Job Title: Data & Insights Analyst
Location: Birmingham (100% on-site)
Department: Operations
Reports To: Head of Operations Role
Overview
We are seeking a highly analytical and detail-oriented MI, Reporting & Data Insights Analyst to join our team. The successful candidate will play a key role in turning data into actionable insights, supporting decision-making across operations, sales, and customer experience.
You will work closely with our CRM systems, providing timely reporting and analysis to improve business performance. Additionally, the role will support acquisition integration, ensuring smooth data and reporting transitions during onboarding.
Key Responsibilities
* Develop, maintain, and deliver MI reports, dashboards, and ad-hoc analysis for multiple stakeholders.
* Analyse operational and sales data to identify trends, risks, and opportunities.
* Extract, cleanse, and manipulate data from CRM and other business systems.
* Support strategic decision-making with actionable insights and clear recommendations.
* Work closely with operations, sales, compliance, and IT teams to ensure data accuracy and integrity.
* Support acquisition integration, including data mapping, reporting alignment, and ensuring consistency across newly acquired business units.
* Develop and maintain documentation for MI processes and reporting standards.
* Assist in implementing data improvements and automation initiatives where possible.
Required Skills & Experience
* Proven experience as an MI Analyst, Data Analyst, or similar role in the insurance or broking sector.
* Strong experience working with CRMs and extracting/managing data from multiple sources.
* Advanced Excel skills or data analyst quantification is essential.
* Strong analytical and problem-solving abilities, with excellent attention to detail.
* Ability to communicate complex data insights clearly to non-technical stakeholders.
* Familiarity with BI & AI tools is advantageous.
* Knowledge of insurance processes, products, or brokerage operations is desirable.
* Experience in acquisition integration or business onboarding projects is desirable.
Personal Attributes
* Highly organised with the ability to manage multiple tasks and deadlines.
* Proactive, curious, and eager to identify improvements.
* Team player with strong interpersonal and communication skills.
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