Job Description
Job Description At American Income Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to Make Tomorrow Better.
Role Overview Could you be our next Reporting Specialist? American Income Life is looking for a Reporting Specialist to join the team!
In this role, you will be responsible for making direct contact with agents, leaders and key stakeholders by telephone, e-mail, fax and written correspondence. Duties also include handling sensitive legal matters and providing timely responses to various regulatory bodies such as the Department of Insurance, Department of Labor and various unemployment state agencies as well as working directly with company attorneys. This person is also responsible for extracting, compiling, and analyzing data, problem solving, reviewing, and evaluating various agency related reports, and providing quality customer service in a timely manner.
This is a remote / work from home position.
What You Will Do - Extract and/or compile statistical data from various established databases, sequel tables and resources to create and maintain weekly, monthly, quarterly, and annual reports, ad-hoc reports, and summary recaps for management. Create and maintain databases, forms, tables, spreadsheets, etc. to track assigned reports efficiently and accurately. Work with team members to generate and share ideas for best methods of generating reports and recaps that are the most efficient and accurate for reporting/tracking purposes.
- Offer ideas and feedback to help overall departmental workflow and productivity. Write and maintain detailed written procedures for all tasks performed.
- Cross-train with other team members to cover each other during vacations and absences. Establish and maintain familiarity with a large volume of statistical company data and assist in maintaining the integrity and security of the data. Handle sensitive, confidential records and effectively communicating information directly (verbally and through email) with agents, SGAs, directors, top level executives.
What You Can Bring - High School diploma or equivalent.
- Ability to easily use Excel and Access functions such as creating Queries, creating and maintaining databases, VLOOKUP's, Pivot Tables, IF statements, Macros, Conditional Formatting, etc.
- Must be able to create PDF format reports.
- Advanced skills reading and writing complex Excel formulas.
- Excellent mathematical and analytical skills (includes writing formulas to calculate growth, averages, etc.).
- Ability to type 40 wpm.
- Ability to operate standard office equipment as well as various software packages required by the department.
- Ability to be detail-oriented and understand cross-verification of data and can understand downstream impact of reporting decisions that are made.
- Ability to remain focused on repetitive or routine tasks in a fast-paced environment while multi-tasking and easily adapting to changing priorities and/or deadlines.
- Proficient communication skills.
- Ability to maintain a professional and courteous demeanor.
- Ability to understand and apply a variety of oral and written instructions, demonstrate initiative, and use problem solving skills to independently make decisions within the established reporting guidelines.
- Working knowledge of Tableau is desired.
- 1 year of experience in Agency Administration, Agent Licensing or Agency Accounting is preferred.
How American Income Life Will Support You Looking to continue your career in an environment that values your contribution and invests in your growth? We've curated a benefits package that helps to ensure that you don’t just work, but thrive at American Income Life:
- Competitive compensation designed to reflect your expertise and contribution.
- Comprehensive health, dental, and vision insurance plans because your well-being is fundamental to your performance.
- Robust life insurance benefits and retirement plans, including a pension plan.
- Paid holidays and time off to support a healthy work-life balance.
- Parental leave to help our employees welcome their new additions.
- Subsidized all-in-one subscriptions to support your fitness, mindfulness, nutrition, and sleep goals.
- Company-paid counseling for assistance with mental health, stress management, and work-life balance.
- Continued education reimbursement eligibility and company-paid FLMI and ICA courses to grow your career.
- Discounted Texas Rangers tickets for a proud visit to Globe Life Field.
Opportunity awaits! Invest in your professional legacy, realize your path, and see the direct impact you can make in a workplace that celebrates and harnesses your unique talents and perspectives to their fullest potential. At American Income Life, your voice matters.
Job Tags
Work at office, Remote work,