Reporting Analyst

Imagine360 is seeking a Reporting Analyst, to join the team! In the role of Reporting Analyst, you are responsible for providing a broad range of analytical, relationship management and administrative support to the Client Experience Team. This position works closely with our Relationship Managers and Senior Managers to identify opportunities to provide analytic insights to standard monthly reports as well as ad hoc reporting requests. You will prepare mid-year and pre-renewal client performance reviews. You will monitor and identify portfolio trends within the Key Performance Indicators (KPIs) related to Client Retention, including risk rating, broker/TPA gating, market dynamics, industry and others. You will also develop, analyze and interpret data produced for Monthly, Mid-Year and Renewal reporting and translate it into meaningful insights and actionable recommendations for clients

Position Location: 100% remote

Responsibilities include but are not limited to:

• Collaborate with RM and Client Experience Leadership to create and implement innovative solutions for client retention and document the process. Once proof of concept is obtained, formulate the necessary requirements to convert the solution from a one-time process to a sustainable, portable solution for additional clients.
• Support completion of ad hoc reporting requests and analysis.
• Perform complex analysis, with discretion and as a priority, when needed to support Imagine360 growth goals and opportunities.
• Prepare client/broker-facing reports. Many reports will have defined parameters and templates. Some reports will be ad hoc.
• Client/broker facing responsibilities including emailing reports and other notifications.
• Provide timely and thorough follow-up with internal and external customers.
• Keep system databases current with accurate client and broker contact information.
• Identify ways to innovate, such as streamlining reporting or other processes, and enhance support provided to Relationship Managers.
• Appropriately escalate issues or concerns to Relationship Managers.
• Work as part of the Client Experience Team to increase client satisfaction.
• Coordinate ordering/printing of new group booklets or other product education materials for clients.
• Perform other duties as assigned (may be clerical)

Required Experience/Education:

• High school diploma or equivalent required
• Bachelor's degree in related field preferred
• Demonstrated leadership capabilities and experience required
• 2+ years' experience in related field preferred
• Working knowledge of health benefit plans preferred
• Experience working in Salesforce preferred

Skills and Abilities:

• Proficient in Microsoft Outlook, Word and PowerPoint
• Intermediate level Excel skills
• Demonstrate organizational skills, problem-solving, administrative, analytical skills and detail oriented
• Strong written, oral communication and presentation skills
• Must be comfortable communicating with clients, brokers and vendors
• Ability to juggle working on large projects with critical deadlines
• Must be willing to work with and learn new technologies
• Must work well within a team environment as well as independently
• Knowledge of SQL preferred but not required

What can Imagine360 offer you?

• Multiple Health plan options
• Company paid employee premiums for disability and life insurance
• Parental Leave Policy
• 20 days PTO to start / 10 Paid Holidays
• Tuition reimbursement
• 401k Company contribution
• Company paid Short & Long term Disability plus Life Insurance
• Professional development initiatives / continuous learning opportunities
• Opportunities to participate in and support the company's diversity and inclusion initiatives

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Imagine360 is a health plan solution company that combines 50+ years of self-funding healthcare expertise. Over the years, we've helped thousands of employers save billions on healthcare. Our breakthrough total health plan solution is fixing today's one-size-fits-none PPO insurance problems with powerful, customized, member-focused solutions.

Imagine360 is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

**RECRUITMENT AGENCIES PLEASE NOTE: Imagine360 will only accept applications from agencies/business partners that have been invited to work on a specific role. Candidate Resumes/CV's submitted without permission or directly to Hiring Managers will be considered unsolicited and no fee will be payable. Thank you for your cooperation**