Reporting Analyst
Job Description
Responsibilities
1. Client Value Measurement
What:
Design and implement measurement frameworks for each client to track mea’s impact
Define KPIs by process: submission intake, underwriting, claims, bordereaux processing
Establish baseline metrics (pre-mea state) and track ongoing performance
Calculate ROI metrics: time savings, cost reduction, capacity improvement, revenue impact
Create client-specific dashboards showing real-time value delivery
Deliverables:
Client Value Scorecards (monthly per client) ROI Calculation Models (custom per client) Executive-ready dashboards (Tableau, PowerBI, or similar)
Quarterly Business Review (QBR) data packages
Annual value realization reports
Success Metrics:
100% of clients have active value measurement frameworks
QBRs include quantified ROI data (not just usage stats)
Client stakeholders can articulate Mea’s value in financial terms
Renewal conversations lead with “here’s what we delivered” data
2. Data Analysis & Insights (30%)
What:
Analyze platform usage data to identify patterns, trends, and anomalies
Investigate drops in usage or adoption issues
Identify opportunities for clients to expand usage to new workflows
Benchmark performance across clients (anonymized)
Conduct root cause analysis when expected value isn’t being realized
Translate technical metrics into business impact
Work with QA team to drive accuracy reporting for clients
Deliverables:
Monthly Usage & Adoption Reports (internal)
Client Health Scorecards (red/yellow/green flags)
Expansion Opportunity Analysis (which clients should get which new features)
Benchmark Reports (how Client A compares to similar implementations)
Ad-hoc analysis requests from Customer Success and Product teams
3. Reporting & Communication
What:
Create executive-ready presentations for client QBRs
Develop case studies with quantified results
Produce internal reports for leadership (customer health, product usage, trends)
Build reusable templates for consistent reporting
Communicate findings to both technical and non-technical audiences
Support sales team with proof points and ROI models
Deliverables:
Quarterly Business Review decks (per client)
Case studies for marketing and sales use
Monthly leadership dashboard (portfolio health)
Client success stories with specific metrics
Sales enablement materials (ROI calculators, comparison charts)
4. Process Improvements & Automation
What:
Automate repetitive reporting tasks
Build self-service dashboards for internal teams
Improve data collection processes with clients
Standardize metrics definitions across clients
Optimize reporting infrastructure and tools
Document best practices for value measurement
Deliverables:
Automated monthly reporting workflows
Self-service analytics portal for CSMs and Account Managers
Standardized metrics dictionary
Data collection process documentation
Reporting SLA and quality standards
Required Qualifications
Insurance Industry Knowledge (Critical)
Must Have:
3-5 years working in a similar role in insurance operations, analytics, or reporting
Deep understanding of insurance workflows: underwriting, claims, finance/accounting
Familiarity with insurance systems (Guidewire, Duck Creek, applied systems, etc.)
Knowledge of insurance KPIs and operational metrics
Understanding of insurance business model and value drivers
Nice to Have:
Experience at multiple carriers (see different operating models)
Exposure to insurance consulting or systems implementations
Background in process improvement or operational excellence
Familiarity with reinsurance operations
Are you interested in this position?
Apply by clicking on the “Apply Now” button below!
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