Description:
Create analytics and reporting for the Agent Review team to identify and assess patterns, track findings, and detect and mitigate risk.
Responsibilities
• Participate in the development of reporting metrics and dashboards in collaboration with the
Agent Review and Compliance teams.
• Use analytics technologies including MSBI, Excel, SQL, SSIS, Power BI, to develop and
maintain data, data extracts, and reporting.
• Initiate, review, track and provide reporting for client and agent file reviews performed by the
Agent Review team.
• Build automations using Excel, SQL, and Power BI.
• Assist in the development of reporting that identifies statistics, trends, and training
opportunities for the sales field.
• Document processes related to data warehousing, extracting, automations, analysis, and
reporting.
• Extract, transform, and load data using data management tools and T-SQL.
• Administer and maintain the BI Portal, data warehouse, and existing BI solutions.
• Assist management in conducting and facilitating internal testing and user acceptance
testing.
Qualifications:
• Post-secondary education in finance, computer science, information technology, or
equivalent experience
• Two years of experience in the insurance and/or securities industry
• Good understanding and experience with MSBI, Excel, SQL, SSI, Power BI, and MS Office
• Analytical, decision-making, and problem-solving skills
• Excellent attention to detail and accuracy
• Excellent communication and relationship building skills
• Organizational and prioritization skills
• Bilingual (French/English)