Business Intelligence Associate
Core
Entry-level role focused on developing core business intelligence skills while contributing to reporting and analytics work for an insurance brokerage.
Role type
Entry-level Business Intelligence Associate
Builds
Internal CRM reports, dashboards, and data models
Domain
Insurance brokerage / Business Intelligence
Deliverable
dashboards & analysis
Required skills
Power BI, Microsoft Excel (formulas, VBA), DAX, Power Query, data modeling, AI tool usage (e.g., Claude), SharePoint
Preferred skills
DAX, Power Query, SQL, automation tools (Power Automate), data analytics coursework
Technologies
Power BI, Microsoft Excel, VBA, DAX, Power Query, SharePoint, Claude, Power Automate
Responsibilities
Build and maintain Power BI dashboards and reports under guidance; support automation tasks for CRM data updates; gather reporting requirements and translate them into outputs; validate reports for accuracy; maintain SharePoint site for AI knowledge sharing; learn and apply AI tools for reporting and analysis.
Seniority
Entry-level, less than 1 year experience