Data Reporting Specialist (80784)

What You’ll Do

• Manage and fulfill reporting requests through a centralized reporting queue.
• Prepare and distribute monthly recurring reports—including time-sensitive reports on the 1st, 15th, and 25th.
• Use Excel (pivot tables, formulas, filtering, etc.) to validate and manipulate data.
• Analyze reporting outputs to identify trends, inconsistencies, and opportunities for data cleansing.
• Collaborate with Sales, Operations, Finance, Auditing, and Leadership.
• Maintain organized, audit-ready storage of historical reports.
• Support data quality by identifying and escalating issues within the AMS and integrated systems.
• Follow and contribute to SOPs to ensure documentation stays accurate and current.

Requirements

• Advanced Excel skills (VLOOKUP, INDEX/MATCH, pivot tables, nested formulas).
• Experience analyzing and interpreting data.
• Strong attention to detail and ability to manage multiple priorities.
• Able to meet strict reporting deadlines.
• General business understanding; insurance knowledge is helpful but not required.
• Power BI or Python experience is a plus.
• Familiarity with Applied Systems EPIC is preferred but not required.
• Occasional day travel to TRICOR locations may be required.

Compensation & Benefits

• Full-time career in a stable, family-owned business.
• Health, Dental, & Vision Insurance with HRA/HSA options.
• Flex Spending & Dependent Care accounts.
• Voluntary Life & Critical Illness coverage.
• 401(k) with access to a Certified Financial Planner.
• Technical training and one-on-one mentoring.
• Personal Development Plans for all positions.
• Supportive, family-oriented culture.