Note: The job is a remote job and is open to candidates in USA. The Baldwin Group, through its MSI business, is a managing general agency that creates specialized insurance solutions supported by advanced technology. The Senior Business Intelligence Analyst will independently deliver scalable dashboards, reports, datasets, and visualizations; analyze and validate complex data; automate reporting; and serve as the organization’s Power BI subject matter expert. The role also partners with business leaders, applies AI tools to improve BI workflows, and mentors junior analysts.
Responsibilities
- Design, develop, and manage business intelligence solutions on complex projects of large scope - dashboards, reports, ad-hoc datasets, and visualizations that guide business decisions
- Partner with Product, Actuarial & Advanced Analytics, Underwriting, and other core insurance functions to collect, structure, and validate data from multiple sources
- Audit, compile, and reconcile data to ensure accuracy and integrity
- Communicate findings clearly to business stakeholders and senior leaders - translating technical analysis into plain-language recommendations, defending methodology when challenged, and providing consultative input beyond what was asked
- Automate manual reporting processes and build scalable, reusable solutions rather than one-off deliverables
- Apply AI tools (Claude, Microsoft Copilot, and similar) to accelerate dashboard development, pipeline automation, code generation and review, and report QA - and champion AI-driven process improvement across the BI function
- Apply critical thinking to ambiguous requests - clarify the underlying business question, evaluate trade-offs, and recommend the approach rather than defaulting to the one requested
- Conduct peer reviews of colleagues' work and mentor less experienced analysts as the Power BI subject matter expert
- Support the implementation of new practices, processes, and procedures
Skills
- Equivalent experience considered
- 5–7 years of data analytics or related experience
- Advanced SQL, data modeling, and visualization; recognized Power BI subject matter expertise (Tableau or other BI tools a plus)
- Hands-on experience with Microsoft Fabric ecosystem, including:
- OneLake, Lakehouse, Data Warehouse, Notebooks, Pipelines, Dataflows, Power BI integration, and Python for Fabric Notebooks
- Solid grasp of database structures, relationships, and dependencies
- Strong critical thinking and proactive problem-solving - comfortable working from an ambiguous request to a defined, scalable solution
- Strong written and verbal communication with business stakeholders and senior leaders; able to present findings and influence decisions without technical jargon
- Peer mentoring and peer review capabilities
- Intermediate insurance domain knowledge and understanding of MGA operations; insurance industry experience preferred
- Advanced, hands-on AI fluency - daily working use of tools such as Claude and Microsoft Copilot
- Candidates should be prepared to describe a specific problem they solved or automated with AI
- Specifically:
- Accelerating analysis, report automation, SQL/Python code generation and review, and documentation
- Effective prompting and AI workflow design, with the judgment to validate AI output
- Strong proficiency in MS Office, especially Excel (pivot tables, VLOOKUP, formulas, charts, and graphing)
- Bachelor's degree in a related field preferred
Benefits
- Remote work arrangement
Company Overview