Saybrus Partners

Partnering with institutions and financial professionals to address clients’ needs with insurance and annuity solutions.

Business Reporting Analyst

Business Intelligence AnalystBusiness Intelligence AnalystFull TimeRemoteTeam 51-200H1B No SponsorCompany SiteLinkedIn

Location

Connecticut + 4 moreAll locations: Connecticut, Montana, Massachusetts, Michigan, Rhode Island

Posted

23 hours ago

Salary

$55K - $80K / year

Bachelor DegreeEnglish

Job Description

• Supports Saybrus Partners on business reporting, processing, and operational needs. • Consolidates, analyzes, and communicates critical information to internal and external parties. • Performs critical analysis and validation of data from multiple third-parties. • Independently validates and monitors regular premium reporting by partner channels. • Responsible for ensuring accuracy of all business reports. • High level comprehension of data being fed into Firm systems. • Support Salesforce administrator, including advisor/agent data loads and maintenance. • 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.

Job Requirements

  • 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.

Benefits

  • PTO
  • medical
  • dental
  • vision
  • retirement savings
  • disability insurance
  • life insurance

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