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This hybrid position requires on-site presence in Madison, WI, 10 days per month (no fixed schedule required). The role is focused on reporting operations and Tier 2 support, responsible for resolving escalated issues, ensuring data accuracy, monitoring report performance, and collaborating across business and technical teams to support and enhance reporting solutions.
Job Responsibility:
Triage and resolve Tier 2 reporting issues related to dashboards, reports, and data extracts across underwriting, claims, and policy teams
Conduct root cause analysis across data pipelines, report logic, and business processes
Collaborate with BI developers, actuaries, and data engineers to implement fixes and enhancements
Review and classify incoming support tickets as bugs, enhancements, or new requests
prioritize and route based on business impact
Partner with stakeholders in sales, operations, compliance, and finance to clarify reporting needs and validate deliverables
Monitor report performance and proactively identify and mitigate recurring issues
Validate data accuracy and ensure consistency with operational and regulatory definitions
Maintain and update support logs, resolution guides, and FAQs tailored to life insurance reporting workflows
Share knowledge with Tier 1 support and contribute to onboarding resources for new team members
Requirements:
Minimum of 3 years of experience in data reporting, BI support, or technical analysis
Experience working with life insurance or financial services data (e.g., policy data, claims, underwriting, actuarial reporting)
Proficiency in SQL and business intelligence tools such as Power BI, Tableau, or QuickSight
Familiarity with ticketing systems (e.g., JIRA, ServiceNow) and documentation tools (e.g., Confluence)
Strong analytical thinking, communication, and problem-solving skills
Preferred experience with Crystal Reports, SSIS, SSRS, and ETL/data validation processes
Knowledge of life insurance data structures and terminology
Familiarity with Agile or ITIL frameworks
Bachelor’s degree preferred, or equivalent experience
Nice to have:
Preferred experience with Crystal Reports, SSIS, SSRS, and ETL/data validation processes
Knowledge of life insurance data structures and terminology