Data Analyst

ExperINS•Austin, TX

8d•Hybrid

About The Position

Enjoy turning messy data into clean, client-ready insights? Want to build systems that make work faster and smarter? We’re hiring a Data & RFP Analyst to support our Client Service team at ExperINS. This role sits at the center of our busiest work, managing RFPs, building high-quality Excel deliverables, and improving how we handle data across the business. The Data Analyst supports business growth and client retention by transforming data into actionable insights, improving internal processes, and delivering analytics that strengthen sales opportunities, renewal strategy, and ongoing client consulting. You’ll own critical workflows during peak seasons, while also helping us automate, streamline, and scale how we operate. This is not just execution. This is building better systems.

Requirements

Advanced Excel skills, including XLOOKUP, INDEX/MATCH, pivot tables, and working with large datasets
Experience building or using Excel macros and VBA
Strong attention to detail and data accuracy
Ability to manage multiple projects and deadlines at once
Comfort working with both structured and messy data
Interest in automation and process improvement
Working knowledge of basic SQL queries
Experience with Python for data cleanup, workflow support, or automation

Nice To Haves

Experience with employee benefits and/or insurance
Experience building or managing SQL databases
Experience with process automation or workflow design
Experience with reporting or visualization tools such as Power BI, Tableau, or Zoho Analytics
Familiarity with RFPs or other client-facing deliverables
Experience working with healthcare or employee benefits data

Responsibilities

Partner with Sales team through diligence review. Prepare prospect and finalist claims and benchmarking reporting. Create executive-ready charts, exhibits and presentation materials for prospect and finalist presentations.
Manage multiple RFPs at once and proposal processes through data gathering, formatting, quality review, and deadline coordination
Develop renewal and prospect analytics including contribution modeling, plan comparisons, rate analysis, and cost projections
Support service team by gathering data including plan performance materials, benchmarking, contribution strategies, and renewal projections
Prepare client-ready reporting and presentation materials for pre-renewal, renewal, and strategic planning meetings
Build and maintain Excel macros, templates, and automated workflows
Identify inefficiencies and redesign processes to reduce manual work
Standardize templates, data inputs, and file structures across the team
Improve turnaround time, consistency, and scalability of RFP execution
Help create repeatable systems that make high-volume work easier to manage
Support the building and ongoing management of internal SQL databases and data structures
Write and use basic SQL queries to pull, validate, and organize data
Use Python to automate repetitive tasks, improve data workflows, and support internal tools
Partner with technical resources to expand automation and strengthen data infrastructure
Help improve how ExperINS captures, stores, and uses data across the business