Senior Analytics & Reporting Specialist

People Corporation•Toronto, ON

About The Position

The Senior Analytics & Reporting Specialist is responsible for designing, developing, and maintaining underwriting data infrastructure, analytics, and reporting solutions to support underwriting operations and strategic decision-making. This role combines technical data expertise, underwriting knowledge, and process optimization, supporting the Underwriting Department through advanced analytics, automation, and reporting capabilities. The Senior Analytics & Reporting Specialist works closely with underwriting, operations, and technology teams to ensure data integrity, reporting accuracy, and operational efficiency. They also play a key role in transforming complex datasets into actionable insights, enabling improved pricing, renewal outcomes, and business performance.

Requirements

5+ years of experience in data analytics, reporting, and preferably with underwriting support within a group benefits or financial services environment
Advanced Excel expertise (5+ years), including complex formulas, Power Query, VBA, and integration with external data sources
Strong SQL/database experience (5+ years), including data extraction, transformation, and relational data modeling
Experience with MS Access (3+ years), including queries, reporting, and macro development
Demonstrated ability to work with large, complex datasets and translate findings into meaningful business insights
Effective communication and stakeholder management skills, with ability to bridge technical and business audiences

Nice To Haves

Post-secondary education in Finance, Computer Science, Data Analytics, or a related field, or equivalent practical experience
Strong understanding of group benefits underwriting concepts, including claims, renewals, and financial performance drivers would be an asset
Experience designing and implementing automation and reporting frameworks to improve efficiency and scalability
Familiarity with systems such as CRM and other Third Party Administration system is considered an asset

Responsibilities

Design, develop, and maintain underwriting analytics datasets using SQL Server, Power BI, and Excel
Develop and enhance recurring reports, including renewal tracking, claims reporting, and financial performance dashboards
Translate large, fragmented datasets into clear, actionable insights for underwriting teams and leadership
Identify trends, anomalies, and emerging risks to support proactive underwriting and business decision-making
Establish and maintain robust data structures and relationships to ensure accuracy, validation, and auditability of reporting outputs
Design and optimize workflows across systems including SQL Server, Excel (VBA), MS Access, and SharePoint
Reduce manual processes through automation and development of standardized data pipelines
Build scalable reporting frameworks (e.g., renewal “master” datasets) to improve turnaround times, consistency, and reliability
Troubleshoot and resolve data integrity issues, system discrepancies, and integration challenges across platforms
Continuously identify opportunities to improve efficiency, reduce risk, and enhance data accessibility
Act as a key liaison between underwriting, operations, and technology teams
Partner with underwriting teams to deliver tools, reporting, and data solutions that enhance productivity and decision-making
Provide training and guidance on reporting tools, data interpretation, and workflow processes
Support cross-functional alignment on data definitions, reporting standards, and process improvements
Contribute to the development and enhancement of underwriting best practices, reporting standards, and governance frameworks
Support integration of new data sources, systems, and analytics capabilities
Identify opportunities to improve client retention, pricing accuracy, and operational efficiency through data insights
Participate in cross-functional initiatives, including system enhancements, data consolidation, and process redesign
Ensure accuracy, consistency, and integrity of underwriting data across all reporting outputs
Support development and maintenance of data governance practices, including validation, audit trails, and documentation
Identify and mitigate risks related to data quality, reporting errors, and system limitations
Ensure alignment with internal standards and external regulatory reporting requirements
Deliver accurate, timely, and reliable reporting outputs in accordance with established service standards
Maintain clear prioritization of tasks and effectively manage multiple concurrent deliverables
Provide regular updates to stakeholders on reporting deliverables, data issues, and improvement initiatives
Support continuous improvement through proactive identification of opportunities and solutions