Senior Business Data Analyst, Assumed Admin

Job Description

The Sr. Business Data Analyst will be responsible for the analysis, development, and support of all incoming client data files for processing in PartnerRe systems.

Data may come in various file formats but usually includes transaction, inforce, valuation and underwriting files, which have process streams that vary by function.

• Ensure monthly data loads continue to meet stated metrics. Responsibilities include data / plan mapping (including entry and verification of manual data loads) for all clients, investigation and resolution of client issues, and accounting loads / verification.
• Keep the Manager, Assumed Admin - NAL informed of ongoing work activities and any unusual circumstances to ensure quality and timely deliverable.
• Develop a robust understanding of reinsurance concepts, principles and treaty language.
• Identify opportunities for process improvement, initiate internal reports and create efficiencies to improve data quality.
• Assist other teams within North American Life Operations and Administration when necessary.
• Assist internal stakeholders with requests for data, data inquiries, analyze any data discrepancies with supporting documentation.
• Analyze and design management reporting as defined by management.
• Write VBA code, macros, and SQL queries to extract, manipulate, and distribute data.
• Communicate with clients to facilitate transmission of monthly data files and address any questions / clarifications regarding data issues with clients.
• Verify that premiums, allowances and taxes for client policies being assumed are being calculated and billed correctly.
• Update accounting system with monthly client cashflow accounts vs accounts receivable. Find and correct any discrepancies.
• Create and maintain the ETL scripts used for acquiring, transforming, and loading into PartnerRe systems / tools.
• Adhere to all IT controls and security established by IT management.
• Create and maintain a rigorous and effective control environment. This includes complying with all existing controls and identifying and remediating gaps in our current controls.
• Follow IT change management process by thoroughly testing all ETL scripts and CRM applications prior to changes being implemented.
• Liaise with Underwriting for data checking, management reporting, and discussion on results from Audits and for Retro business (including facultative applications).
• Assist with enhancement projects including creation of project, testing and preparation for deployment. Defect / bug discovery and acceptance testing for the administration system.

Document testing and outcomes and liaise with other departments to ensure tasks and bugs are completed to specifications.

• Participate in client visits or client audits (desk or on-site) as required.
• Experienced in creating detailed process documentation and with technical writing.
• Comfortable making presentations, participating in meetings, and providing training to team members.
• Experienced in explaining data and presenting findings to management and stakeholders.

Qualifications

The successful candidate should be a conscientious individual with exceptional problem-solving skills and a high degree of professional ethics and intellectual curiosity.

In addition, the candidate should be a well-rounded individual who possesses the right combination of communication skills, an inquiring mind and creative mindset.

• 6-10 years of experience in a financial institution or equivalent with extensive data management expertise
• Demonstrated knowledge of insurance industry
• Advanced in use of SQL and MS Office applications
• Undergraduate / Graduate education in business or STEM disciplines
• Demonstrated knowledge of audit & quality assurance principles
• Strong interpersonal skills and relationship management
• Experienced in use of ETL and / or data wrangling tools
• Experience with Alteryx considered an asset
• Demonstrated experience with VBA
• French language skills considered an asset

Additional Information

LI-Hybrid

PartnerRe provides a working environment in which diversity is valued, where all employees feel welcome, respected, and empowered to perform at their best.

We invite you to learn more about D&I at PartnerRe.

Thank you,

PartnerRe Hiring Team