You will be responsible for collecting, analysing, and interpreting business data to support strategic decision-making across a Queensland-based Australian insurance brokerage, ensuring data is accurate, reliable, and transformed into meaningful business insights. This is a delivery-focused role, and responsibilities may extend beyond those listed below to improve operational performance, reporting capabilities, and business outcomes.
You will work closely with business leaders, insurance brokers, finance, operations, and client service teams to develop reports, dashboards, monitor key performance indicators, analyse business trends, and support data-driven decision-making. The role requires strong analytical skills, exceptional attention to detail, and proficiency in business intelligence and data visualisation tools.
Other responsibilities include but are not limited to:
- Collect, cleanse, validate, reconcile, and analyse data from multiple business systems, databases, and reporting platforms to ensure data is accurate, consistent, and fit for purpose.
- Develop, maintain, and enhance dashboards, management reports, and data visualisations to provide clear and actionable insights across the business.
- Monitor and report on key performance indicators (KPIs) across Sales, Client Service, Operations, Finance, and Compliance, identifying trends, variances, risks, and opportunities.
- Analyse insurance and business data, including policies, premiums, claims, commissions, client activity, sales performance, and operational results, to support business decision-making.
- Produce recurring management reports, ad hoc analysis, and business insights to support operational reviews, performance management, and strategic planning.
- Support forecasting, budgeting, business planning, and performance analysis through data modelling, trend analysis, and interpretation of historical and current data.
- Investigate data discrepancies and reporting issues, identify root causes, and work with relevant teams to resolve data quality and integrity issues.
- Work closely with Sales and Operations teams and other business stakeholders to understand reporting requirements, identify business needs, and translate data into practical recommendations and insights.
- Identify opportunities to automate and improve reporting processes, reduce manual tasks, enhance reporting accuracy, and improve overall operational efficiency.
- Prepare reports and presentations for senior management and business stakeholders, maintain reporting methodologies and data definitions, and support compliance, audit, governance, and regulatory reporting requirements where applicable.
Requirements:
- 2–3 years of experience as a Data Analyst, Business Analyst, or similar analytical role.
- Experience supporting Australian businesses or working within an Australian corporate environment, with experience in insurance, financial services, or professional services highly desirable.
- Strong understanding of data analysis, reporting, business intelligence, data visualisation, and data-driven decision-making.
- Advanced Microsoft Excel skills, including Pivot Tables, Power Query, complex formulas, and data modelling.
- Experience writing SQL queries for data extraction, analysis, and reporting is highly desirable.
- Experience working with CRM, ERP, business reporting, or data management systems; exposure to insurance brokerage systems such as WinBEAT, Insight, SCTP Broker, or similar is highly desirable.
- Strong analytical, problem-solving, and attention-to-detail skills, with a strong focus on data accuracy and quality.
- Excellent written and verbal English communication skills, with the ability to present data, insights, and recommendations clearly to both technical and non-technical stakeholders.
Join our team and enjoy these benefits & perks:
- Medical, dental, and life insurance from day one
- Paid vacation
- Sick leave (with quarterly conversion)
- Competitive salary and annual appraisals
- Financial assistance program
- Mandatory government benefits and 13th-month pay
- Company events - promoting work-life balance and career growth
Only shortlisted candidates will be contacted
