{"id":1035120,"url":"https://alion.io/job/amwins-data-reporting-analyst","title":"Data Reporting Analyst","company":{"id":669508,"name":"Amwins","domain":"amwins.com","url":"https://alion.io/company/amwins","size_band":"5000+","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Greenhouse","truth_index":{"grade":"B","score":80,"open_postings":15,"ghost_share":0,"stale_share":0.8,"repost_share":0,"time_to_fill_p50_days":47,"computed_at":"2026-11-04T06:34:25Z"}},"role":"Analytics","role_family":"Analytics","seniority":null,"employment_type":null,"work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Charlotte, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":62000,"max_usd":139000,"period":"year","method":"role_country_seniority_unknown","sample_n":5687},"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Claude","optional":false},{"name":"Microsoft Excel","optional":false},{"name":"Power BI","optional":false},{"name":"SQL","optional":false}],"status":"live","first_seen_at":"2026-09-08T15:57:57Z","employer_posted_date":"2026-10-21","last_verified_at":"2026-11-04T13:59:20Z","board_verified":true,"closed_at":null,"days_open":56,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":56},"description":"About the Role\nOur retail clients and the brokers who serve them do the heavy lifting. This role makes sure they walk into every meeting with the best numbers in the room.\nAs a Reporting Analyst on the Group Support Team, you'll turn our retail performance data into the reporting packages and executive presentations our National Relationship Managers carry into client meetings. You'll spend your days in Excel and PowerPoint. Performance reporting and AI tools like Claude are part of the job, not a bonus - we expect you to use them well.\nThis is a building role. You'll produce the materials; others will present them. Reporting runs on a set cycle, ad hoc requests land on top of it, and accuracy matters because your work goes in front of senior leaders and our largest retail partners. If you like being handed a messy dataset and a real question, you'll get plenty of both.\nYou'll also see how national and regional client strategy actually gets made - and you'll be the person the team counts on to make it clear.\nData Analysis, Reporting & Executive Presentations\nAnalyze performance data to identify growth trends, opportunities, and risks.\nUse Excel to organize, analyze, validate, and summarize relationship and performance data across retail clients, regions, and lines of business.\nBuild, update, and deliver internal reports, retail client quarterly reports, dashboards, and executive-ready PowerPoint presentations.\nTranslate data-driven insights into actionable guidance for brokers, field teams, and internal stakeholders.\nProof and quality-check your own work before delivery - numbers, labels, formatting, and consistency across a deck.\nTurn recurring reports and decks into reusable templates so each cycle gets faster.\nMaintain and update the Retail Client database in partnership with the internal systems support team to support accurate relationship tracking and reporting.\nClient Relationship & Broker Support\nPartner with National Relationship Managers to execute engagement strategies that strengthen broker and retail client connectivity.\nSupport brokers with data, resources, and communication tools that reinforce retail wholesale strategy and improve client engagement.\nSupport regional communication efforts by maintaining key points of contact and aligning client needs with Amwins expertise.\nProject Management & Cross-Functional Collaboration\nLead project management across Relationship Management, Finance, and field teams to communicate timely updates tied to defined retail performance metrics.\nManage internal communications related to Retail Client M&A activity, new leads, and emerging opportunities to ensure visibility across key stakeholders.\nPartner with field teams on retail client events and opportunities, bringing the right Amwins resources forward to support stronger outcomes.\nWhat You Bring\nQualifications\nBachelor’s degree or higher; coursework in Analytics, Business, Finance, Communications, or a related field preferred.\nAdvanced Excel skills - pivot tables, lookup and reference functions, and comfort working with large or imperfect datasets. Experience with Power BI, SQL, CRM systems, or reporting tools is a plus.\nStrong PowerPoint skills, including building a clean, well-structured deck from scratch rather than only editing an existing one.\nAI literacy as a tool to help teams make informed decisions and optimize client engagement.\nExperience building reports, analyzing data, and preparing presentations.\nStrong written and verbal communication skills.\nAbility to break down complex tasks into clear steps and engage stakeholders.\nExperience supporting projects from planning through completion.\nInsurance, sales support, relationship management, or account management experience preferred but not required.\nCore Competencies\nAnalytical thinker with strong attention to detail, who produces highly accurate work and verifies their own numbers before anyone else sees them.\nAnalytically curious - notices when a number doesn’t make sense and wants to find out why rather than passing it along.\nClient-focused and service-oriented, with a belief that success comes from helping others succeed.\nCollaborative, team-oriented, and comfortable working with stakeholders across functions and geographies.\nHighly organized, with the ability to manage multiple priorities and own work from start to finish.\nContinuous improvement mindset and a desire to make processes better.\nWhy Amwins\nAt Amwins, we believe success is built through building trust, effectively utilizing collaboration, and empowering the individual. We’re committed to investing in our people through professional development, mentorship, and opportunities to make an impact. At Amwins, we give our employees and clients a competitive edge through access, actionable data, exclusive products, and a steadfast commitment to continuous improvement.\nBeyond the work itself, Amwins invests in your total well-being. You'll have access to choices for medical, dental, and vision coverage, Health Savings Account options, and a 401(k) with a company match to help you build toward the future. We also offer paid parental leave, an Employee Assistance Program with 24/7 confidential support, and wellness resources designed to help you thrive both in and out of the office. Join a team that values curiosity, integrity, and innovation - and where your work directly contributes to the success of our team and clients.\nThe Amwins Advantage: Benefits & Perks\nMedical, Dental, Vision available your first day of employment\nChoice of medical plans through Blue Cross Blue Shield; Kaiser available for CA employees\nMental health support including:\nVirtual therapy\nDigital coaching\n24/7 EAP counseling\nCompany-paid Basic Life & AD&D Insurance, Short-Term Disability, and Employee Assistance Program\nHealth Savings Account with company contributions \nHealth Care FSA, Dependent Care FSA, and Commuter Benefits\nParental Leave and Adoption Assistance\nVoluntary coverage options:\nLife Insurance\nCritical Illness\nAccident\nIdentity Theft Protection\nRetiree medical benefits available for Medicare-eligible retirees\n401(k) with company match\nGenerous Paid Time Off and Company Holiday Schedule\nCollaborative, continuing education focused work environment\nCareer advancement opportunities","description_format":"text","description_chars":6297,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":["Life insurance","Parental leave","Professional development"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Property & Casualty Insurance","Health Insurance & Benefits","Insurance Brokers & Agencies"],"lifecycle":[{"event":"open","at":"2026-09-18T16:02:43Z"}],"visa":[],"liveness":{"score":23,"band":"cold","label":"Long shot","p_open":1,"p_active":0.417,"p_room":0.55,"age_days":56,"expected_fill_days":47,"reasons":["conf:1","stale_co","velocity","win:tail"],"computed_at":"2026-11-04T06:34:25Z"},"pay":null,"html_url":"https://alion.io/job/amwins-data-reporting-analyst","json_url":"https://alion.io/job/amwins-data-reporting-analyst.json","meta":{"generated_at":"2026-11-04T14:17:10Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":21653,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-05T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":669508},"rest":"https://alion.io/mcp/rest/get_company?id=669508"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Famwins-data-reporting-analyst"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Famwins-data-reporting-analyst"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Famwins-data-reporting-analyst"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/amwins-data-reporting-analyst\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Famwins-data-reporting-analyst"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":1035120}},{"tool":"search_jobs","arguments":{"company":"amwins.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":1035120},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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