Role overview

Qualifications

Bachelor’s degree in data science, Finance, Business Analytics, or a related field
2–4 years of experience in data analysis, preferably within the insurance or financial services industry
Proficiency in Excel (mid to advance usage – up to Macros)
Experience with BI tools like Power BI or Tableau

Responsibilities

Conduct comprehensive audits of existing datasets to identify missing, inconsistent, or siloed information
Develop and execute workflows to clean and reconcile historical data, ensuring accuracy and completeness
Design, build, and maintain automated reports and visual dashboards to track key performance indicators (KPIs)
Analyze internal processes to identify where data entry bottlenecks occur and propose solutions to streamline data collection

Key facts

Remote from: North Carolina (USA)
Full time
Mid-level (2-5 years)
Data Analyst
English

Hard skills

SQL (Programming Language) Data Cleansing Engineering Optimization Cross-Functional Collaboration Business Intelligence Tools Power BI Tableau (Business Intelligence Software) Monday.com Management Systems

Other skills

Problem Reporting
Microsoft Excel
Analytical Thinking
Detail Oriented
Strategic Thinking
Communication

About the company

CRC Insurance Services

CRC Group is one of the largest wholesale insurance distributors in the U.S. CRC Group consists of three divisions, Commercial Solutions, Group & Individual Solutions, and Specialty Programs. The CRC Group family of brands includes CRC, TAPCO, Insurisk, CRC Programs, 5Star, The ABC Program, Negley, Professional Insurance Concepts, Pro-Praxis, SHU, Target, JH Blades, CRC Voluntary Benefits, Ethos Underwriting Services, and Hanleigh. CRC Group’s insurance offerings and practice groups range from commercial property, casualty, professional lines, small business, transportation, environmental, construction, energy, healthcare, hospitality, manufacturing & distribution, public entity, and real estate, to personal lines, disability, voluntary benefits, and more. CRC Group has the largest collection of actionable data in the wholesale business and we are putting it to use to consistently deliver better outcomes and more efficient results for our clients. We leverage data to provide a better client experience through limits benchmarking reports, amendatory endorsements, comparison tools, form review library, and property risk assessment reports. We have unveiled the REDY platform, which uses data and analytics to help clients win. In addition, we offer products exclusively available from CRC Group through our Insurisk brand. Our Claims Advocacy team is another way we strive to enhance the client experience, our dedicated team is ready to assist even after the policy is placed, we are here to help in the event of a difficult claim, as well. These are just some of the ways CRC Group is placing you first.

Company details

Company size1001 - 5000

Links

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Job description

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.

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:

Regular

Language Fluency: English (Required)

Work Shift:

1st Shift (United States of America)

Please review the following job description:

As a Data Analytics Professional, you will be the primary architect for bridging information gaps within our operational ecosystem, specifically around Work Force Planning, policy lifecycle task mix between onshore and offshore, and other data needs. Job requires a self-starter, drive ideas, identify data gaps, analyze/recommend/communicate data findings to leadership for action and build out reporting.

This is a critical role designed to transform our raw insurance data into actionable business intelligence. You will be responsible for identifying data discrepancies, standardizing reporting structures, and ensuring that our Operational Leadership has the insights needed to drive growth and efficiency throughout the policy lifecycle.

KEY RESPONSIBILITIES

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

Gap Analysis: Conduct comprehensive audits of existing datasets to identify missing, inconsistent, or siloed information across the brokerage's various databases (e.g.: AIM/ImageRight) and policy management systems.
Data Remediation: Develop and execute workflows to clean and reconcile historical data, ensuring accuracy and completeness
Reporting & Dashboards: Design, build, and maintain automated reports and visual dashboards to track key performance indicators (KPIs). Work closely with Work Force Management – building, maintaining various data sets related to mix of on and offshore support
Operational Optimization: Analyze internal processes to identify where data entry bottlenecks occur and propose solutions to streamline data collection.
Cross-Functional Collaboration: Partner with CRC Operations, Outsource Vendor(s), Accounting, and IT to ensure data integrity at every stage of the policy lifecycle
Trend Analysis: Identify market trends and internal performance patterns to provide strategic recommendations to leadership.

EDUCATION AND EXPERIENCE

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.

Bachelor’s degree in data science, Finance, Business Analytics, or a related field.
2–4 years of experience in data analysis, preferably within the insurance or financial services industry.

CERTIFICATIONS, LICENSES, REGISTRATIONS

FUNCTIONAL SKILLS

Analytical Mindset: Ability to see the "story" behind the numbers and identify what is missing. Be able to sanity check data prior to release
Detail Orientation: A meticulous approach to data validation and error detection.
Strategic Thinking: Capacity to move beyond simple data entry to high-level process improvement.
Communication: Ability to translate complex data findings into clear, non-technical language for Operational and Business Leadership
Technical Skills:
- Proficiency in Excel (mid to advance usage – up to Macros) required
- Experience with BI tools like Power BI or Tableau – Monday.com a plus
- Working knowledge of SQL for database querying a plus
- Familiarity with Agency Management Systems (AMS) such as AIM, ImageRight a plus

General Description of Available Benefits for Eligible Employees of CRC Group: At CRC Group, we're committed to supporting every aspect of teammates' well-being – physical, emotional, financial, social, and professional. Our best-in-class benefits program is designed to care for the whole you, offering a wide range of coverage and support. Eligible full-time teammates enjoy access to medical, dental, vision, life, disability, and AD&D insurance; tax-advantaged savings accounts; and a 401(k) plan with company match. CRC Group also offers generous paid time off programs, including company holidays, vacation and sick days, new parent leave, and more. Eligible positions may also qualify for restricted stock units and/or a deferred compensation plan.

CRC Group 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 Group is a Drug Free Workplace.

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