Develop and maintain Power BI dashboards, reports, DAX measures, KPIs, and dimensional data models for insurance stakeholders. Write complex SQL for data extraction, transformation, reconciliation, and analysis. Investigate data-quality issues, validate reporting accuracy, optimize performance, and translate insurance business requirements into actionable analytics solutions. Collaborate with engineering, business, and analytics teams across multiple data sources.
Power BI
- Strong hands-on experience with Power BI Desktop and Power BI Service.
- Strong knowledge of DAX, Power Query, data modeling, relationships, drill-through, bookmarks, filters, and visualization best practices.
- Experience building complex dashboards and executive or business reporting solutions.
- Understanding of Power BI performance optimization and data model design.
- Strong SQL skills, including joins, CTEs, subqueries, window functions, aggregations, and complex transformations.
- Experience analyzing and reconciling data across multiple tables and data sources.
- Good understanding of relational databases, dimensional modeling, and data warehousing concepts.
- Ability to investigate data-quality issues and independently perform root-cause analysis.
- Good understanding of insurance data and business processes, preferably within Property & Casualty insurance.
- Familiarity with policy, coverage, exposure, premium, claims, losses, reserves, limits, deductibles, brokers or agents, and underwriting.
- Ability to understand insurance KPIs and translate business questions into analytical reports and dashboards.
- Experience working with policy, claims, underwriting, or premium-related datasets is preferred.
- Design, develop, and maintain interactive Power BI dashboards and reports for insurance business users.
- Develop efficient DAX measures, calculated columns, KPIs, and data models to support analytical and reporting requirements.
- Write and optimize complex SQL queries for data extraction, transformation, reconciliation, and analysis.
- Analyze large datasets to identify business trends, data issues, and actionable insights.
- Work with business stakeholders to understand requirements and translate them into reporting and analytical solutions.
- Perform data validation, reconciliation, and root-cause analysis to ensure reporting accuracy and consistency.
- Develop and maintain dimensional data models supporting reporting and analytics use cases.
- Collaborate with data engineering, business, and analytics teams to integrate data from multiple source systems.
- Apply insurance domain knowledge to interpret business data and develop meaningful KPIs and reporting solutions.
- Support report performance optimization, production issues, enhancements, and ongoing reporting needs.
- 4-6 years of overall experience in business intelligence, reporting, or data analytics.
- Hands-on experience with Power BI and SQL in enterprise reporting environments.
- Prior experience with an insurance carrier, broker, MGA, or insurance analytics organization is highly desirable.
- Exposure to Azure, Snowflake, Databricks, or SQL Server would be an advantage.
- Strong analytical thinking, problem-solving, and communication skills.
- Ability to interact with business stakeholders and independently convert requirements into technical solutions.
EXL Richmond, California, USA Office
Richmond, United States
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