Reporting, Business Support Analyst

This is a fully remote position, open to applicants in Oregon.

📋 Description

• Take ownership of overall sales and inforce reporting for Employee Benefits, encompassing Long Term Disability, Group Life, and AD&D.

• Act as the primary liaison for monthly sales crediting and inforce reporting.

• Generate monthly summaries of results for organizational and senior leadership stakeholders.

• Review and formalize sales addition and/or amendment activities along with related communications.

• Ensure accuracy and control over legacy data warehousing and reporting tools.

• Collaborate with IT on necessary system enhancements and modifications.

• Assist with testing, audits, documentation, actuarial requests, and other legacy reporting responsibilities.

• Provide and summarize quarterly LIMRA data and annual industry survey reporting.

• Collaborate during monthly financial reporting to clarify key drivers of sales and inforce metric changes.

• Assess and revamp legacy reporting processes into a more efficient and controlled environment.

• Work in partnership with actuarial, sales operations, underwriting, billing, and other teams on reporting and process enhancements.

⛳️ Requirements

• An Associate’s degree is required.

• At least 2 years of relevant experience or an equivalent combination of education and experience is necessary.

• Strong organizational abilities with the capacity to manage multiple priorities and deadlines.

• Exceptional analytical and problem-solving skills, with a keen attention to detail.

• Proficiency in Microsoft Excel is essential.

• Experience with data, calculation systems, or reporting tools is required.

• Comfortable operating in a mainframe environment and learning legacy data warehousing and reporting tools.

• Ability to investigate discrepancies, reconcile data, and interpret business rules or contract provisions.

• Adaptable to automated processes and technical tools.

• A criminal background investigation and verification of employment, education, and licensing are mandatory for employment.

• Must be bondable.

🏝️ Benefits

• Medical, dental, and vision insurance.

• 401(k) plan with matching contributions from the company.

• Annual incentive bonus plan.

• Generous paid time off, including 11 holidays, 2 wellness days, and 8 volunteer hours annually.

• PTO increases based on tenure.

• Opportunities for career growth and advancement.

• Paid parental leave.

• Adoption/surrogacy assistance.

• Employee giving program that double matches donations to eligible nonprofits and schools.

• Support for work-life balance.

• A supportive and responsive management approach.