BOLI/ICOLI Reporting & Insights Analyst

Ascensus; North Carolina; Hybrid; USD 75,000 - 110,000; Full time

Benefits offered by this job

Professional development with in-house

Tuition reimbursement

401(k) & 529 match programs

Paid time off

Health savings account contributions

Job summary

Ascensus is a leading technology and service platform powering savings plans across America. This role focuses on creating, analyzing, and delivering comprehensive reports of bank and insurance company owned life insurance (BOLI & ICOLI) policies for a group of clients.

You will develop and maintain understanding of client portfolios, perform detailed analyses, and support client relationships through precise reporting and data-driven insights. Up to 5% travel is required.

Qualifications

• Bachelor’s degree in a related field.
• 3-5 years of total experience within the banking or insurance industry or equivalent combination of education and experience.
• Must have advanced MS Office skills, especially in Excel.
• Crystal Reports experience.
• Life Insurance license or ability to obtain within 6 months.

Responsibilities

• Develops and maintains an in-depth understanding of client reporting needs.
• Researches and resolves client-specific issues concerning products, policy values, crediting rates and other information.
• Prepares, reviews, and delivers all client reporting.
• Performs quality control checks and reports on client satisfaction.

Skills

Self-starter

Collaborative

Analytical thinking

Attention to detail

Education

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

Tools

Crystal Reports

Microsoft Excel

Job description

Ascensus is a leading technology and service platform powering savings plans across America. This role focuses on creating, analyzing, and delivering comprehensive reports of bank and insurance company owned life insurance (BOLI & ICOLI) policies for a group of clients.

You will develop and maintain understanding of client portfolios, perform detailed analyses, and support client relationships through precise reporting and data-driven insights. Up to 5% travel is required.