Data Analyst

As a Data Analytics Professional, you will be the primary architect for bridging information gaps within our operational ecosystem, specifically around Work Force Planning, policy lifecycle task mix between onshore and offshore, and other data needs. Job requires a self-starter, drive ideas, identify data gaps, analyze/recommend/communicate data findings to leadership for action and build out reporting.

This is a critical role designed to transform our raw insurance data into actionable business intelligence. You will be responsible for identifying data discrepancies, standardizing reporting structures, and ensuring that our Operational Leadership has the insights needed to drive growth and efficiency throughout the policy lifecycle., Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

• Gap Analysis: Conduct comprehensive audits of existing datasets to identify missing, inconsistent, or siloed information across the brokerage’s various databases (e.g.: AIM/ImageRight) and policy management systems.
• Data Remediation: Develop and execute workflows to clean and reconcile historical data, ensuring accuracy and completeness
• Reporting & Dashboards: Design, build, and maintain automated reports and visual dashboards to track key performance indicators (KPIs). Work closely with Work Force Management - building, maintaining various data sets related to mix of on and offshore support
• Operational Optimization: Analyze internal processes to identify where data entry bottlenecks occur and propose solutions to streamline data collection.
• Cross-Functional Collaboration: Partner with CRC Operations, Outsource Vendor(s), Accounting, and IT to ensure data integrity at every stage of the policy lifecycle
• Trend Analysis : Identify market trends and internal performance patterns to provide strategic recommendations to leadership.

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Bachelor’s degree in data science, Finance, Business Analytics, or a related field.
• 2-4 years of experience in data analysis, preferably within the insurance or financial services industry.

CERTIFICATIONS, LICENSES, REGISTRATIONS

• n/a

FUNCTIONAL SKILLS

• Analytical Mindset : Ability to see the “story” behind the numbers and identify what is missing. Be able to sanity check data prior to release
• Detail Orientation : A meticulous approach to data validation and error detection.
• Strategic Thinking: Capacity to move beyond simple data entry to high-level process improvement.
• Communication : Ability to translate complex data findings into clear, non-technical language for Operational and Business Leadership
• Technical Skills :
• Proficiency in Excel (mid to advance usage - up to Macros) required
• Experience with BI tools like Power BI or Tableau - Monday.com a plus
• Working knowledge of SQL for database querying a plus
• Familiarity with Agency Management Systems (AMS) such as AIM, ImageRight a plus, We seek passionate individuals who thrive in a fast-paced, collaborative environment. If you value integrity and are driven to succeed, CRC Group is the place for you.

General Description of Available Benefits for Eligible Employees of CRC Group: At CRC Group, we’re committed to supporting every aspect of teammates’ well-being - physical, emotional, financial, social, and professional. Our best-in-class benefits program is designed to care for the whole you, offering a wide range of coverage and support. Eligible full-time teammates enjoy access to medical, dental, vision, life, disability, and AD&D insurance; tax-advantaged savings accounts; and a 401(k) plan with company match. CRC Group also offers generous paid time off programs, including company holidays, vacation and sick days, new parent leave, and more. Eligible positions may also qualify for restricted stock units and/or a deferred compensation plan.

CRC Group supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. CRC Group is a Drug Free Workplace.

EEO is the Law (https://www.eeoc.gov/sites/default/files/2022-10/EEOC_KnowYourRights_screen_reader_10_20.pdf) Pay Transparency Nondiscrimination Provision E-Verify (https://www.e-verify.gov/employees/employee-rights-and-responsibilities)

Join CRC Group, a leader in specialty wholesale insurance, and take your career to new heights. We’re a dynamic team dedicated to innovation, collaboration, and excellence.

Why CRC Group?

• Growth: Advance your career with our learning and leadership development programs.

• Innovation: Work in a forward-thinking environment that values new ideas.

• Community: Be part of a supportive team that celebrates success together.

• Benefits: Enjoy competitive compensation, health benefits, and retirement plans.