Sr. Manager Reporting Services

ReSource Pro; United States; Remote; USD 79,000 - 136,000; Full time

Benefits offered by this job

100% paid health insurance (Day 1)

Medical, dental, and vision on Day 1

Remote positions—Internet stipend

401k with employer match

HSA/FSA available

Disability insurance

Generous PTO + holidays

Development and growth opportunities

Wellness program

Job summary

ReSource Pro is seeking a Sr. Manager, Reporting Services to lead bureau reporting and financial data compliance, owning strategy, build-out, and commercial performance of a reporting and analytics service line.

You’ll ensure accurate, timely reporting and dashboards, partnering with Sales to package and price services for clients. We value leadership, data-driven decision making, and a strategic mindset to scale a new business function in a growing organization.

Qualifications

• Bachelor's degree in Business, Data Analytics, Finance, Technology, or related field.
• 10+ years of experience in data reporting, analytics, or insurance operations, including bureau/regulatory reporting.
• 5+ years leading people managers or team leads; insurance industry experience required.

Responsibilities

• Reporting & Dashboard Service Delivery: Manage bureau reporting, financial data reporting, and dashboard services for clients on a billable basis.
• Management Dashboards & Book of Business Analytics: Build out dashboards reporting on book-of-business performance as a new service.
• Bureau & Financial Data Reporting Oversight: Oversee underwriting transaction reports and data calls to NCCI, bureaus, and regulators.
• Team Leadership & Development: Lead managers and senior ICs, recruiting, coaching, and performance management.
• Client & Stakeholder Engagement: Escalation point for clients on reporting and compliance matters; represent offering in conversations.

Skills

Data reporting

Analytics

Insurance operations

Leadership

Executive communication

Education

Bachelor's degree in Business, Data Analytics, Finance, Technology, or related field

Master’s degree preferred

Tools

Power BI

Tableau

SQL

Job description

Are you a strategic leader who thrives on turning data into a revenue-generating service? Do you enjoy building and scaling a new business line while developing high-performing teams? Are you energized by translating complex reporting and compliance requirements into client value?

Your Role…

ReSource Pro is seeking a Sr. Manager, Reporting Services to lead bureau reporting and financial data compliance functions and to own the strategy, build-out, and commercial performance of a reporting and analytics service line. In this role, you will ensure accurate, timely, and high-quality reporting and dashboard delivery, partner with Sales and Account Management to package and price these services for clients, and lead a team responsible for bureau reporting, financial data reporting, and dashboard delivery.

We hire the best because our service is only as good as the people delivering it. We’re committed to hiring individuals who engage in our amazing culture and embrace our Core Values: Commitment to Community, Teamwork, Passion for Excellence, Service-Centric, and Best Self.

In this role, you will…

• Reporting & Dashboard Service Delivery: Manage and deliver MIS’s bureau reporting, financial data reporting, and dashboard services, ensuring consistent quality, data accuracy, and on-time delivery for clients on a billable basis, while identifying opportunities to monetize data assets and reporting capabilities.
• Management Dashboards & Book of Business Analytics: Lead the build-out of management dashboards reporting on book-of-business performance as a new, billable, recurring service, partnering with the Technology team to ensure data feeds support accurate, timely delivery.
• Bureau & Financial Data Reporting Oversight: Oversee the team’s submission of underwriting transaction reports and financial data calls to NCCI, insurance bureaus, and state regulators, serving as the escalation point for high‑complexity issues and disputes.
• Team Leadership & Development: Develop and lead managers and senior individual contributors, recruiting, coaching, and performance managing direct reports while conducting talent planning to scale a growing service line.
• Client & Stakeholder Engagement: Serve as the senior escalation point for clients on reporting, dashboard, and compliance matters, and represent the reporting and analytics offering in client and prospect conversations.
  What You Need to be Successful…
• Education: Bachelor’s degree in Business, Data Analytics, Finance, Technology, or a related field required; Master’s degree preferred.
• Experience: 10+ years of experience in data reporting, analytics, or insurance operations, including bureau/regulatory reporting, plus 5+ years leading people managers or team leads; insurance industry experience required.
• Commercial & Strategic Mindset: Strategic and commercially minded, able to translate data and reporting capabilities into a revenue‑generating client offering.
• Technical Proficiency: Strong working knowledge of dashboard and BI tools (e.g., Power BI, Tableau) and data reporting/compliance requirements (NCCI, state bureaus); working knowledge of SQL and database/data integration concepts preferred.
• Leadership: Proven ability to lead managers and team leads, set direction, and drive accountability across multiple functions.
• Communication & Client Presence: Excellent executive‑level communication and client‑facing skills, able to present the value of new services to clients and prospects.
• Analytical & Adaptable Mindset: Strong analytical and problem‑solving skills, comfortable navigating ambiguity while building a new business function.
• Your Compensation… Our salary ranges are based on paying competitively for our size and industry, and are one part of the total compensation package that also includes annual bonus eligibility, benefits, and other opportunities at ReSource Pro. Individual pay decisions are based on a number of factors, including qualifications for the role, experience level, skillset, geography, and balancing internal equity relative to other ReSource Pro employees. This position is based in Maitland, FL and the salary range for this role is $78,776-$136,397. The salary may vary based on experience and on the specific geographic location in which the candidate resides.

Your Benefits & Perks…

• 100% paid employee health insurance available on Day 1
• Eligible for all medical, dental, and vision benefits on Day 1
• Remote positions are Internet stipend‑eligible
• 401k with employer match, vested on Day 1
• HSA/FSA available
• Long Term and short‑term disability employer‑provided
• Generous PTO plan with paid holidays + floating holidays
• Development and growth opportunities
• Comprehensive wellness program and prioritization of employee health
• Your Interview Process…

The standard interview process includes:

• Behavioral interview with Talent Acquisition
• Online talent assessment
• Hiring Manager interview
• Stakeholder interview
• Final interview
• Additional interview steps may be added depending on the position or if further evaluation is needed.

Disclosure:

Candidates are evaluated at each step of the process. As a result, not every candidate will complete all steps in the process.

About ReSource Pro:

Focused exclusively on the insurance industry, ReSource Pro is the trusted partner insurance organizations rely on to optimize performance, streamline operations and process engineering, and drive growth. Serving 2,000+ carriers, brokers, wholesalers, and MGAs, ReSource Pro is a recognized market leader in insurance workflow optimization, data and technology services, and strategic operating model transformation. Maintaining a 96%+ client retention rate for over a decade, ReSource Pro is the only firm serving the insurance industry to have earned a spot on the Inc. 5000 list 16 times—placing it among the top 0.02% of repeat honorees across all sectors in the Inc. list’s 40+ year history.

Equal Employment Opportunity Policy

ReSource Pro provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.