Agency Management Data Analyst


The analyst will work with the InsuranceNow Platform and neighboring data teams.  You will participate in optimizing the data and analytics strategy throughout the organization.  You will provide operational and strategic analytical support to sales and underwriting areas.  In addition, you will act as the subject matter expert for the InsuranceNow Platform and a part of the organization’s data team. 

The person will assist in identifying and prioritizing problems, which can be effectively solved through sophisticated analytics.  The analyst will ensure that these solutions produce insights that leaders can interpret and execute.  This position requires an expert understanding of our business and key operational metrics that achieve results.  You will demonstrate excellent judgement, work well under deadlines, priorities and work collaboratively with other team members.   

Essential Duties and Responsibilities

  • Works with business unit leaders to identify and prioritize problems that can be solved through business analytics.
  • Understands and supports a complex data model, across multiple personal lines of business.
  • Understands how sales information and underwriting data needs are interrelated.
  • Train business users on data products/analytic environment.
  • Responsible for continuous improvements based on user feedback and/or new data.
  • Ensures the modeled solutions solve the business problem in a way that can be understood by business leaders and implemented in existing processes.
  • Present reporting and data visualizations to help support data exploration.
  • Other duties as assigned by supervisor.


  • Minimum 3 years of relevant experience with data tools, techniques, and manipulation preferred.
  • Bachelor’s degree in Computer Science or a related field, or its equivalent in work experience.

Education, Work Experience, & Knowledge

  • Uses various technologies to assist in data analysis, including Excel and Business Intelligence tools
  • Communicates clearly the business meaning behind the data to our development teams, and addresses clarifications in a timely manner.
  • Understands business use cases and readily extrapolates them into data requirements.
  • Understands business data changes over time and considers these changes in business use cases, development, and testing.
  • Evaluates static data sets and identifies when further business clarification is needed.
  • Demonstrated ability to learn quickly and efficiently new data analysis tools.

Technical Skills & Competencies

  • Attention to detail and comfortable working with both business and IT partners.
  • Ability to see the larger goal using quality information.
  • Ensures meaningful business data is available and included in business partner demos.
  • Assists in data cleansing, research, and maintenance in a variety of tools such as InsuranceNow.
  • Assists with data transfers between Salesforce, Outlook, and other technology tools.
  • Identifies information patterns and how different data sources could work together to inform sound business decisions.
  • Knowledgeable of agile processes and comfortable working in a fast-paced environment with competing priorities.
  • Collaborates with product management and other cross-functional teams to mange a platform to facilitate data sharing.
  • Ability to communicate thoughts, data, and ideas to different audiences, making communication adjustments as needed.
  • Ability to recognize, analyze and diagnose business and data issues of advanced complexity.
  • Manage agency data reporting and development, providing reports to sales and underwriting on a daily, weekly, and monthly basis.


Physical Demands and Work Environment:

Ideal candidate will be able to work 3 days at our home office in Irvington, Virginia and 2 days remotely at the discretion of manager.  The physical demands require the ability to sit, talk, see and hear and to be able to operate telephone and computer keypad. 

Reasonable accommodations may be made to enable those with physical disabilities to perform essential functions.