BOLI/ICOLI Reporting & Analytics Specialist

Ascensus; Greensboro (NC); On-site; USD 70,000 - 90,000; Full time

Job summary

Ascensus is seeking a dedicated reporting analyst to create, analyze, and deliver comprehensive reports for bank and insurance-owned life insurance portfolios (BOLI/ICOLI) for a defined client group in the United States. You will work closely with stakeholders and the Carrier Data Coordinator to ensure accuracy and relevance of reporting.

The role emphasizes data analysis, trend identification, and producing executive-level insights using advanced Excel functions and Crystal Reports.

Qualifications

• Bachelor’s degree in Business, Finance, Accounting, Economics, Mathematics, or related field.
• 3–5 years of experience in banking or insurance.
• Advanced Excel skills; Crystal Reports; Life Insurance license or ability to obtain within 6 months.

Responsibilities

• Create, analyze, manage, and deliver comprehensive reports for BOLI & ICOLI portfolios.
• Research and resolve client reporting issues concerning products, policy values, and crediting rates.
• Perform quality control checks and provide client reporting to ensure accuracy and satisfaction.
• Collaborate with stakeholders and the Carrier Data Coordinator to maintain report relevance.

Skills

Data analysis

Excel

IRR

VLOOKUP

Education

Bachelor’s degree in Business, Finance, Accounting, Economics, Mathematics, or related field

Tools

Crystal Reports

MS Office

Job description

Ascensus is seeking a dedicated reporting analyst to create, analyze, and deliver comprehensive reports for bank and insurance-owned life insurance portfolios (BOLI/ICOLI) for a defined client group in the United States. You will work closely with stakeholders and the Carrier Data Coordinator to ensure accuracy and relevance of reporting.

The role emphasizes data analysis, trend identification, and producing executive-level insights using advanced Excel functions and Crystal Reports.