Customer Relations Business Analyst developing and maintaining Power BI reports for producer compliance optimization. Collaborating with teams to analyze data trends and enhance producer experience.
Responsibilities
Design, develop, and maintain Power BI dashboards and reports
Analyze producer reporting data, customer service trends, and operational performance metrics
Collaborate with internal teams to understand program needs
Conduct detailed analyses on producer behavior, reporting trends, fee forecasts
Prepare and present executive-level analytical summaries
Requirements
Bachelor’s degree in Business Administration, Finance, Economics, Data Science, or related field.
4+ years in a business analyst, data analyst, customer experience analyst, or operations analyst role.
Proficient in Power BI.
Skilled in Python.
Proficient in Dynamics 365 and/or other CRM software
Strong analytical and problem-solving skills.
Advanced skills in data analysis and statistical software, is an asset.
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