Data Analyst

Role Overview

The Data Analyst plays a key role in ensuring that client data is correctly analyzed, validated,

and integrated throughout the implementation lifecycle.

Working closely with Data Solutions Architects, Technical Analysts, and engineering teams, you

will analyze carrier data structures, identify data quality issues, and validate that integrated

systems correctly exchange and process policy, customer, and distribution data.

This role requires someone comfortable working with large datasets, complex system

integrations, and enterprise implementation environments, particularly within insurance carrier

technology ecosystems.

Key Responsibilities

Data Analysis & Profiling

● Analyze data structures from policy administration systems, agent management

platforms, CRM systems, and other enterprise systems.

● Perform data profiling to understand data quality, completeness, and system

dependencies.

● Identify anomalies, inconsistencies, or gaps that could impact system integrations or

migrations.

● Identify reporting and analytics requirements early in the project lifecycle to ensure

implementation data structures support future operational and analytical needs.

Data Validation & Reconciliation

● Validate data exchanged between carrier systems and the CoreCONNECT platform.

● Support reconciliation of policy, customer, and distribution data across multiple systems.

● Investigate discrepancies and work with delivery teams to resolve data-related issues.

Implementation Data Support

● Support delivery teams during system implementation by analyzing data flows and

verifying integration outputs.

● Assist in validating data transformations, mapping logic, and system outputs during

implementation phases.

● Help identify and mitigate risks related to data integrity during implementation.

Data Migration Validation

● Support data migration efforts by validating data extracted from legacy systems.

● Analyze transformation outputs and verify that migrated data meets expected quality and

completeness standards.

● Assist with reconciliation activities to confirm successful migration outcomes.

Reporting & Operational Insights

● Develop reports and dashboards that provide visibility into implementation progress,

data quality, and system performance.

● Support delivery and client teams by producing data insights related to implementation

metrics.

Collaboration Across Implementation Teams

● Work closely with:

○ Data Solutions Architects

○ Technical Analysts

○ Integration Engineers

○ Client data teams

● Support discussions with stakeholders to clarify data definitions, ownership, and usage

across systems.

Documentation

● Document data analysis findings, transformation rules, and validation processes.

● Contribute to implementation documentation related to data structures, mappings, and

validation procedures.

Qualifications

Experience

● 3–6 years of experience in data analysis, implementation support, or enterprise data

environments.

● Experience working with enterprise system data or SaaS platform implementations.

● Experience in insurance technology or financial services systems preferred.

Technical Skills

● Strong SQL skills for querying and analyzing large datasets.

● Advanced proficiency with Excel or data analysis tools.

● Experience analyzing complex relational data models.

● Familiarity with API data structures (JSON/XML).

● Experience with data visualization or reporting tools is a plus.

Industry Knowledge

● Familiarity with insurance carrier data domains, including:

○ policy data

○ customer data

○ agent/distribution data

○ financial transactions

● Experience working with policy administration or insurance platform systems is highly

desirable.

Core Competencies

● Strong analytical and problem-solving skills.

● Attention to detail and commitment to data accuracy.

● Ability to communicate data insights clearly to both technical and non-technical

stakeholders.

● Ability to work effectively in fast-paced enterprise implementation environments.