Reporting & Business Support Analyst
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 manages monthly sales crediting and inforce reporting, along with ancillary financial reporting. It reviews data for accuracy, collaborates with teams across the company to ensure reporting is accurately 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, process improvements, and general business needs. The role is the primary point of contact for monthly sales crediting and inforce reporting and prepares monthly summaries for stakeholders and senior leadership. It maintains controls and accuracy for legacy data warehousing and reporting tools, supports testing and audits, and works with IT on system enhancements. The Analyst also delivers quarterly LIMRA data and annual industry survey reporting, explains movements in monthly financial reporting metrics, and helps improve legacy reporting processes.
Requirements
- Associate’s degree required.
- At least 2 years of relevant experience or an equivalent combination of education and experience.
- Strong organizational skills and 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 ability to learn legacy data warehousing and reporting tools, including 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 approach to sharing information, learning from others, and supporting shared team goals.
- Urgency, curiosity, resilience, and a solution-oriented approach to challenges.
- Interest in continuous learning, questioning the status quo, and improving efficiency and results.
- Collaborative customer-service approach, anticipating stakeholder needs and delivering information on time.
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 stakeholders across the organization and senior leadership.
- Review and codify necessary sales addition or amendment activity and manage associated communications.
- Maintain accuracy and controls for legacy data warehousing and reporting tools, including Gsales, GroupFacts, and Group Access; work with IT on required system enhancements and modifications.
- Support testing, audits, documentation, actuarial requests, and related responsibilities for 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.
- Partner with actuarial, sales operations, underwriting, billing, and other teams on reporting, process improvements, and general business needs.
- Investigate and resolve reporting discrepancies, reconcile data, and support accurate industry reporting.
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.
- Supportive, responsive management approach and opportunities for career growth and advancement.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
