The Senior Analytics & Reporting Specialist is responsible for designing, developing, and maintaining underwriting data infrastructure, analytics, and reporting solutions to support underwriting operations and strategic decision-making.
This role combines technical data expertise, underwriting knowledge, and process optimization, supporting the Underwriting Department through advanced analytics, automation, and reporting capabilities.
The Senior Analytics & Reporting Specialist works closely with underwriting, operations, and technology teams to ensure data integrity, reporting accuracy, and operational efficiency. They also play a key role in transforming complex datasets into actionable insights, enabling improved pricing, renewal outcomes, and business performance.The Senior Analytics & Reporting Specialist will:Data Analytics & Reporting
- Design, develop, and maintain underwriting analytics datasets using SQL Server, Power BI, and Excel
- Develop and enhance recurring reports, including renewal tracking, claims reporting, and financial performance dashboards
- Translate large, fragmented datasets into clear, actionable insights for underwriting teams and leadership
- Identify trends, anomalies, and emerging risks to support proactive underwriting and business decision-making
- Establish and maintain robust data structures and relationships to ensure accuracy, validation, and auditability of reporting outputs
Process Improvement & Automation
- Design and optimize workflows across systems including SQL Server, Excel (VBA), MS Access, and SharePoint
- Reduce manual processes through automation and development of standardized data pipelines
- Build scalable reporting frameworks (e.g., renewal "master" datasets) to improve turnaround times, consistency, and reliability
- Troubleshoot and resolve data integrity issues, system discrepancies, and integration challenges across platforms
- Continuously identify opportunities to improve efficiency, reduce risk, and enhance data accessibility
Stakeholder Collaboration
- Act as a key liaison between underwriting, operations, and technology teams
- Partner with underwriting teams to deliver tools, reporting, and data solutions that enhance productivity and decision-making
- Provide training and guidance on reporting tools, data interpretation, and workflow processes
- Support cross-functional alignment on data definitions, reporting standards, and process improvements
Strategic Initiatives & Continuous Improvement
- Contribute to the development and enhancement of underwriting best practices, reporting standards, and governance frameworks
- Support integration of new data sources, systems, and analytics capabilities
- Identify opportunities to improve client retention, pricing accuracy, and operational efficiency through data insights
- Participate in cross-functional initiatives, including system enhancements, data consolidation, and process redesign
Governance, Data Integrity & Controls
- Ensure accuracy, consistency, and integrity of underwriting data across all reporting outputs
- Support development and maintenance of data governance practices, including validation, audit trails, and documentation
- Identify and mitigate risks related to data quality, reporting errors, and system limitations
- Ensure alignment with internal standards and external regulatory reporting requirements
Accountability
In respect of the above duties, the Consultant is expected to:
- Deliver accurate, timely, and reliable reporting outputs in accordance with established service standards
- Maintain clear prioritization of tasks and effectively manage multiple concurrent deliverables
- Provide regular updates to stakeholders on reporting deliverables, data issues, and improvement initiatives
- Support continuous improvement through proactive identification of opportunities and solutions
To be successful as a Senior Analytics & Reporting Specialist with People Corporation, you will need:• 5+ years of experience in data analytics, reporting, and preferably with underwriting support within a group benefits or financial services environment
- Post-secondary education in Finance, Computer Science, Data Analytics, or a related field, or equivalent practical experience
- Advanced Excel expertise (5+ years), including complex formulas, Power Query, VBA, and integration with external data sources
- Strong SQL/database experience (5+ years), including data extraction, transformation, and relational data modeling
- Experience with MS Access (3+ years), including queries, reporting, and macro development
- Demonstrated ability to work with large, complex datasets and translate findings into meaningful business insights
- Strong understanding of group benefits underwriting concepts, including claims, renewals, and financial performance drivers would be an asset
- Experience designing and implementing automation and reporting frameworks to improve efficiency and scal