- Strong hands-on experience with Power BI Desktop and Power BI Service.
- Strong knowledge of DAX, Power Query, data modeling, relationships, drill-through, bookmarks, filters, and visualization best practices.
- Experience building complex dashboards and executive or business reporting solutions.
- Understanding of Power BI performance optimization and data model design.
- Strong SQL skills, including joins, CTEs, subqueries, window functions, aggregations, and complex transformations.
- Experience analyzing and reconciling data across multiple tables and data sources.
- Good understanding of relational databases, dimensional modeling, and data warehousing concepts.
- Ability to investigate data-quality issues and independently perform root-cause analysis.
- Good understanding of insurance data and business processes, preferably within Property & Casualty insurance.
- Familiarity with policy, coverage, exposure, premium, claims, losses, reserves, limits, deductibles, brokers or agents, and underwriting.
- Ability to understand insurance KPIs and translate business questions into analytical reports and dashboards.
- Experience working with policy, claims, underwriting, or premium-related datasets is preferred.
- Design, develop, and maintain interactive Power BI dashboards and reports for insurance business users.
- Develop efficient DAX measures, calculated columns, KPIs, and data models to support analytical and reporting requirements.
- Write and optimize complex SQL queries for data extraction, transformation, reconciliation, and analysis.
- Analyze large datasets to identify business trends, data issues, and actionable insights.
- Work with business stakeholders to understand requirements and translate them into reporting and analytical solutions.
- Perform data validation, reconciliation, and root-cause analysis to ensure reporting accuracy and consistency.
- Develop and maintain dimensional data models supporting reporting and analytics use cases.
- Collaborate with data engineering, business, and analytics teams to integrate data from multiple source systems.
- Apply insurance domain knowledge to interpret business data and develop meaningful KPIs and reporting solutions.
- Support report performance optimization, production issues, enhancements, and ongoing reporting needs.
- 4-6 years of overall experience in business intelligence, reporting, or data analytics.
- Hands-on experience with Power BI and SQL in enterprise reporting environments.
- Prior experience with an insurance carrier, broker, MGA, or insurance analytics organization is highly desirable.
- Exposure to Azure, Snowflake, Databricks, or SQL Server would be an advantage.
- Strong analytical thinking, problem-solving, and communication skills.
- Ability to interact with business stakeholders and independently convert requirements into technical solutions.
Skills Required
- 4-6 years of experience in business intelligence, reporting, or data analytics
- Hands-on experience with Power BI Desktop and Power BI Service
- Strong knowledge of DAX, Power Query, data modeling, relationships, drill-through, bookmarks, filters, and visualization best practices
- Experience building complex dashboards and executive or business reporting solutions
- Understanding of Power BI performance optimization and data model design
- Strong SQL skills, including joins, CTEs, subqueries, window functions, aggregations, and complex transformations
- Experience analyzing and reconciling data across multiple tables and data sources
- Understanding of relational databases, dimensional modeling, and data warehousing concepts
- Ability to investigate data-quality issues and independently perform root-cause analysis
- Understanding of insurance data and business processes, preferably Property and Casualty insurance
- Familiarity with policy, coverage, exposure, premium, claims, losses, reserves, limits, deductibles, brokers or agents, and underwriting
- Ability to understand insurance KPIs and translate business questions into analytical reports and dashboards
- Experience with policy, claims, underwriting, or premium-related datasets
- Prior experience with an insurance carrier, broker, MGA, or insurance analytics organization
- Exposure to Azure, Snowflake, Databricks, or SQL Server
- Strong analytical thinking, problem-solving, and communication skills
- Ability to interact with business stakeholders and independently convert requirements into technical solutions
EXL Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about EXL and has not been reviewed or approved by EXL.
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Healthcare Strength — Medical plan options include HSA, HRA, and PPO choices, with additional health-related programs such as disability coverage and an employee assistance program. Feedback suggests these options provide meaningful flexibility and coverage breadth for many roles.
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Leave & Time Off Breadth — Up to 20 days of paid time off, plus federal holidays and paid sick and safe time, are highlighted. Feedback suggests this leave structure is a notable benefit alongside core compensation.
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Retirement Support — A traditional and Roth 401(k) with up to a 3% company match and full vesting after one year is described. Feedback suggests this match and vesting timeline help bolster long-term savings.
EXL Insights
What We Do
Choosing a digital partner is about more than capabilities — it’s about collaboration and character. Unrealistic overhauls and off-the-shelf products ignore what matters most — your unique needs, culture, goals, and your legacy data and technology environments. At EXL, our collaboration is built on ongoing listening and learning to adapt our methodologies. We’re your business evolution partner—tailoring solutions that make the most of data to make better business decisions and drive more intelligence into your increasingly digital operations. Whether your goals are scaling the use of AI and digital, redesign operating models, or driving better and faster decisions, we’re here to partner with you to help you gain—and maintain—competitive advantage with efficient, sustainable models at scale. Our expertise in transformation, data science, and change management helps make your business more efficient and effective, improve customer relationships and enhance revenue growth. Instead of focusing on multi-year, resource- and time-intensive platform designs or migrations, we look deeper at your entire value chain to integrate strategies with impact. We use our specialization in analytics, digital interventions, and operations management—alongside deep industry expertise — to deliver solutions that help you outperform the competition. At EXL, it’s all about outcomes—your outcomes—and delivering success on your terms. Share your goals with us and together, we’ll optimize how you leverage data to drive your business forward. For more information, visit www.exlservice.com.
