We need an ambitious, curious leader to become a Business Intelligence Analyst on the Automation and AI Team to help drive the biggest change in the company’s history.

The Role

You will be joining a small, newly formed but highly visible Automation and AI Team to help lead some of the most strategic and high-impact transformation initiatives in the company’s history. This role is not simply about reporting on the business—it is about helping shape it. You will play a critical role in identifying operational challenges, proving opportunities through data, and delivering insights that directly influence how AAA Life evolves through automation and AI.

This is a high visibility Business Intelligence Analyst role – you will partner closely with business stakeholders, operational leaders, and the Automation and AI team to uncover inefficiencies, measure performance, and create transparency into how the organization operates. You will be expected to transform complex and often imperfect data into actionable insights that drive real business decisions.

You will access and leverage data from across various areas of the organization to develop automated, easy-to-understand reports and ad hoc analyses that effectively answer questions, identify patterns, and highlight operational metrics across the enterprise. Your work will help leadership better understand performance, identify opportunities, and make informed decisions that improve operational outcomes.

You will build and maintain Power BI dashboards, reporting frameworks, scorecards, and operational analytics that measure performance, identify trends, and validate the impact of automation and AI initiatives. You will support the development, implementation, testing, documentation, and ongoing validation of reporting and data processes tied to organizational KPIs and metrics.

Success in this role requires more than technical reporting skills. You must be naturally curious, analytical, and comfortable challenging assumptions when the data tells a different story. You will frequently work in ambiguous environments where the answers are not obvious and the data may not be clean. If you prefer highly structured work with predefined answers and minimal business interaction, this role will likely not be a fit.

At the same time, for the right person, this role offers a rare opportunity to directly influence how an organization modernizes. Your analysis and reporting will help drive enterprise decisions, prioritize investments, and shape the future of automation and AI at AAA Life.

The Next Phase

Our mission is to provide those services for as many people as we can. To achieve that we need to evolve. We need to boldly embrace innovation and technology. Your leadership will help us deliver on our mission together and achieve our transformation. At AAA Life, empathy and progress go hand in hand, creating a culture where bright ideas flourish and meaningful impact grows. If you are drawn to an environment that values purpose as much as potential, we invite you to join us. Because here, being there for people isn’t just a promise—it is our driving force.

Position Responsibilities

• Access and leverage data from across the organization to develop automated, easy-to-understand reporting and analytics solutions• Develop and maintain Power BI dashboards, scorecards, and operational reporting to provide visibility into business performance and transformation initiatives• Perform ad hoc analyses to answer business questions, identify trends, uncover inefficiencies, and highlight operational risks and opportunities• Assist in analyzing data to evaluate process effectiveness and performance across multiple operational dimensions• Support automation and AI initiatives by quantifying opportunities, measuring impact, and tracking adoption and outcomes• Build presentations, dashboards, and scorecards for leadership and internal executives based on analytical insights and operational metrics• Actively participate in data transformation initiatives, including the development of automated and standardized data flows from source systems to reporting solutions• Support the development, implementation, testing, documentation, and ongoing validation of reporting and data processes aligned to organizational KPIs and metrics• Help develop analytical approaches leveraging statistical methods, scenario planning, and model development to optimize business outcomes• Proactively identify opportunities to increase productivity, reduce costs, and improve internal processes through data-driven insights• Collaborate closely with business, analytics, and technical teams to improve data accessibility, reporting quality, and operational transparency• Provide analytical support for annual sales planning metrics as they relate to operational capacity, staffing, and resource planning

Core Competencies – How You Will Contribute

Analytical Thinking & Problem Solving• Ability to break down complex operational problems and uncover actionable insights through data

Business Intelligence & Data Visualization• Develop meaningful dashboards, scorecards, and reporting that drive operational awareness and decision-making

Curiosity & Continuous Improvement• Naturally questions assumptions and proactively identifies opportunities to improve productivity, reporting, and business performance

Technical & Business Translation• Effectively translates business questions into analytical solutions and communicates findings clearly to both technical and non-technical audiences

Data Management & Reporting Accuracy• Ensures data integrity, reporting consistency, and ongoing validation of operational metrics and KPIs

Execution & Accountability• Delivers accurate, high-quality reporting and follows through on commitments in fast-moving environments

Collaboration & Influence• Builds strong partnerships across business and technical teams and influences decisions through insight and credibility.

Required Education/Experience

• Bachelor’s degree in business, Finance, Statistics, Economics, Applied Mathematics, Information Systems, or a related technical field from an accredited university

• Minimum of 3 years of experience working in analytics, business intelligence, operations, planning, or a related analytical role

• Minimum of 2 years of experience developing dashboards and reporting solutions using Power BI or similar business intelligence tools

• Intermediate to advanced experience using Excel, including formulas, lookups, pivot tables, formatting, and data analysis techniques

• Experience analyzing and interpreting data from multiple systems and data sources to identify trends, patterns, and operational insights

Preferred Qualifications

• Experience using SQL, Python, R, or similar tools to analyze data and present insights

• Experience building automated reporting solutions, scorecards, and operational dashboards

• Experience supporting operational metrics, KPI development, staffing models, or performance measurement initiatives

• Data visualization, dashboarding, and querying expertise across large or complex datasets

• Exposure to automation, AI, or enterprise data transformation initiatives

• Diverse analytical experience supporting multiple business functions or operational areas

• Insurance or financial services industry experience preferred

How You’ll Work

Work Solution: Hybrid (Tuesday- Thursday)

Relocation Eligibility: Available

What We Bring to the Table

Hybrid work environment that promotes work-life balance

Comprehensive medical, dental, and vision coverage starting from your first day

Employer 401k match and employer contribution to a pension plan

Generous PTO and paid parental leave to support your family needs

Various associate resource groups and community involvement initiatives

Essential Job Functions 

While performing the duties of this job, the employee is frequently required to stand, walk, sit, use hands to finger, handle, or feel and talk or hear.  Specific vision abilities required by this job include close vision, distance vision, color vision, depth perception, and ability to adjust focus.

This job requires the ability to perform duties contained in the job description for this position, including, but not limited to, the above requirements.  Reasonable accommodation will be provided for otherwise qualified applicants as needed to enable them to fulfill these requirements.