Demo

Data & Reporting Specialist

HomeServices Insurance
Brighton, MN Full Time
POSTED ON 11/1/2024 CLOSED ON 11/5/2024

What are the responsibilities and job description for the Data & Reporting Specialist position at HomeServices Insurance?

Support day-to-day systems operations and reporting for the business/department, primarily working within the business’/department’s database software system.  Handle all internal and external reporting and data analysis.  Duties include set-up and maintenance for user and client records, security configuration and maintenance, system configuration and maintenance, report writing and production, data import/export, data analysis and reporting.

Job Duties and Responsibilities (Essential Job Functions)

Common activities are listed below: actual position responsibilities may vary. Please refer to manager or human resources for specific duties and performance expectations of the position. 

1. Set-up and maintenance of system records (35-40%)

    • User, client, supplier, and broker profiles
    • Expense codes and expense groups
    • Billing, tax, and other policies
    • System security
    • Data archive and purge

2. Data reporting and analysis (35-40%)

    • Maintain existing reports and reporting elements.
    • Run and distribute reports per schedule.
    • Create or modify reports at request of management or to satisfy business needs.
    • Create and execute data import/export requests.
    • Create, maintain, and produce regular data tracking and analysis for both internal and external stakeholders.

3. Liaison with department staff, software suppliers and company IT personnel (15-20%)

    • Troubleshoot system issues and take appropriate action.
    • Work with process managers to develop and conduct training, as required.

4. Perform additional responsibilities as requested or assigned (5-10%)

    • Special projects which may include:
      1. Implement new system modules and enhancements.
      2. Develop enhancement requirements.
  • Drive improvements in automation.

 

Performance Expectations

  • Meet all performance and behavior expectations outlined in the company performance appraisal form or communicated by management.
  • Perform responsibilities as directed achieving desired results within expected time frames and with a high degree of quality and professionalism.
  • Establish and maintain positive and productive work relationships with all staff, customers and business partners.
  • Demonstrate the behavioral and technical competencies necessary to effectively complete job responsibilities. Take personal initiative for technical and professional development.
  • Follow the company HR Policy, the Code of Business Conduct and all subsidiary and department policies and procedures, including protecting confidential company information, attending work punctually and regularly, and following good safety practices in all activities.

 

Qualifications

Education:

  • Associate’s degree or equivalent knowledge and experience

Experience:

  • 1 to 2 years database software or administrative experience preferred.
  • Previous experience with Applied Epic or similar program preferred.

Knowledge and Skills:

  • Professionalism in written and verbal communication essential
  • Demonstrated ability to prioritize and manage multiple deadlines proactively
  • Excellent computer skills in MS Office applications, particularly MS Excel
  • Experience with SharePoint, Office 365, and SQL preferred

Other (licenses, certifications, schedule flexibility/OT, travel, etc.)

  • N/A

We offer a full suite of benefits including Medical, Health Savings Account, Dental, Vision, Life Insurance, Paid Vacation (PTO), 401(k) with employer match, Flexible Spending Account, and Employee Assistance Program (EAP)

Equal Opportunity Employer

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Job openings at HomeServices Insurance

HomeServices Insurance
Hired Organization Address Cherry Hill, NJ Full Time
HomeServices Insurance, inc. is an independent insurance agency focusing on personal lines insurance products with over ...

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