Hybrid Experience Reporting & Operations Manager chez Core Specialty
Core Specialty · Houston, Texas, US', 'Cincinnati, Ohio, US, États-Unis d'Amérique · Hybrid
- Senior
- Bureau à Houston, Texas, US', 'Cincinnati, Ohio, US
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This role is responsible for leading the design, development, and delivery of experience reports across the Financial Services Division (FSD), with a focus on actionable insights and operational transparency. The Manager will oversee the onboarding and processing of all inbound BDX (Bordereaux) reports into the Core Data Environment (CDE), ensuring data integrity, compliance with reporting standards, and alignment with business objectives. The role includes direct management of two analysts and cross-functional collaboration with IT, Finance, and external partners.
Key Accountabilities/Deliverables:
- Design and maintain a suite of experience reports tailored to FSD business needs, including premium, claims, reinsurance, contingent commissions, and profitability analytics by master policy and manage permission rules to access them.
- Manage the intake, validation, and ingestion of all BDX files into CDE, ensuring alignment with Core Specialty’s data standards and technical requirements.
- Lead the onboarding process for new BDX partners, including layout validation, SharePoint/MFT setup, and coordination with IT and business analysts.
- Supervise and mentor two direct reports responsible for data processing, reconciliation, and report generation.
- Collaborate with stakeholders (e.g., System Support Analysts & Program Management Analyst) to refine BDX workflows, resolve data discrepancies, and ensure timely reporting.
- Maintain documentation of BDX layouts, validation rules, and ingestion procedures; ensure updates are communicated to internal and external partners.
- Provide and develop training sessions and documentation for internal and external partners to suite of reports for FSD.
- Support quarterly and ad hoc reporting needs, including executive summaries, KPI dashboards, and audit responses.
- Design and maintain a suite of experience reports tailored to FSD business needs, including premium, claims, reinsurance, contingent commissions, and profitability analytics by master policy and manage permission rules to access them.
- Manage the intake, validation, and ingestion of all BDX files into CDE, ensuring alignment with Core Specialty’s data standards and technical requirements.
- Lead the onboarding process for new BDX partners, including layout validation, SharePoint/MFT setup, and coordination with IT and business analysts.
- Supervise and mentor two direct reports responsible for data processing, reconciliation, and report generation.
- Collaborate with stakeholders (e.g., System Support Analysts & Program Management Analyst) to refine BDX workflows, resolve data discrepancies, and ensure timely reporting.
- Maintain documentation of BDX layouts, validation rules, and ingestion procedures; ensure updates are communicated to internal and external partners.
- Provide and develop training sessions and documentation for internal and external partners to suite of reports for FSD.
- Support quarterly and ad hoc reporting needs, including executive summaries, KPI dashboards, and audit responses.
Technical Knowledge and Understanding:
- Strong proficiency in Power BI, Excel, Azure, and SQL for data modeling and visualization.
- Familiarity with insurance data structures, especially in premium and claims reporting.
- Experience with SharePoint, MFT/SFTP, and data validation tools.
- Understanding of BDX file formats and ingestion processes (e.g., layout mapping, ASLOB codes, transaction types).
Experience:
- 10+ years in data analytics and reporting within the insurance or financial services industry.
- Proven experience managing direct reports and cross-functional projects.
- Demonstrated success in onboarding data partners and managing data pipelines.
- Strong communication and stakeholder management skills.
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa for this position.
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At Core Specialty, you will receive a competitive salary and opportunities for professional development and advancement. We offer medical, dental, vision, and life insurances; short and long-term disability; a Company-match of 100% of a 6% contribution 401(k) plan; an Employee Assistance Plan; Health Savings Account, Flexible Spending Account, Health Reimbursement Account, and a wellness program
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