Business Reporting Analyst

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.

Job Summary

Supports Saybrus Partners on business reporting, processing, and operational needs. Consolidates, analyzes, and communicates critical information to internal and external parties.

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. 

What AmeriLife Offers

A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.

 

Equal Employment Opportunity Statement

We are an Equal Opportunity Employer and value diversity at all levels of the organization. All employment decisions are made without regard to race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender identity or expression, age, national origin, ancestry, disability, genetic information, marital status, veteran or military status, or any other protected characteristic under applicable federal, state, or local law. We are committed to providing an inclusive, equitable, and respectful workplace where all employees can thrive.

 

Americans with Disabilities Act (ADA) Statement

We are committed to full compliance with the Americans with Disabilities Act (ADA) and all applicable state and local disability laws. Reasonable accommodations are available to qualified applicants and employees with disabilities throughout the application and employment process. Requests for accommodation will be handled confidentially. If you require assistance or accommodation during the application process, please contact us at HR@AmeriLife.com.

 

Pay Transparency Statement

We are committed to pay transparency and equity, in accordance with applicable federal, state, and local laws. Compensation for this role will be determined based on skills, qualifications, experience, and market factors. Where required by law, the pay range for this position will be disclosed in the job posting or provided upon request. Additional compensation information, such as benefits, bonuses, and commissions, will be provided as required by law. We do not discriminate or retaliate against employees or applicants for inquiring about, discussing, or disclosing their pay or the pay of another employee or applicant, as protected under applicable law. Pay ranges are available upon request.

 

Background Screening Statement

Employment offers are contingent upon the successful completion of a background screening, which may include employment verification, education verification, criminal history check, and other job-related inquiries, as permitted by law. All screenings are conducted in accordance with applicable federal, state, and local laws, and information collected will be kept confidential. If any adverse decision is made based on the results, applicants will be notified and given an opportunity to respond.