The Role
Leads bureau reporting, financial data compliance, dashboards, and analytics service delivery. Builds and commercializes a billable reporting service line, ensures accurate and timely client deliverables, oversees regulatory submissions, partners with Technology on data feeds, and manages managers and senior contributors. Serves as a senior client escalation point while driving recruiting, coaching, talent planning, and cross-functional accountability.
Summary Generated by Built In
Are you a strategic leader who thrives on turning data into a revenue-generating service? Do you enjoy building and scaling a new business line while developing high-performing teams? Are you energized by translating complex reporting and compliance requirements into client value?
HOOK TEST TEXT
Come Join ReSource Pro!
Come Join ReSource Pro!
Your Role...
ReSource Pro is seeking a Sr. Manager, Reporting Services to lead bureau reporting and financial data compliance functions and to own the strategy, build-out, and commercial performance of a reporting and analytics service line. In this role, you will ensure accurate, timely, and high-quality reporting and dashboard delivery, partner with Sales and Account Management to package and price these services for clients, and lead a team responsible for bureau reporting, financial data reporting, and dashboard delivery.
We hire the best because our service is only as good as the people delivering it. We’re committed to hiring individuals who engage in our amazing culture and embrace our Core Values: Commitment to Community, Teamwork, Passion for Excellence, Service-Centric, and Best Self.
In this role, you will...
- Reporting & Dashboard Service Delivery: Manage and deliver MIS's bureau reporting, financial data reporting, and dashboard services, ensuring consistent quality, data accuracy, and on-time delivery for clients on a billable basis, while identifying opportunities to monetize data assets and reporting capabilities.
- Management Dashboards & Book of Business Analytics: Lead the build-out of management dashboards reporting on book-of-business performance as a new, billable, recurring service, partnering with the Technology team to ensure data feeds support accurate, timely delivery.
- Bureau & Financial Data Reporting Oversight: Oversee the team's submission of underwriting transaction reports and financial data calls to NCCI, insurance bureaus, and state regulators, serving as the escalation point for high-complexity issues and disputes.
- Team Leadership & Development: Develop and lead managers and senior individual contributors, recruiting, coaching, and performance managing direct reports while conducting talent planning to scale a growing service line.
- Client & Stakeholder Engagement: Serve as the senior escalation point for clients on reporting, dashboard, and compliance matters, and represent the reporting and analytics offering in client and prospect conversations.
- Education: Bachelor's degree in Business, Data Analytics, Finance, Technology, or a related field required; Master's degree preferred.
- Experience: 10+ years of experience in data reporting, analytics, or insurance operations, including bureau/regulatory reporting, plus 5+ years leading people managers or team leads; insurance industry experience required.
- Commercial & Strategic Mindset: Strategic and commercially minded, able to translate data and reporting capabilities into a revenue-generating client offering.
- Technical Proficiency: Strong working knowledge of dashboard and BI tools (e.g., Power BI, Tableau) and data reporting/compliance requirements (NCCI, state bureaus); working knowledge of SQL and database/data integration concepts preferred.
- Leadership: Proven ability to lead managers and team leads, set direction, and drive accountability across multiple functions.
- Communication & Client Presence: Excellent executive-level communication and client-facing skills, able to present the value of new services to clients and prospects.
- Analytical & Adaptable Mindset: Strong analytical and problem-solving skills, comfortable navigating ambiguity while building a new business function.
Our salary ranges are based on paying competitively for our size and industry, and are one part of the total compensation package that also includes annual bonus eligibility, benefits, and other opportunities at ReSource Pro. Individual pay decisions are based on a number of factors, including qualifications for the role, experience level, skillset, geography, and balancing internal equity relative to other ReSource Pro employees. This position is based in Maitland, FL and the salary range for this role is $78,776-$136,397. The salary may vary based on experience and on the specific geographic location in which the candidate resides.
Your Benefits & Perks…
- 100% paid employee health insurance available on Day 1
- Eligible for all medical, dental, and vision benefits on Day 1
- Remote positions are Internet stipend-eligible
- 401k with employer match, vested on Day 1
- HSA/FSA available
- Long Term and short-term disability employer-provided
- Generous PTO plan with paid holidays + floating holidays
- Development and growth opportunities
- Comprehensive wellness program and prioritization of employee health
To be considered for this position, please submit your application. If you meet the qualifications for the role, a member of our Talent Acquisition team will be in touch to schedule an interview via Zoom.
The standard interview process includes:
- Behavioral interview with Talent Acquisition
- Online talent assessment
- Hiring Manager interview
- Stakeholder interview
- Final interview
Disclosure: Candidates are evaluated at each step of the process. As a result, not every candidate will complete all steps in the process.
Skills Required
- Bachelor's degree in Business, Data Analytics, Finance, Technology, or a related field
- 10+ years of experience in data reporting, analytics, or insurance operations
- Experience with bureau or regulatory reporting
- 5+ years leading people managers or team leads
- Insurance industry experience
- Strategic and commercially minded approach to translating data capabilities into client offerings
- Strong working knowledge of dashboard and business intelligence tools such as Power BI or Tableau
- Knowledge of data reporting and compliance requirements, including NCCI and state bureaus
- Working knowledge of SQL and database or data integration concepts
- Proven ability to lead managers and team leads across multiple functions
- Excellent executive-level communication and client-facing skills
- Strong analytical and problem-solving skills
- Bachelor's degree plus Master's degree preferred
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The Company
What We Do
ReSource Pro brings to the insurance industry tools, technology and strategic services that enable profitable growth through operations excellence. Headquartered in New York, ReSource Pro’s global service centers address client operational needs around the clock. Recognized as an industry thought leader and listed as one of Inc. 500/5000 Fastest Growing Private Companies annually since 2009, the company is renowned for its focus on innovation, service excellence and trusted partnerships, and its unique productivity platform for insurance operations. Over 5,000 ReSource Pro employees provide dedicated support to nearly 300 insurance organizations, consistently achieving a +95% client retention rate for over a decade.
