About The Position

This role is for an experienced analytics professional to provide clarity, insight, and actionable intelligence to underwriting operations. The individual will partner closely with underwriting, sales, pricing, finance, and operations leaders to design and deliver reporting that improves visibility, enables smarter decisions, and supports capacity planning across the end-to-end underwriting workflow. If you enjoy transforming complex business processes into clear, data-driven insights—and thrive in an environment where your work directly influences leadership decisions—this role offers both impact and autonomy. The position involves designing and maintaining reports for operational and workflow visibility, delivering insightful reporting to leadership, developing future work projections for capacity planning, and utilizing technology for data enablement.

Requirements

  • Bachelor’s degree or equivalent professional experience.
  • 3+ years of experience supporting underwriting operations or closely related business processes.
  • Strong understanding of underwriting workflows and cross-functional partnerships (sales, pricing, finance, operations).
  • Advanced Excel skills (including pivots; VBA a plus).
  • Working knowledge of SQL or another analytics language (e.g., Python, SAS, or R).
  • Proven ability to manage multiple priorities, work independently, and deliver high-quality results in a fast-paced environment.
  • Strong communication skills with the ability to translate data into clear insights for non-technical audiences.
  • If you will be working at home occasionally or permanently, the internet connection must be obtained through a cable broadband or fiber optic internet service provider with speeds of at least 10Mbps download/5Mbps upload.

Nice To Haves

  • Experience with data preparation and automation tools such as Alteryx.
  • Hands-on experience with data visualization tools such as Tableau or Power BI.
  • Prior exposure to capacity planning, forecasting, or operational analytics.
  • Experience collaborating in highly matrixed enterprise environments.

Responsibilities

  • Design and maintain reports that provide clear visibility into underwriting inventory, case status, and work-in-progress across the full lifecycle—from RFP request through sold case notification.
  • Analyze workflows to identify bottlenecks, inefficiencies, and opportunities to streamline hand-offs between business teams.
  • Measure work effort by case and process step to support operational insights and process optimization.
  • Partner with stakeholders to translate business needs into build-ready reporting requirements.
  • Deliver insightful, decision-ready reporting to underwriting leadership to support strategic and operational decision-making.
  • Develop and enhance execution reports that track performance, quality, and outcomes.
  • Identify data quality gaps and collaborate with business partners on root causes and remediation.
  • Work alongside other analytics and decision enablement teams to ensure alignment and consistency across reporting.
  • Develop future work projections and workload analysis to support staffing and capacity planning.
  • Help leaders understand trends, upcoming demand, and operational readiness through clear, data-backed insights.
  • Use tools such as SQL, Excel, Alteryx, and Tableau (or Power BI) to query, prepare, and visualize data.
  • Maintain and continuously improve existing dashboards, reports, and data assets.
  • Recommend process and reporting improvements as new tools, capabilities, or solutions are introduced.
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