Business Intelligence Associate
About The Position
The Business Intelligence Associate is an entry-level role focused on developing core business intelligence skills while contributing to the team's reporting and analytics work. Working closely under the direction and mentorship of BI leadership and senior team members, the Associate learns to build and maintain reports, dashboards, and data models, developing foundational skills in Power BI, data modeling, and Microsoft Excel (including formulas and an introduction to VBA). The emphasis is on learning, supported execution, and steadily taking on greater responsibility over time. The Associate assists with internal reporting within CRM platforms and supports the team's data and automation work. The Associate also takes part in the organization's AI adoption efforts, learning to apply AI tools such as Claude in day-to-day work and helping maintain a SharePoint site dedicated to AI knowledge sharing.
Requirements
- Foundational exposure to Power BI and Microsoft Excel, with a strong willingness to learn (through coursework, internship, or self-study).
- Basic understanding of data and reporting concepts.
- Familiarity with, or genuine interest in, AI tools such as Claude.
- Comfort with Microsoft 365 tools, including SharePoint.
- Strong attention to detail and a proactive, coachable attitude.
- Good written and verbal communication skills.
- Eagerness to learn the insurance industry and business development operations.
Nice To Haves
- Internship or coursework in data analytics, business intelligence, or a related field.
- Early exposure to DAX, Power Query, or SQL.
- Interest in automation tools (e.g., Power Automate) and in supporting organizational AI adoption.
- A bachelor's degree (recent graduate) or equivalent experience in a quantitative, business, or technical field.
Responsibilities
- Assist in building and maintaining Power BI dashboards, reports, and data models under close guidance from BI leadership.
- Learn and apply Microsoft Excel skills, including advanced formulas and an introduction to VBA scripting.
- Support the team on automation tasks, such as CRM data-update processes.
- Help maintain automated internal CRM reports, including quick-view dashboards and scheduled email reports for staff.
- Learn to apply AI tools such as Claude to support reporting and analysis, building proficiency over time.
- Assist with AI adoption efforts, including collecting prompts, best practices, and enablement materials to share with staff.
- Help maintain and organize a SharePoint site for AI knowledge sharing, keeping content current.
- Help gather reporting requirements from business users and, with guidance, translate them into reporting outputs.
- Build foundational skills in DAX measures, data transformations, and Power Query.
- Check and validate reports for accuracy under the direction of senior team members.
- Develop familiarity with the insurance industry to add context to analytical work.
- Actively participate in training, mentorship, and skill-development opportunities.
Benefits
- Medical, Dental, Vision, and Prescription Drug Coverage
- Health Plan Reimbursement Program
- Health Savings Account (HSA) and Flexible Spending Accounts (FSAs)
- 401(k) Savings Plan
- Life and Disability Plans
- Long-Term Care
- Employee Assistance Program (EAP)
- Comprehensive Wellness Program
- Identity Theft Protection, Group Legal, Accident, Critical Illness, and Pet Insurance
- Low-Cost Loan Program and Student Loan Resources
- Vacation, Holiday, Sick, and Personal Time Off
- Flexible Work Arrangements
- Dress for Your Day Policy
- Comprehensive Onboarding and Continuing Education
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
