Description
The Reporting Analyst on the Group Support Team analyzes retail performance data, builds Excel reports, dashboards, and executive PowerPoint presentations, and translates insights into guidance for brokers, field teams, and internal stakeholders. The role also supports client relationships, maintains the Retail Client database, manages cross-functional projects, and coordinates communications around M&A activity and emerging opportunities. Candidates should have a bachelor’s degree or higher, advanced Excel skills, strong PowerPoint ability, AI literacy, and experience with reporting, data analysis, and presentations; insurance, sales support, relationship management, or account management experience is preferred but not required.
