Data & Operations Reporting Manager

Marsh & McLennan Companies, Inc.-posted about 1 month ago
Full-time • Manager
Remote • Rancho Cordova, CA
Insurance Carriers and Related Activities
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Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. The industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Data & Reporting Operations Manager MMA. Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh McLennan (NYSE: MMC). As our Data & Operations Reporting Manager, you'll provide strategic oversight and direction for both MMA Analytics and Metric Insights. The successful candidate will be responsible for establishing and managing the reporting tool's roadmap, ensuring the accuracy and functionality of reports, collaborating with key stakeholders to enhance reporting capabilities and participating in implementation project work. This role requires a strong understanding of reporting requirements, testing strategies, and effective change management. The right candidate will bring a strong background in insurance with a comprehensive understanding of all lines of business within the insurance sector.

  • Strategic Oversight: Provide strategic oversight, direction, and a general roadmap for MMA Analytics to align with organizational goals. Establish navigation, features, functionality, and content guidelines for tools such as Metric Insights to optimize user experience.
  • Reporting and Testing Strategy: Oversee a comprehensive documentation and testing strategy, including supporting resources and communication plans to ensure thorough documentation and testing of reports. Ensure reports are tested for accuracy and manage stakeholder feedback ensuring all aspects of layout, functionality, and logic are addressed.
  • Development Prioritization: Prioritize development efforts and negotiate compromises ensuring alignment with business objectives. Ensure existing reports are mapped to MMA's new reporting framework, ensuring a seamless transition and continuity of reporting capabilities. Establish and maintain nomenclature mapping for key reporting terms and calculations to ensure consistency and clarity across reports.
  • Data Supply Chain Management: Ensure that the data supply chain pertains to programs such as EPIC runs smoothly and effectively from data conversion all the way through report development and consumption.
  • Stakeholder Engagement: Showcase the suite of reports to key stakeholders addressing questions and providing insights into report functionalities. Serve as a key advisor and stakeholder for MMA Analytics, providing insights and recommendations to enhance reporting capabilities.
  • Solution Implementation: Help identify report gaps and stakeholder requests for changes or enhancements, ensuring that reporting tools meet evolving business needs. Oversee the identification and implementation of solutions for report gaps, ensuring timely and effective enhancements.
  • Collaboration: Collaborate with Business Process and Finance teams to understand the impacts of workflow and system changes on reporting requirements. Evaluate changes to established reports for impact on layout, functionality, and logic, including major updates to PowerBI.
  • Security Guidelines: Establish security guidelines to protect sensitive reporting data and ensure compliance with organizational policies. Work with Access Management to ensure security is implemented accordingly.
  • Change Management, Training and Documentation: Help oversee implementation, communication and training for data products, including MMA Analytics and Metric Insights. Develop and maintain procedure manual content, including key report information, PowerBI functionality, and updates to the Suite of Reports list; actively enhance based on colleague feedback.
  • Minimum of 3 years of people leadership experience; preferably with experience in strategic team building in Insurance Operations
  • Bachelor's degree in Business, Insurance Operations, Information Technology, Data Analytics, or a related field.
  • Experience with Insurance Agency Management Systems, preferred experience with Applied Epic.
  • Proven experience in report management, analytics, or a similar role.
  • Strong understanding of reporting tools and technologies, preferably PowerBI.
  • Minimum of 10 years previous insurance agency/brokerage experience.
  • Excellent analytical and problem-solving skills.
  • Strong communication and interpersonal skills, with the ability to engage effectively with stakeholders at all levels.
  • Experience in project management and the ability to prioritize tasks effectively.
  • Detail-oriented with a focus on accuracy and quality in reporting.
  • Generous time off, including personal and volunteering
  • Tuition reimbursement and professional development opportunities
  • Remote Work, but some travel will be required
  • Charitable contribution match programs
  • Stock purchase opportunities
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