Relation Insurance Services
Relation Insurance Services
1,001 – 5,000 Employees
ConstructionConsultingHealthcare
Relation Insurance Services is an insurance brokerage that helps individuals and businesses manage complex coverage decisions through personalized guidance, industry expertise, and data-informed insight. Its work spans sectors including agribusiness, construction, finance, healthcare, and technology, supported by established relationships with insurance carriers. By focusing on clients’ specific risks and challenges, the company aims to make insurance easier to understand and more manageable.

Director of Business Analytics

Lead financial, sales, and business analytics for Relation Insurance Services’ insurance operations. Build models, dashboards, forecasts, and decision tools to support growth and performance.

Description

  • Build financial models and scenario analyses for prospective producer opportunities.
  • Create reusable modeling tools, methods, templates, and decision frameworks.
  • Work with Sales, Human Resources, Finance, Legal, and other teams to validate assumptions and assess risks and opportunities.
  • Define and assess KPIs covering revenue, growth, retention, pipeline, cross-selling, productivity, profitability, and operations.
  • Create and maintain executive dashboards, scorecards, forecasts, and performance reports.
  • Lead complex analyses of financial, sales, workforce, client, and operational data.
  • Use statistical analysis, predictive modeling, segmentation, trend analysis, and other advanced methods.
  • Develop and assess models for forecasting, propensity, productivity, compensation, and workforce planning.
  • Turn analytical findings into recommendations, presentations, and clear narratives for decision-makers.
  • Explain complex financial and analytical concepts through data visualization and storytelling.
  • Address strategic and ad hoc analytical requests by framing questions, choosing data and methods, conducting analysis, and presenting recommendations.
  • Set shared data definitions, methods, reporting standards, documentation, and controls.
  • Build scalable datasets and analytical tools, automate reporting, and strengthen data quality controls.
  • Collaborate with Technology, Data, Finance, and other teams to improve data access, quality, governance, integration, and analytical capabilities.
  • Reduce manual work and expand automation, analytics, and self-service reporting.
  • Apply technology, automation, and proprietary AI tools responsibly to improve analysis and decision support.
  • Track emerging analytics technologies, methods, business trends, and industry practices.
  • Lead or support strategic initiatives and special projects requiring complex financial, business, or quantitative analysis.
  • Handle other assigned projects, duties, and tasks.

Requirements

  • High school diploma or equivalent required.
  • Bachelor’s degree in Finance, Accounting, Economics, Business Analytics, Data Analytics, Statistics, Mathematics, Business Administration, or a related field preferred.
  • At least 7 years of progressive experience in business analytics, financial analysis, sales analytics, strategic finance, business intelligence, data analytics, or a related field.
  • Experience developing complex financial models, forecasts, scenario analyses, or other decision-support models.
  • Advanced analytical and quantitative skills, including evaluating large or complex datasets, identifying trends, and translating findings into business recommendations.
  • Experience developing and assessing business performance measures, KPIs, dashboards, scorecards, and executive-level reporting.
  • Experience applying statistical, predictive, segmentation, forecasting, or other advanced analytical methods to business problems.
  • Strong business and financial acumen, including the ability to assess revenue, growth, productivity, profitability, investment, and other business drivers.
  • Advanced Microsoft Excel skills and experience with business intelligence, visualization, financial modeling, statistical, or analytical tools.
  • Ability to work with senior leaders and cross-functional stakeholders and influence decisions through analysis and business judgment.
  • Excellent written, verbal, and presentation skills.
  • Ability to manage multiple complex priorities and analytical projects autonomously in a fast-paced environment.
  • High proficiency with Microsoft Office and related business technology platforms.
  • Computer literacy and ability to learn and use new software applications, automation solutions, and proprietary AI tools.
  • Commitment to confidentiality and responsible handling of employee, financial, client, and business information.
  • Willingness to travel as business needs require.

Benefits

  • Competitive pay
  • Family health and wellness programs
  • 401(k)
  • Employee assistance programs
  • Paid time off
  • Paid holidays
  • Career advancement and development opportunities
  • Discretionary annual incentive program, subject to program rules and individual and organizational performance
  • Remote work within the United States

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