Keystone Advisors Overview

Keystone Advisors is a full-service marketing company aligned with Top Health Insurance Carriers to provide our partners and

clients with a broad and competitive portfolio of Insurance Options. We have over 20 years of experience in Insurance marketing

while serving our local communities with Medicare, Individual, Group Health, Life, and Annuity products. The foundation of the

company and its employees lies in our core values: customer service, integrity, compassion, tenacity, & being a team player.

Job Summary

The Data Reporting Analyst is responsible for overseeing our data systems and reporting frameworks, guaranteeing the integrity

and precision of data. The ideal candidate will transform raw data into structured information, which will then be analyzed to

glean insights that drive strategic business decisions. This position encompasses a comprehensive analysis lifecycle, covering

requirement gathering, activity execution, and design planning. Data Reporting Analyst are tasked with enhancing analytical and

reporting functions, as well as supervising performance and quality assurance processes to pinpoint areas for enhancement.

Roles and Responsibilities

  • Gather data from primary and secondary sources, ensuring the upkeep of databases and data systems.
  • Detect, examine, and decode trends or patterns within intricate datasets.
  • Cleanse data and scrutinize computer-generated reports and outputs to identify and rectify coding errors.
  • Coordinate with management to align business and informational priorities.
  • Identify opportunities for process enhancements.
  • Employ statistical techniques to scrutinize data and produce actionable business insights.
  • Collaborate with the management team to determine and rank the needs of different business units.
  • Develop data dashboards, charts, and visual aids to support decision-making across departments.
  • Convey insights through reports.
  • Engage with managers from various departments to specify data requirements for analysis projects tailored to their unique
  • business processes.

Skills and Qualifications

  • Possess a solid foundation in statistics and practical experience with statistical software such as Excel. Knowledge of MS
  • Office, high focus on excel: pivot tables, XLOOKUP's, reconciliations, etc.)
  • Meticulously review and validate data reports to ensure accuracy and integrity, demonstrating exceptional attention to
  • detail and strong organizational skills in managing multiple data sources and reporting requirements.
  • Capable of critically evaluating data to derive meaningful, actionable insights.
  • Demonstrate superior communication and presentation capabilities, adept at simplifying complex data insights for audiences without a technical background.
  • A bachelor's degree in Computer Science, Information Management, Statistics, or a comparable discipline is required, with
  • prior experience in data analysis or a related field being advantageous.

Additional Requirements

  • Adept at report writing and presenting findings
  • Ability to work under pressure and meet tight deadlines
  • A deep understanding of the industry and business operations is a plus
  • Experience with Salesforce preferred
  • Experience with HealthSherpa a plus
  • Experience with Coding plus
  • Basic knowledge of accounting terminology

Physical Requirements

  • Prolong sitting
  • Stand/walk/bend
  • Ability to lift up to 25 pounds

Work Information

Office Location: 10900 Corporate Center Drive, Houston, TX 77041

Hours: Monday – Friday, 8:00am – 5:00pm

Status: Full Time Employee