Job Information
Truist Premium Finance Data Strategy Analyst in Lake Forest, Illinois
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Regular or Temporary:
Regular
Language Fluency: English (Required)
Work Shift:
1st shift (United States of America)
Please review the following job description:
Support Premium Finance Strategy team by covering all aspects of Premium Finance including sales reporting, finance, marketing, and data analysis. Help support creation of data and analytics infrastructure. Complete various scheduled and ad-hoc analysis with an eye toward automation of such requests. Assist Data Strategy team in the creation of new data & analytics reports and tools.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
Construct and manage reports and analyses.
Help build new and streamline existing management reporting using Excel and Tableau; work with IT (if/when needed) to automate.
Maintain a small portfolio of accounts in AIFS and/or Adept
Complete analysis within prescribed timeframes
Assist in training Carrier Returns/Portfolio Management
QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Bachelor’s degree or equivalent education and related training
Excellent written, editing and verbal communications skills
Excellent problem resolution, decision making and strategic/analytical thinking skills
Proven ability to manage multiple projects involving various stakeholders and agendas with accountability, close attention to detail, and minimal supervision
Strong Microsoft Office skills, especially Excel
Ability to lead initiatives with cross-functional teams
Comfortable with ambiguity, working autonomously and making independent decisions in a fast paced, results driven environment
Experience in roles requiring strong communication, negotiation, and interpersonal skills
Preferred Qualifications:
Experience with Premium Finance or insurance businesses
Ability to sort and interpret data
Strong quantitative skills
The annual base salary for this position is $70,000 - $80,000.
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site (https://benefits.truist.com/)
. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
Truist supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Truist is a Drug Free Workplace.
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