Senior Business Intelligence Analyst - MSI

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

Requirements:

• 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