Reporting & Business Support Analyst

Standard Insurance Company • Portland, OR

2d

About The Position

The Reporting & Business Support Analyst owns sales and inforce reporting for Employee Benefits, including Long Term Disability, Group Life, and AD&D. The role handles monthly sales crediting and inforce reporting, along with ancillary financial reporting. It reviews data for accuracy, coordinates with teams across the company to ensure reporting is correctly reflected in legacy reporting systems, investigates and resolves discrepancies, and supports industry reporting of these measures.

The Analyst partners with actuarial, sales operations, underwriting, billing, and other teams on sales, inforce, and lives reporting; related process improvements; and general business needs. The position also supports the monthly financial reporting process and works to streamline and strengthen controls around legacy sales and inforce reporting.

Requirements

• Associate’s degree required.
• At least 2 years of relevant experience or an equivalent combination of education and experience.
• Strong organizational skills and the ability to manage multiple priorities and deadlines.
• Excellent analytical and problem-solving skills with strong attention to detail.
• Proficiency in Microsoft Excel and experience working with data, calculation systems, or reporting tools.
• Comfort working in a mainframe environment and learning legacy data warehousing and reporting tools such as Gsales, GroupFacts, and Group Access.
• Ability to investigate discrepancies, reconcile data, and interpret business rules or contract provisions.
• Excellent written and verbal communication skills and ability to build relationships with internal and external stakeholders.
• Collaborative, proactive, solution-oriented approach; willingness to learn, share information, question the status quo, and improve efficiency and results.
• Ability to anticipate stakeholder needs and deliver requested information in a timely manner.

Nice To Haves

• Bachelor’s degree preferred.
• Experience with Databricks, SAS, SQL, Python, VBA, or Azure DevOps.

Responsibilities

• Serve as the primary point of contact for monthly sales crediting and inforce reporting, and create monthly results summaries for organizational stakeholders and senior leadership.
• Review and codify necessary sales additions or amendments and manage related communications.
• Maintain accuracy and controls for legacy data warehousing and reporting tools, including Gsales, GroupFacts, and Group Access; work with IT on required enhancements and modifications.
• Support testing, audits, documentation, actuarial requests, and other work related to legacy data warehousing and reporting tools.
• Deliver and summarize quarterly LIMRA data and other annual industry survey reporting on sales and inforce.
• Partner with team members during monthly financial reporting to explain key drivers of movements in sales and inforce metrics.
• Evaluate and transform legacy sales and inforce reporting processes to create a more streamlined and controlled reporting environment.
• Investigate discrepancies, reconcile data, and interpret business rules or contract provisions.
• Support related process improvements and general business needs in partnership with actuarial, sales operations, underwriting, billing, and other teams.

Benefits

• Medical, dental, and vision benefits.
• 401(k) plan with matching company contributions.
• Annual incentive bonus plan.
• Paid time off, including 11 holidays, 2 wellness days, and 8 volunteer hours annually; PTO increases with tenure.
• Paid parental leave.
• Adoption and surrogacy assistance.
• Employee giving program that double matches donations to eligible nonprofits and schools.
• Opportunities for career growth and advancement.
• Supportive, responsive management approach.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree