce policy data, policy transaction data, and application data.
Main Responsibilities will be focused on:
Automation of current manual reporting processes, including aggregating disparate data for complex industry surveys or ongoing internal reporting. This could include, but is not limited to, moving processes off of MS Access to SQL or Tableau, creating complex SQL queries to more effectively join disparate databases, and creating automated & repeatable processes with tools such as VBA, Tableau Prep, or R to reduce ongoing manual efforts.
Additional Responsibilities:
Report Management & Optimization
Develop, maintain, and distribute reports to support business users.
Continuously review and enhance existing reports to improve efficiency, usability, and accuracy.
Organize and catalog reports, ensuring clear documentation and accessibility for stakeholders.
Troubleshoot reporting issues and activate improvements.
Data Accuracy, Efficiency & Process Improvement
Ensure data integrity by validating report results and collaborating to resolve discrepancies.
Streamline report creation and distribution to enhance efficiency.
Support automation initiatives and best practices for report organization to reduce manual effort.
Analytics & Insights
Assist in creating self-service dashboards to organize data, enhance storytelling and facilitate better decision-making.
Required Skills : SQL - ability to write complex queries Tableau - used for visualization and reporting Business Objects
