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Marketing
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53765 Requisition #
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Pronto Insurance is one of the fastest growing general agencies in South Texas and is now a member of Gallagher, a world wide expert in risk management solutions. Our first agency was founded in 1997 and the managing general agency operations commenced in 2005. Pronto has emerged in the insurance market through its captive agencies, independent agents, and franchise locations. Today Pronto has over 200 captive locations in Texas and recent expansion into California and Florida market. Our vision is to become the industry leader by making Pronto Insurance products a reality for all.


JOB DESCRIPTION: BUSINESS ANALYST - REPORTING ANALYST


OVERVIEW

The Business Analyst is responsible for testing, creating and providing business intelligence to various departments of the company. Business Analyst must be able to proactively gather and compile information from various internal/external resources and work with various departments to ensure understanding of business needs and create reports that are complete and meaningful.


The Business Analyst will Report to the Operations Manager. Co-workers will include Reporting Analysts.


PRIMARY RESPONSIBILITIES


  • 2+ years experience with insurance reporting preferred

  • Bachelor's Degree in Math, Finance, Computer Science

  • Master’s degree preferred

  • Highly proficient in programming code, excel, and data manipulation software

  • Strong working knowledge of Oracle system and data analytics software (tableau)

  • Good communication skills and the ability to condense and present information in a meaningful format

  • Self- motivated with an ability to independently formulate solutions and employ and examine all resources available to implement solutions.

  • Strong interpersonal skills with the demonstrated ability to gain the confidence, respect, and trust of senior executives, clients and colleagues.

  • Demonstrated ability to lead others and follow-through on projects to completion.

  • Proven ability to exercise sound judgment and strong problem solving skills.

  • Effective written and verbal communication skills, including the ability to communicate internally as well as externally with remote locations, external partners and clients, and vendors.

  • Must demonstrate professional and ethical business practices, adherence to company standards, and a commitment to personal and professional development.


ADDITIONAL RESPONSIBILITIES

 

  1. Create scenarios in testing environment for the reporting aspect from various departments

  2. Learn the pronto process from each department’s perspective and connect with Beyontec       

  3. Testing that information between reports and system is accurate

  4. Provide weekly/ monthly/ quarterly status of tested reports and progress %

  5. Attend ITS Calls, create tickets and proactive follow up to closure

  6. Update Daily the Reporting Dashboard/Tracker

  7. Coordinate with each department that reporting requirements are met

  8. Build new reports for various departments in Tableau

  9. Collaborate with existing tasks of the reporting team

  10. Gather data on industry trends, market changes, demographic information, competitor profiles (including breakdowns of in-force, written premium, claims, policy fee, LAE) and potential geographic.

  11. Update monthly company reports through Google Docs.

  12. Testing that reports are properly function after launching

  13. Provide weekly/ monthly/ quarterly status of tested reports and progress %

  14. Provide weekly/ monthly/ quarterly status of Tableau reports and progress %

  15. Provide weekly/ monthly/ quarterly status of Espress reports and progress %

  16. Proper Understanding of Business Processes to provide reporting feedback if needed

  17. Understand Espress Software to Build Base Reports

  18. Configure, update, and use SQL Queries for reporting and analytics

  19. Lead any internal data requests. Be able to work with co-workers to complete requests and ensure timely delivery.

  20. Responsible for consistently presenting a professional and respectable demeanor to all external entities.

  21. Create and update monthly reports for various departments to facilitate their reporting needs.

  22. Promote an environment of excellence and accountability within the firm by improving operational efficiencies.

  23. Support business development efforts and insure proper communication and coordination between various groups.

  24. Regularly meet with system programmers to coordinate any changes needed to the software system to comply with regulation, improve efficiency, or to address any inaccuracies within the system.

  25. Regularly reviews current technology to automate various parts of organization reporting.

  26. Ensures compliance with corporate guidelines and regulatory requirements.

  27. Work with actuarial analysis and internal entities on rate comparisons and rate filings.

  28. Lead and coordinate any internal projects assigned.


INTERNAL RELATIONS

  • VP of Marketing

  • Claims Director

  • Underwriting Manager

  • VP of B2B sales

  • VP of B2C sales

  • VP of Pricing


CONTRIBUTIONS


  • Provide Key data on Industry trends, competitor and customer information

  • Support operation by identifying and creating key informational reports needed for various departments

  • Fulfilling internal requests for various data pulls

  • Support on implementing various projects

  • Support company Sustainable Growth

  • Identifying sales and loss ratio trends

  • Automation of manual processes

  • Timely submission, expansion, and accuracy of current reporting

 

U.S. Eligibility Requirements:
  • Submit an application and resume/CV online to be considered.
  • 18 years of age or older.
  • Willing to submit to a background investigation; any offer of employment is conditioned upon the successful completion of a background investigation.
  • Unrestricted work authorization to work in the U.S. For U.S. employment opportunities, Risk Placement Services, Inc. hires U.S. citizens, permanent residents, asylees, refugees, and temporary residents. Temporary residence does not include those with non-immigrant work authorization (F, J, H, or L visas), such as students in practical training status.  Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. RPS will require proof of work authorization.
  • Willing to execute RPS’ Employee Agreement or Confidentiality and Non-Disclosure Agreement which requires, among other things, post-employment obligations relating to non-solicitation, confidentiality and non-disclosure. 

RPS offers competitive salaries and benefits, including: medical/dental/vision plans, life and accident insurance, 401(K), employee stock purchase plan, educational expense reimbursement, employee assistance program, flexible work hours (availability varies by office and job function) training programs, matching gift program, and more.

Risk Placement Services, Inc. is a division of Arthur J. Gallagher and believes that all persons are entitled to equal employment opportunity and does not discriminate against nor favor any applicant because of race, color, religion, sex, age, veteran status, disability, national origin, or any other legally protected status. Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, RPS will make reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
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