Job Summary
Conducts the development and enhancement of dashboards and semantic models, performs deeper analysis to surface trends and drivers, and contributes to improving reporting processes and data quality. Works with some autonomy and self-direction in day-to-day responsibilities with regular oversight, supports stakeholder interpretation of results, and proposes reporting, usability, and performance improvements using established standards and governance practices.
Principal Responsibilities
Analytics & Dashboarding
- Conducts the design and development of interactive dashboards, reports, scorecards, and analytical views to meet defined business needs.
- Researches reporting requirements with business stakeholders and contributes to aligning dashboards to agreed KPI definitions and business rules.
- Creates business-friendly visualizations for operational, financial, and executive reporting.
- Builds dashboards for insurance KPIs such as: Written premium, Earned premium, In-force premium, Loss ratio, Combined ratio, Claims frequency, Claims severity, Quote-to-bind ratio, Renewal ratio, Policy retention, Producer/agency performance, Commission trends.
- Analyzes data from insurance systems related to: Policy administration, Underwriting, Quotes and submissions, Claims, Billing, Commissions, Reinsurance, Agency/broker performance, Customer retention, etc.
- Develops enhanced user experience features including drill-down, drill-through, slicers/filters, bookmarks, tooltips, and KPI cards.
- Publishes reports and tracks workspace configuration, refresh schedules, and access controls; escalates issues and risks as needed.
Data Analysis & Insight Generation
- Conducts data analysis to identify patterns, trends, variances, and actionable insights for business partners.
- Reviews business questions and translates them into analytical outputs (dashboards, KPI scorecards, and ad hoc analyses) using established approaches.
- Creates executive summaries and data-driven recommendations based on dashboard findings; contributes to stakeholder readouts and recurring performance reviews.
- Supports business teams in interpreting dashboard results and making informed decisions; provides guidance on metric definitions and appropriate usage.
- Performs root-cause analysis for issues such as declining retention, increasing loss ratios, premium leakage, or claims delays, and proposes follow-up analyses to confirm drivers.
Data Modeling & Transformation
- Builds and maintains data models using star schema / dimensional modeling principles and established internal standards.
- Develops calculated measures and KPIs using DAX; reviews and refines existing measures for accuracy and reusability.
- Uses Power Query / M language for data cleaning, transformation, and shaping; documents key assumptions and transformation logic.
- Works with structured and semi-structured data from: SQL databases, data warehouses, Excel/CSV files, APIs and cloud platforms, Insurance policy and claims systems
- Collaborates with data engineering teams to validate source data, curated datasets, and data pipelines; contributes to requirements and testing for new or updated data feeds.
Quality, Governance & Performance
- Validates reports against source systems and business rules; tracks reconciliation results and data quality findings.
- Ensures accuracy, consistency, and reliability of reported metrics; supports standardization of KPI definitions and report templates.
- Optimizes report performance, dataset refresh time, and DAX calculations; proposes improvements when performance issues are identified.
- Implements row-level security and access controls following established governance practices.
- Maintains reusable datasets and standardized reporting components; supports adoption of certified datasets where applicable.
- Supports production issue analysis, defect fixes, and enhancement requests; participates in release testing and post-deployment validation.
Minimum Qualifications
- Degree - Bachelors / Masters
- Working Experience - 4-8 years of experience in BI, analytics, reporting, or data visualization. Minimum 2 years of experience working with insurance domain data preferred.
Behavioral/Technical Skills; Competencies
- Develop and optimize dashboards and reports using Power BI Desktop, Power BI Service, DAX, Power Query, and SQL to support business reporting and analytics needs.
- Create data models, calculated measures, calculated columns, KPIs, hierarchies, and role-based dashboards using Power BI Desktop and Power BI Service.
- Utilize SQL for querying, joins, aggregations, data validation, and reconciliation while applying data warehouse concepts and dimensional modeling.
- Perform report optimization, data refresh optimization, row-level security, and workspace management within Power BI Service.
- Analyze large datasets and generate business insights through trend analysis, variance analysis, cohort analysis, and operational performance reporting.
- Collaborate with business and technical stakeholders to define KPIs, metrics, and translate data into clear business narratives.
