Data Reporting Specialist

TRICOR Insurance

Data Reporting Specialist at TRICOR managing and fulfilling reporting requests. Collaborating with various departments to maintain data quality and integrity through accurate reporting.

Posted 7/28/2026full-timeMadison • Wisconsin • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates advanced Excel skills, including VLOOKUP, INDEX/MATCH, and pivot tables, to analyze and manipulate data for reporting purposes. Collaborates effectively with cross-functional teams to ensure data quality and timely reporting while maintaining organized documentation.

Highest-signal resume keywords

Advanced Excel SkillsData AnalysisAttention to DetailReporting Deadline ManagementCollaboration with Cross-Functional Teams

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

ExcelVLOOKUPINDEX/MATCHPivot TablesData AnalysisData CleansingWorkflow ImprovementsReportingDocumentationData Quality

Soft Skills

Attention to DetailAbility to Manage Multiple Priorities

Tools & Technologies

Power BIPythonApplied Systems EPIC

Industry Keywords

Reporting RequestsAudit-Ready StorageSOPsGeneral Business UnderstandingInsurance Knowledge

Tech Stack

Tools & technologies

Python

About the role

Key responsibilities & impact

Manage and fulfill reporting requests through a centralized reporting queue.
Prepare and distribute monthly recurring reports—including time‑sensitive reports on the 1st, 15th, and 25th.
Use Excel (pivot tables, formulas, filtering, etc.) to validate and manipulate data.
Analyze reporting outputs to identify trends, inconsistencies, and opportunities for Data cleansing.
Workflow improvements.
Training or documentation.
Collaborate with Sales, Operations, Finance, Auditing, and Leadership.
Maintain organized, audit‑ready storage of historical reports.
Support data quality by identifying and escalating issues within the AMS and integrated systems.
Follow and contribute to SOPs to ensure documentation stays accurate and current.

Requirements

What you’ll need

Advanced Excel skills (VLOOKUP, INDEX/MATCH, pivot tables, nested formulas).
Experience analyzing and interpreting data.
Strong attention to detail and ability to manage multiple priorities.
Ability to meet strict reporting deadlines.
General business understanding; insurance knowledge is helpful but not required.
Power BI or Python experience is a plus.
Familiarity with Applied Systems EPIC is preferred but not required.
Occasional day travel to TRICOR locations may be required.

Benefits

Comp & perks

Full‑time career in a stable, family‑owned business.
Health, Dental, & Vision Insurance with HRA/HSA options.
Flex Spending & Dependent Care accounts.
Voluntary Life & Critical Illness coverage.
401(k) with access to a Certified Financial Planner.
Technical training and one‑on‑one mentoring.
Personal Development Plans for all positions.
Supportive, family‑oriented culture.
Dress‑for‑your‑day Monday–Friday.