Translate business needs into data requirements: collect, integrate, clean, explore, model, and analyze large datasets, visualize results, and present to business leaders
Work with large datasets that are not consistent, clean, or fully modelled
Retrieve and transform data from multiple systems and data sources
Work with key stakeholders to obtain, review and program Commission files for standard consumption
Build and maintain tools for transactional team and debt teams with a focus on automation and efficiency
Analyze and develop reporting systems for AGA or corporations from all carriers, with a focus on large producing advisors/corporations. Provide regular reporting to these groups.
Present and communicate the insights and recommendations generated in a visual and simplified language
Analyze and provide reporting for bonus changes, used for data integrity validation and updates
Create, design, and run other reports and tools as required for business analysis. Maintain existing reporting and tools
Acts independently to determine methods on new or special assignments, with some oversight to review approach and results. Decisions are guided by specific objectives
Analysis is a core requirement of the position. Identifies difficult problems where facts may be incomplete. Solutions require the interpretation of information according to established methods.
Finds solutions requiring analysis and interpretation of information according to established techniques or methods.
Makes suggestions to modify team policies and procedures
Work closely with leadership or SMEs in the department and other departments to understand business drivers and enable them to make decisions based on data
Provide training to the teams on the databases and reporting functions
Represent department on company and third party projects that involve Distribution Services reporting/feeds
Liaise with carrier partners to develop the most efficient methods to obtain MGA reports
Build strong working relationships with all stakeholders
Requirements
Completion of Post-Secondary School, or equivalent
Advanced skill level with Microsoft Excel and Power Query and/or other reporting programs
Experience visualizing data in Excel, Power Point
Minimum 2+ years’ experience in the insurance and financial services industry
Bilingual (French) an asset
Familiarity with SQL an asset
Knowledge of WealthServ an asset
Strong critical thinking, analytical, and problem solving abilities
Strong communication and interpersonal skills
Strong data manipulation skills
Detail-oriented maintaining accuracy and consistency
Demonstrated flexibility and adaptability to work in an ever-changing environment
Tech Stack
SQL
Benefits
Opportunities for career advancement, access to industry-leading learning programs and up to $2,000 annually towards education reimbursement.
Flexible health and dental benefits, plus a $5,000 mental health benefit to support your well-being.
In addition to regular vacation and personal days, we support community involvement with a volunteer day.
Company-matching pension plan, share ownership program and additional investment options.
Employee recognition programs, service milestone celebrations, employee discounts and more!
We provide a workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social clubs and events.