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Senior Business Analyst - Remote

72% Flex
Full Remote
Mid-level (2-5 years)
  • Remote from:United States
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Senior Business Analyst - Remote

72% Flex
Remote: Full Remote
Experience: Mid-level (2-5 years)
Work from: United States...

Offer summary


Effective communication skills, Strong analytical and problem-solving skills, Proficient in Microsoft Office products, Ability to work independently and in a team environment, Experience with Excel and data analysis.

Key responsabilities:

  • Analyze wholesale insurance business processes
  • Prepare reports on financial and operational results
  • Identify trends and provide insights for stakeholders
  • Participate in special projects and strategic planning
  • Improve work flow processes and create efficiencies
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Financial ServicesXLarge

10001 Employees

Job description

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Your missions

The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one.

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If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).

Regular or Temporary:


Language Fluency:  English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

Responsible for analyzing wholesale insurance business processes to develop verifiable and reportable information regarding trends, operational results, strategic initiatives and more.


1. Responsible for analyzing wholesale insurance data and financial results using large datasets.

2. Prepares and delivers various internal, sales and production and productivity reports on a regular basis, providing meaningful insight for internal stakeholders.

3. Monitor operational results and recommends ways to increase effectiveness.

4. Access and digest wholesale insurance production data to identify trends and report results.

5. Involved in hands on work on special projects for leadership as they arise.

6. Engage with IT teams do help develop business reports utilizing PowerBI and enhance current dashboards for use by leadership and sales teams.

7. Assist in business development initiative conceptualization and tracking.

8. Improve current work flow processes to create automation and efficiencies.

9. Assist the business leaders with strategic planning, budget cycle, and other initiatives specific to the business needs.

Required Qualifications:
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.

1. Effective interpersonal and written communication skills

2. Ability to provide excellent customer service to both internal and external customers

3. Effective time management skills

4. Ability to prioritize and accomplish multiple tasks simultaneously

5. Capable of working independently as well as in a team environment

6. Ability to work in a self-directed fashion

7. Experience in effective dashboard and report designing

8. Demonstrated proficiency in basic computer applications such as Microsoft Office software products

9. Ability to analyze problems and develop solutions

10. Ability to communicate with individuals at all levels of the organization

Advanced working knowledge of Excel with proven experience

Advanced analytical skills

Preferred Qualifications:

1. Experience with PowerBI a plus but not required

2. Insurance experience a plus, wholesale insurance even more so, but neither required

3. Bachelor's degree in Finance or Accounting or equivalent education, training and work-related experience

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

CRC 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 is a Drug Free Workplace.

EEO is the Law   Pay Transparency Nondiscrimination Provision   E-Verify

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Level of experience :
Mid-level (2-5 years)
Industry :
Spoken language(s)
Check out the description to know which languages are mandatory.
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Hard Skills

Soft Skills

  • Effective communication and teamwork
  • Time management and prioritization abilities

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