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Premium Finance Data Strategy Analyst - Military Veterans

at Truist Financial Corporation

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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.  

1.    Construct and manage reports and analyses.

2.    Help build new and streamline existing management reporting using Excel and Tableau; work with IT (if/when needed) to automate.

3.    Maintain a small portfolio of accounts in AIFS and/or Adept

4.    Complete analysis within prescribed timeframes

5. 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.
1.    Bachelor’s degree or equivalent education and related training
2.    Excellent written, editing and verbal communications skills
3.    Excellent problem resolution, decision making and strategic/analytical thinking skills
4.    Proven ability to manage multiple projects involving various stakeholders and agendas with accountability, close attention to detail, and minimal supervision
5.    Strong Microsoft Office skills, especially Excel
6.    Ability to lead initiatives with cross-functional teams 
7.    Comfortable with ambiguity, working autonomously and making independent decisions in a fast paced, results driven environment
8.    Experience in roles requiring strong communication, negotiation, and interpersonal skills 

Preferred Qualifications:
1.    Experience with Premium Finance or insurance businesses
2.    Ability to sort and interpret data
3.    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. 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.

EEO is the Law   Pay Transparency Nondiscrimination Provision   E-Verify

Lake Forest, IL

Truist Financial Corporation

Keep serving with purpose.

You have the skills, discipline, and focus to make an impact on what matters most, and we’re looking for talents like yours.

When you join Truist, you join a family of teammates who actively support our military, veterans, and emergency responders—not only at work, but in our communities. We’d love for you to bring your expertise to our team, and in return, we’ll provide industry-leading benefits, an inclusive culture, and the support you need to build a fulfilling, successful career.
 As a valued teammate, you also can join Serve@Truist, our business resource group dedicated to supporting our past and present military members and their families, partnering with nonprofits, and advocating for all who serve.
 We thank you for your service and invite you to join us as we inspire and build better lives and communities.
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