Position Summary : The Director of Business Intelligence will lead the development of a scalable, enterprise-wide data and analytics strategy. This role transforms manual, ad hoc processes into automated BI solutions that support key functions like underwriting, marketing, and sales. Reporting to the VP of Strategic Business Operations, the Director will oversee data infrastructure, manage a growing team, and introduce AI-driven tools for improved insights and efficiency. They will ensure BI efforts align with organizational growth and strategic goals.
Supervisory Responsibilities :
- Provide strategic leadership to the Business Systems Manager, ensuring the optimization of existing systems, workflows, and integrations, while advancing organization-wide business intelligence capabilities
- Supervise and mentor BI staff with a focus on performance management, professional growth, and cross-functional collaboration
- Drive team development and lead recruitment efforts to scale business intelligence resources in alignment with organizational growth and strategic priorities
Essential Tasks :
Design and manage Citadel's enterprise data architecture by integrating SQL, Excel, XML, APIs, and system migrationsBuild and maintain a scalable BI infrastructure that supports analytics for program development, underwriting, finance, marketing, and salesAutomate and optimize existing manual data workflows (e.g., Excel / VBA / SQL)Ensure accuracy and timeliness of critical financial and carrier reporting (e.g., bordereaux)Collaborate with cross-functional teams to provide data insights, performance tracking, and strategic business casesDrive the adoption of AI, machine learning, and automation to enhance analytics, forecasting, and planningMentor, manage, and grow the BI team; foster a collaborative, innovative, and results-oriented cultureServe as a data strategy advisor during executive-level planning, forecasting, and growth initiativesCore Competencies :
Leadership : Display leadership skills and ability to motivate fellow employeesAbility to Analyze and Solve Problems : Skill in recognizing challenges, exploring options, and implementing effective solutions in a timely mannerAttention to Detail : A strong focus on completing tasks and projects accurately and thoroughlyCommunication Skills : Capable of expressing ideas clearly in both verbal and written forms and engaging with various audiencesTimely Task Completion : Ability to finish tasks and projects efficiently, managing resources and priorities effectivelyTeam Collaboration : Willingness to work together with others, promoting teamwork and supporting shared goalsClient Focus : Dedication to understanding and addressing the needs of clients and stakeholders to ensure their satisfactionDependability : Acknowledgment of the importance of being present and punctual.Creative Thinking : Openness to suggesting new ideas and methods to improve processes and outcomeOrganizational Skills : Capability to prioritize tasks and manage multiple projects simultaneouslyAdaptability : Willingness to adjust to changing situations and priorities, showing resilience in a dynamic work environmentExperience and Education :
Bachelor's degree in Business Information Systems, Data Science, Computer Science, Analytics, or a related field; Master's degree (MBA, MIS, or similar) strongly preferred10+ years of experience in data and business intelligence, including at least 5 years in leadership rolesProven track record in building data infrastructures, automating workflows, and delivering impactful BI solutions across departmentsStrong experience in transforming manual data processes into automated systemsPrevious experience working in insurance, financial services, or regulated environments preferredAbility to manage and prioritize cross-functional projects in a fast-paced, growth-oriented environmentLicensing and Credentials :
Microsoft SQL Server, Oracle SQL Certification preferredTableau or Power BI Certification preferredCertified Analytics Professional (CAP) optional but preferredFamiliarity with financial and accounting systems used in insurance, particularly those integrated into insurance management or agency management systems (e.g., IMS, a Vertafore MGA platform)Additional data management or cloud certifications (e.g., AWS Data Analytics, Google BigQuery, Snowflake) considered a plusSystems :
Database & Integration Tools : SQL, relational databases, XML, APIs, and web servicesScripting & Automation : Advanced Excel and VBAAnalytics & Visualization : Tableau, Power BI, LookerETL & Data Migration : Familiarity with ETL tools and utilities for large-scale data consolidationAI & Forecasting Tools : Experience implementing machine learning and AI-based forecasting modelsPhysical Requirements :
Ability to lift 25 poundsRepeated use of sight to read documents and computer screensRepeated use of hearing and speech to communicate on telephone and in personRepetitive hand movements, such as keyboarding, writing, 10-keyWalking, bending, sitting, reaching and stretching in all directionsAbility to travel as neededNotice to Recruiters and Staffing Agencies : To protect the interests of all parties, Higginbotham Insurance Agency, Inc., and our partners, will not accept unsolicited potential placements from any source other than directly from the candidate or a vendor partner under MSA with Higginbotham. Please do not contact our team members or send unsolicited potential placements.
Equal Opportunity Employer
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