Data Reporting Specialist

Job Overview

TRICOR's Data Reporting Specialist will ensure our client data within the Agency Management System and other integrated software is complete and accurate; assist the Manager, Operations Software Administration with the administration of TRICOR agency software, data and reporting requests, and data integrity projects.  If you enjoy participating in and executing system configurations and daily data interfaces, software troubleshooting, recommend, participate and implement quality control initiatives and maintaining the data systems integrity for a company, this may be a role for you!

Who will love this job

A Teammate, you are surrounded by specialists and professionals in the industry who all strive meet clients needs and goals together to bring the most value to the client.

A Relationship builder, you build relationships based on integrity and you treat your clients, co-workers and co-partners fairly, honestly and professionally.

A Goal setter, you continuously look or ways to improve what you do and how you do it. You evaluate your value in both skills and performance and strive to learn more and grow, set personal challenging goals and search for new opportunities to succeed.

A Servant leader, you believe what is best for our clients is best for TRICOR. You are empowered to personally meet the data needs of our agency.

A Giver, you give back to the communities in which you live and work. You dedicate your time, talents and money to make a difference.

A Teacher, you help our internal staff understand data needs and create efficiencies in reporting them.

A Self-starter, you will be self-motivated to seek out tasks, projects, learn new technology, etc.

What you'll do

• Focus on data, troubleshooting and maintaining data and systems. You will have an incredible attention for detail.
• Establish & maintain close relationships with Executive Management Teams to maximize effectiveness of the AMS
• Timely and accurate project execution and reporting support. You will take ownership in getting projects completed accurately and efficiently
• Review & evaluate new and existing quality control initiatives
• Proficient in Excel with a willingness to learn new technology and become a trusted resource for our internal staff.
• Build and maintain relationships with carriers, vendors, producers, account managers, and other staff
• Promote TRICOR in community

Pay, Perks & Wins

• A full-time career in a successful family owned & operated business that is growing/secure.
• Opportunities for advancement after appropriate training.
• Locations in WI & IA.
• We offer Health, Dental, & Vision Insurance plans w/Health Reimbursement Account &/or Health Savings Account along with Flex Spending/Dependent Spending Account.
• Voluntary Life Insurance & Voluntary Critical Illness coverage.
• 401(k) Retirement Program with a Certified Financial Planner on staff to assist with your retirement needs.
• Competitive weekly wage & direct deposit.
• We offer technical job training and one-on-one coaching/mentoring support.
• There are Personal Development Plans for all positions.
• Supportive & motivating staff to help you succeed in a family atmosphere.
• Flexible schedule with emphasis on work-life balance.
• Business casual dress Monday -Fridays

We value diversity and believe forming teams in which everyone can be their authentic self is the key to our success. We encourage people from underrepresented backgrounds and different industries to apply. To learn more about TRICOR Insurance and to apply visit our Careers page at www.tricorinsurance.com/tricor-careers.  Come join us, and find out what the best work of your career could be like. 

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