Business Reporting Analyst - Hartford, United States - AmeriLife

Description

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Business Reporting Analyst

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locations

Hartford, CT

posted on

Posted 30+ Days Ago

job requisition id

R2502

Why Saybrus?
We strive to help employees lead fulfilling professional lives. Excellence is expected and rewarded. We believe in straightforward communication and encourage employees to share opinions and ideas.

Our salaries, incentive awards and comprehensive benefits provide a highly competitive total reward package based on individual and company performance.

Many of our employees work from their homes, while others are based in our Hartford, CT headquarters in the landmark Boat Building .

We are proud to offer programs and flexibility that help employees balance work and personal time.
Job Summary
Job Description

Principal Duties and Responsibilities

Performs critical analysis and validation of data from multiple third-parties to prevent inaccurate daily and monthly reporting which could have financial impact on individuals and the firm overall.

Independently validates and monitors regular premium reporting by partner channels and wholesaler with policy related details and other data required to manage the business at all levels.

Responsible for ensuring accuracy of all business reports; accuracy and attention to detail is critical as these play a significant role in senior management strategic planning

High level comprehension of data being fed into Firm systems from multiple third-parties and can manipulate critical data to ensure it is fed correctly into Saybrus reporting systems.

Support Salesforce administrator, including advisor/agent data loads and maintenance, report building, and system build out for user roles and profiles
Independently and proactively offer solutions and resolve key business issues as related to business reporting
Support new account launch and implementation by gathering and defining business needs and data requirements

Accomplishes organization goals by accepting ownership for undertaking new and different requests; exploring opportunities to add value to job accomplishments.

Work on special projects as needed
Perform miscellaneous duties as required by management.
Knowledge, Skills and Abilities
College degree or related experience
Flexibility with work assignments; ability to multitask under significant time constraints
Must be extremely organized and have a keen attention to detail
Demonstrated ability to use reporting tools including Microsoft Excel formulas and Microsoft Access.
Knowledge of

Salesforce/SmartOffice/Agency

Integrator a plus
Team-oriented attitude
Proven ability to set and achieve goals
Relationship building and networking skills

Exercises critical thinking with the ability to identify and troubleshoot situations to ensure data is flowing through the system in a timely manner.

Ability to work independently in a fast-paced, multi-faceted environment while multi-tasking, and focusing on critical path deliverables.
Identify process improvements, opportunities to increase efficiency.
About US

Your success is our business

For over a decade, Saybrus Partners has helped to expand the scope of advisors' and agents' businesses and forge deeper relationships with clients with life insurance and annuity solutions.

Our partner firms include a distinguished list of financial institutions, insurance retailers, broker/dealers and the industry's top carriers. Our 100+ locally-based experts and internal staff of 50 insurance professionals provide assisted sales consultation and traditional wholesaling support. Additionally, we deliver comprehensive case management services through our in-house life new business processing operation. We also assist insurance companies in designing and bringing to market compelling new product offerings.
Customization and dedication are signatures of Saybrus' approach.

Our teams work in close alignment with their partner firm(s), becoming immersed in the mission and culture of each organization.

Each financial professional receives tailored service and support according to the practice's needs and objectives. The result is a seamless, well-coordinated experience for our partners and their clients and accretive growth in their business.

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