Data Analyst, Agent Business Review

1 month ago

Toronto, Canada Transamerica Full time

Job Family

Research & Analytics - General
- Who We Are

Transamerica has been helping people feel better about the future for more than 100 years. We provide investment, retirement, and life insurance solutions to more than 11 million customers throughout the U.S. But the way we see it, our responsibility goes beyond our clients’ accounts. We’re in the business of helping people live well and empowering them to create a better tomorrow through the financial and health-related habits they form today. We help people prepare by providing solutions that consider the whole picture.
- What We Do
- Transamerica is organized by lines of business (Life Insurance, Annuities, Mutual Funds, Retirement Plans, Employee Benefits, and Financial Assets), which are supported by Transamerica Corporate (Corporate Development; Finance; Internal Audit; Legislative, Regulatory & Policy; Office of the CEO; People, Places & Brand; Risk; and Technology).

Job Description Summary

Create analytics and reporting for the Agent Review team to identify and assess patterns, track findings, and detect and mitigate risk to the World Financial Group Insurance Agency (WFGIA).

**Job Description**:
**Responsibilities**:

- Participate in the development of reporting metrics and dashboards in collaboration with the Agent Review and Compliance teams.
- Use analytics technologies including MSBI, Excel, SQL, SSIS, Power BI, to develop and maintain data, data extracts, and reporting.
- Initiate, review, track and provide reporting for client and agent file reviews performed by the Agent Review team.
- Build automations using Excel, SQL, and Power BI.
- Assist in the development of reporting that identifies statistics, trends, and training opportunities for the sales field.
- Document processes related to data warehousing, extracting, automations, analysis, and reporting.
- Extract, transform, and load data using data management tools and T-SQL.
- Administer and maintain the BI Portal, data warehouse, and existing BI solutions.
- Assist management in conducting and facilitating internal testing and user acceptance testing.

**Qualifications**:

- Post-secondary education in finance, computer science, information technology, or equivalent experience
- Two years of experience in the insurance and/or securities industry
- Good understanding and experience with MSBI, Excel, SQL, SSI, Power BI, and MS Office
- Analytical, decision-making, and problem-solving skills
- Excellent attention to detail and accuracy
- Excellent communication and relationship building skills
- Organizational and prioritization skills

Preferred Qualifications
- Knowledge of WFGIA policies and procedures
- Life license

Working Conditions
- Office or hybrid office/remote environment

What We Offer

For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.

Compensation Benefits- Competitive Pay-
- Bonus for Eligible EmployeesBenefits Package- Pension Plan-
- 401k Match-
- Employee Stock Purchase Plan-
- Tuition Reimbursement-
- Disability Insurance-
- Medical Insurance-
- Dental Insurance-
- Vision Insurance-
- Employee Discounts-
- Career Training & Development OpportunitiesHealth and Work/Life Balance Benefits- Paid Time Off starting at 160 hours annually for employees in their first year of service.-
- Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).-
- Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars-
- Parental Leave - fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.-
- Adoption Assistance-
- Employee Assistance Program-
- College Coach Program-
- Back-Up Care Program-
- PTO for Volunteer Hours-
- Employee Matching Gifts Program-
- Employee Resource Groups-
- Inclusion and Diversity Programs-
- Employee Recognition Program-
- Referral Bonus Programs-
- Peer Recognition Program (BRAVO)Inclusion & Diversity

Transamerica has made a strong commitment to inclusion and diversity, and we are proud to be an organization where all perspectives are valued. Transamerica has earned recognition for its strong efforts year-over-year, including from the Human Rights Campaign’s Foundation Corporate Equality Index, the Diversity Best Practices Inclusion Index, and Seramount’s “100 Best Companies” list.

In addition, as part of Transamerica’s commitment to maintaining an inclusive workplace, the company sponsors employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees and provide a supportive environment for raising diversity awareness and promoting inclusive behavior.

Giving Back

Transamerica believes our responsibilities extend beyond

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