Data Reporting Specialist (80784)

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TRICOR is growing and looking to add a Data Reporting Specialist to our team. In this role, you’ll manage reporting requests, deliver recurring monthly reports, and help maintain the accuracy and integrity of our data. Your work directly supports leadership decision‑making across Sales, Operations, Finance, and more.

If you enjoy working with data, have strong attention to detail, and take pride in producing accurate, reliable reporting, this role is for you.

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
  • Workflow improvements
  • Training or documentation
• ​​​​​​​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.
• Ability 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.
•  Dress‑for‑your‑day Monday–Friday.

TRICOR is an Equal Opportunity Employer committed to a culture of respect and belonging. We welcome talent from all backgrounds and do not discriminate based on race, color, religion, sex, national origin, age, disability, or veteran status.

To learn more and apply, visit: www.tricorinsurance.com/tricor-careers. Come join us, to experience what the best work of your career could be like!