Data Analyst

Job Summary

Covenir is a BPO partner to insurance carriers — and increasingly, a technology company that happens to serve them. The Platform is how that shows up day to day: modules spanning Print, Call Center, Virtual Mailroom, and Premium & Lockbox, built with an AI-assisted, 80/20 development model where AI handles the first draft and people handle the judgment. The Data Analyst owns the data and reporting that support Covenir’s business — building and maintaining the analytics that give Operations, Sales & Marketing, and leadership a single, trustworthy view of performance, while scouting the AI tools and partnerships that inform Covenir’s build-versus-partner decisions.

The Platform is this role’s current top priority, but scope extends to Covenir’s broader data and reporting needs as priorities shift.

• Committed to WOW our Customers:
  The dashboards and numbers you produce are what leadership uses to make real calls — you make sure they’re right, not just plausible.
• Great Just Isn’t Good Enough:
  You don’t stop at a working report. You ask if the metric is actually the right one, and if there’s a cleaner way to show it.
• One Team, One Goal:
  Operations, Sales & Marketing, and IT/R&D all come to you with different questions — you treat all of them as your team, not just IT.
• Passion for Excellence:
  Your analysis is clean enough that someone unfamiliar with the data could follow your logic without a walkthrough.

• Write SQL for data extraction, transformation, and reporting across Covenir’s systems
• Build and maintain executive-facing analytics and KPI dashboards — volumes, postage, and SLA performance by customer and business unit
• Use Azure data services (Azure SQL, Microsoft Fabric, Blob Storage) supporting the platform’s data warehouse
• Research and evaluate AI tools, vendors, and partnership opportunities (for example, document-intelligence platforms) to inform build-versus-partner recommendations
• Translate operational and business questions from Operations, Sales & Marketing, and leadership into data requests and reporting
• Apply AI-assisted analysis and workflow tools, consistent with Covenir’s 80/20 model
• Support data retention, security, and SOC compliance requirements as they apply to platform data

• 2+ years of experience in data analysis, reporting, or business intelligence, with proficient SQL skills
• Working knowledge of Azure data services (Azure SQL, Microsoft Fabric, Blob Storage) or equivalent cloud data tools; AWS experience a plus
• Fundamental knowledge of insurance BPO business processes across Print, Call Center, Virtual Mailroom, and Premium & Lockbox
• Working knowledge of data collection across multiple business functions, and of data retention and access-control policies
• Basic understanding of the AI/API sandbox and its available data workflows
• Experience building executive-facing dashboards or KPI reporting
• Comfortable researching and evaluating vendors, tools, or partnership opportunities
• Ability to create clear, concise data analysis and reporting documentation for stakeholders across Operations, Sales & Marketing, and IT & R&D
• Completes data security and confidentiality training, SOC compliance training, and cross-functional onboarding across Platform modules
• Bachelor’s degree in a related field (Data Analytics, Statistics, Computer Science, Business), or equivalent experience
• Performs other duties as assigned by the R&D Manager in support of Covenir’s broader business needs

• Numbers you can defend. A players can explain exactly how a metric was calculated and why it’s the right one, not just hand over a dashboard.
• Translates business questions into data. When Sales & Marketing or Operations asks a vague question, A players know how to turn it into the right query.
• Curious about AI tooling. A players actively track what’s out there, not just when asked to evaluate a specific vendor.
• Comfortable being the single source of truth. When numbers conflict across teams, A players are the ones who resolve which version is right.
• Documents the logic, not just the output. A players leave behind reporting anyone can pick up, not a black box only they understand.

• Proficient in SQL and comfortable owning data
• extraction, transformation, and reporting end to end
• Enjoys translating vague business questions into
• concrete data requests
• Genuinely curious about AI tools and vendor
• landscapes, not just the data itself
• Comfortable being the tie-breaker when numbers
• across teams don’t match

• You want a narrowly scoped reporting role with no ambiguity
• You’re not interested in researching AI tools or vendors
• You’d rather avoid being the one who resolves conflicting numbers
• You need requests to come from a single, consistent source

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