Senior Analyst, Data Analytics
Core
Deliver trusted, repeatable reporting and data maintenance to support new-business sales performance for Individual Life Insurance sales leaders, wholesalers, and distribution partners.
Role type
Senior IC data analytics analyst (sales reporting)
Builds
Weekly and monthly sales reports, Tableau dashboards, and landing pages
Domain
Insurance / Sales Analytics
Deliverable
dashboards & analysis
Required skills
Tableau, Excel, data reconciliation, sales data constructs, process documentation, written communication
Preferred skills
Power BI, reporting automation, insurance distribution hierarchies, compensation reporting
Responsibilities
Produce scheduled sales and distributor-level reports; maintain and enhance Tableau dashboards and reporting templates; validate sales data and reconcile discrepancies; manage first-pass ad hoc data requests; document standard operating procedures and flag exceptions.
Seniority
Senior, hands-on IC
