Regional Operations & Data Analyst

The Cross Family of Agencies welcomes you. We need your talent and expertise.

Regional Operations & Data Analyst is primarily responsible for providing operational and administrative data-driven support to management and other staff members within a Cross region.

Duties of a Regional Operations & Data Analyst include, but are not limited to:

• Collaborate with the Regional VP - Operations to develop and refine reports and dashboards for key business metrics (e.g., production, sales, pipeline, policy expiration).
• Manage, update, and validate large sets of data from multiple platforms in Microsoft Excel and preferably Power BI.
• Assist with invoicing and financial reconciliation tasks; analyze discrepancies and support resolution through data validation.
• Maintain and enhance reports related to book of business production, revenue performance, and account receivables.
• Support policy processing tasks where relevant data inputs are required or need verification.
• Manage and update document libraries, ensuring data accuracy and integrity across shared platforms.
• Support the preparation of presentations for internal teams and key accounts.
• Process employee expense reports and coordinate internal scheduling needs (meetings, reviews, and project planning).
• Contribute to special projects involving operational process improvement, systems integration, and data optimization.
• Other duties or special projects may be assigned.

Required Qualifications:

• Bachelor’s Degree in Business Administration, Finance, Economics, or a related field (required).
• Minimum 1–3 years of professional experience in an operations, finance, or data analytics role (insurance industry experience a plus).
• Strong proficiency in Microsoft Office Suite, with advanced Excel skills (e.g., pivot tables, formulas, VLOOKUP/XLOOKUP, charts).
• Experience with Power BI or similar data visualization tools is highly desirable.
• Exceptional organizational skills, attention to detail, and the ability to handle confidential information with integrity.
• Strong problem-solving skills and ability to work independently under tight deadlines.
• Experience with insurance agency management systems (e.g., Applied Epic, AMS360) is a plus.
• Excellent written and verbal communication skills.

DISCLAIMER:

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.