POSITION SUMMARY
The Reporting Analyst I position is for a goal oriented, analytical team player with a willingness and desire to interact with internal and external customers. The Reporting Analyst I is responsible for data entry and auditing of data in Allied’s Executive Reporting platform and CRM system. The position is also responsible for obtaining non-integrated PBM data, prior administrator data, and assists in the preparation of multiple stop loss reports monthly for both internal and external customers. The Reporting Analyst I will also be responsible for maintaining the dedicated inbox and will assist with assigned projects. The position will work directly with the Underwriting Reporting Supervisor and other partners within the Underwriting and Reporting/Analytic teams.
ESSENTIAL FUNCTIONS
Develops an understanding of group medical stop loss product offering and basic group underwriting principles.
Saves and reviews monthly integrated stop loss reporting from Allied’s Executive Reporting system and provides regular updates around completion.
Inputs and audits client stop loss contracts entered monthly in Allied’s Executive Reporting System using provided stop loss documentation.
Updates Allied’s CRM with pertinent data associated with the client’s stop loss contract.
Secures and formats non-integrated PBM data and prior administrator data from both internal and external vendors to appropriately update client reporting.
Participates in scheduled meetings and provides feedback around data integrity audits.
Assists with the completion of all assigned tasks and projects related to Underwriting and Reporting/Analytics.
Other duties as assigned.
EDUCATION
Associate or Bachelor’s Degree in Mathematics, Finance, Business Management Preferred.
EXPERIENCE & SKILLS
1-3 years in an administrative or data entry position.
Intermediate level work experience with Microsoft Office, Word, and Excel Access and Power Point software applications.
Strong written and verbal communication skills required.
Strong analytical abilities.
Experience and proficiency using company web-based applications and systems.
Self-directed and able to work without supervision
Beginner or Intermediate level proficiency with VBA coding
COMPETENCIES
Job Knowledge
Time Management
Accountability
Communication
Initiative
Customer Focus
PHYSICAL DEMANDS
Standard office duties – sitting, working with a computer, etc.
WORK ENVIRONMENT
Remote