Job Description

We put our people first. As an employer of choice, Acera Insurance, offers an outstanding workplace and employee culture that creates valuable opportunities for all employees.

Our people are:

Encouraged to challenge the status quo and never stop learning in their commitment to excellence.*
Empowered with a sense of accountability and autonomy to take ownership of their work.*
Treated with respect and act with integrity by putting clients, colleagues, and community first.*
Recognized for their achievements and celebrate festivities, big and small, to make work fun.*

We also proudly offer most employees the opportunity to become owners. With over 650 employee owners, Acera Insurance is the only Canadian brokerage that is widely owned by its employees. Our employee owners have a vested interest and get to share in Acera Insurance's success -- which they make possible.

Join our award-winning network of over 1,200 professionals across Canada and change the way people feel about insurance.

Reporting Analyst - National Standards, Client Experience

We are looking for a Reporting Analyst to join our National Standards, Client Experience team. This role is pivotal in supporting data-driven decision-making by creating, managing, and optimizing operational and client experience reports across Acera Insurance. You will work closely with national stakeholders to understand needs, identify trends, and support continuous improvement initiatives.


This position is ideal for someone who combines strong technical reporting expertise with excellent problem-solving abilities, communication skills, and a proactive, collaborative approach

Job Details

Location

: Any Acera office

Employment Type: Full-Time

Team: National Standards, Client Experience

Reports To: Team Leader, Systems & Operational Reporting, National Standards

Compensation: Acera's total compensation offerings are based on pay for performance that recognizes exceptional individual, team and company performance. The typical hiring range for this position is from $60-000 - $75,000 CAD annually; the pay offering is based on location and will vary depending on related experience, proven knowledge, skills, and internal equity.

Key Responsibilities

Design, develop, and maintain reports and dashboards to support client experience and operational performance using Applied Epic, Excel, and Power BI. Analyze large datasets to identify trends, inefficiencies, and opportunities for improvement across national operations. Lead and support data integrity initiatives, including data audits, clean-up efforts, and re-coding activities to ensure accurate, standardized, and reliable data across platforms. Collaborate with team members and business units to identify inconsistencies or errors in data and implement corrective actions. Translate business questions into meaningful, actionable reports that support strategic decision-making. Contribute to the development of national standards and performance benchmarks through data insight. Provide support in data validation, integrity checks, and troubleshooting reporting anomalies. Act as a subject matter expert on Epic data structure, with an ability to bridge business needs and technical data constructs. Participate in or lead initiatives aimed at improving reporting capabilities, automating processes, or enhancing the user experience with data tools.

What You Bring

3+ years of experience in the insurance industry, preferably with a brokerage. Hands-on experience with Applied Epic, including a strong understanding of system data structure, data integrity issues, and reporting functions. Advanced Excel skills, including pivot tables, complex formulas, and data manipulation techniques. Working knowledge of Power BI, including dashboard creation, data modeling, and DAX formulas. Demonstrated experience in data clean-up, integrity validation, re-coding, and the ability to create scalable, accurate data models. Strong critical thinking and problem-solving skills -- able to dive deep into data to identify root causes and solutions. Ability to work independently and take initiative in a fast-paced, evolving environment. Excellent communication and interpersonal skills; comfortable collaborating with national and regional stakeholders. High attention to detail and strong organizational skills. Experience working in a remote team environment is an asset.
Acera Insurance is the largest independent, employee-controlled brokerage in Canada. We are proudly 100% Canadian owned and operated. With over 60 locations across British Columbia, Alberta, Saskatchewan, Ontario, Nova Scotia, and the Yukon, and $1.3 billion in gross written premium, our team provides individuals, families and businesses unbiased insurance and risk management solutions that have a distinct Canadian perspective. Our collaborative work structure combines our people's strength and expertise to offer greater value, knowledge, and resources to our personal and commercial clients nationwide, including comprehensive group benefits.

Acera Insurance is an equal opportunity employer and is committed to all forms of diversity in the workplace. All qualified individuals are encouraged to apply.