Job Description
The Insurance Data Insights & BI Specialist will support strategic and operational decision-making across underwriting, claims, actuarial, finance, sales, and customer service. This role requires deep experience in data visualization, business intelligence, and a solid understanding of insurance industry operations. You will play a critical role in designing dashboards, analyzing data, and delivering insights that impact both day-to-day decisions and long-term strategy.
Key responsibilities include designing and maintaining dashboards and reports using Domo, Power BI, or Tableau, analyzing underwriting, claims, and policy data to identify trends and opportunities, and working with stakeholders to define KPIs. Also, creating self-service tools for team members across finance, operations, and customer service, supporting data quality, data governance, and integrity initiatives, and assisting with predictive analytics and forecasting models using AI/ML tools.
About Patriot Select
Patriot Select is a forward-thinking insurance provider committed to data-driven decision-making across all areas of our business.