Client Reporting Analyst II - Stakeholder Mgmt/Tableau proficiency
When you join the team at Unum, you become part of an organization committed to helping you thrive.
Here, we work to provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout life's moments. And this starts with ensuring that every one of our team members enjoys opportunities to succeed both professionally and personally. To enable this, we provide:
• Award-winning culture
• Inclusion and diversity as a priority
• Performance Based Incentive Plans
• Competitive benefits package that includes: Health, Vision, Dental, Short & Long-Term Disability
• Generous PTO (including paid time to volunteer!)
• Up to 9.5% 401(k) employer contribution
• Mental health support
• Career advancement opportunities
• Student loan repayment options
• Tuition reimbursement
• Flexible work environments
*All the benefits listed above are subject to the terms of their individual Plans.
And that's just the beginning...
With 10,000 employees helping more than 39 million people worldwide, every role at Unum is meaningful and impacts the lives of our customers. Whether you're directly supporting a growing family, or developing online tools to help navigate a difficult loss, customers are counting on the combined talents of our entire team. Help us help others, and join Team Unum today!
General Summary:
The Client Reporting Analyst II delivers high-quality reporting, analytics, and insights that help our clients understand absence and disability trends. This role partners closely with H&P Directors and internal teams to create reporting packages for client meetings, conduct complex data analysis, and ensure accuracy across all reporting outputs. Ideal for someone who enjoys analytics, process improvement, and collaborative problem-solving in a client-focused environment.
What You'll Do
Build, maintain, and deliver recurring and custom client reports.
Analyze and validate data, identify trends, and create dashboards/visualizations.
Support H&P Directors with insights for client meetings and stewardship reporting.
Troubleshoot complex reporting issues and lead resolution efforts.
Maintain system configurations, documentation, and data quality standards.
Partner across teams to refine processes and implement reporting improvements.
Mentor junior analysts and contribute to departmental projects.
Job Specifications
• BA or BS degree required, or equivalent work experience.
• Preferred: 3+ years as a Client Reporting Analyst I or equivalent experience in reporting, analytics, or data operations.
• Extensive business knowledge of systems, data sources, and reporting processes supported by the functional area.
• Strong understanding of absence reporting, disability/lost-time data, and related client programs.
Technical Skills
• Proficient in Excel, Access, PowerPoint, Word, and business intelligence/data visualization tools (e.g., Tableau).
• Ability to learn and apply data mining/query tools and techniques; experience with Alteryx is a plus.
• Strong analytical, critical thinking, and problem-solving skills.
• High attention to detail and data accuracy.
• Strong documentation practices; experience using OneNote preferred.
Professional Skills
• Excellent written and verbal communication skills; able to explain complex data clearly.
• Strong presentation/facilitation skills.
• Works well under pressure and manages multiple/changing priorities in a deadline-driven environment.
• Strong planning, time management, and organizational skills.
• Able to navigate ambiguity and guide others through it.
• Demonstrated ability to manage through change.
• Acts with urgency, demonstrates initiative, and reliably follows through.
• Strong team player with leadership and mentoring capabilities.
• Builds productive working relationships across the organization and collaborates effectively with both internal and external partners.
Primary Responsibilities
Reporting, Data Analysis & Visualization
• Set up, maintain, and deliver recurring and custom reporting packages.
• Produce standard and advanced reports supporting client presentations and trend analysis.
• Validate, aggregate, and visualize data using Tableau and Excel.
• Support operational and ad hoc analysis for internal and client-facing teams.
• Maintain dashboards, performance metrics, and key indicators.
• Ensure data accuracy by cross-checking multiple sources.
Systems & Process Ownership
• Maintain reporting system configurations and alignment with business needs.
• Troubleshoot and resolve reporting and configuration issues.
• Monitor production systems and ensure smooth operation.
• Document requirements and support system updates and enhancements.
• Maintain documentation, workflows, and data governance processes.
Problem Solving & Business Support
• Lead efforts to research and resolve complex data and reporting issues.
• Evaluate and implement effective solutions with awareness of business impacts.
• Manage testing for medium-sized initiatives and partner with IT to ensure quality.
Client & Stakeholder Collaboration
• Partner with H&P Directors to prepare reporting and insights for client meetings.
• Build strong relationships with cross-functional teams.
• Communicate complex data clearly to non-technical audiences.
• Clarify stakeholder needs and propose effective reporting solutions.
Process Improvement & Strategy
• Identify and implement reporting and workflow improvements.
• Contribute to strategic reporting development and continuous improvement.
Leadership & Mentorship
• Train and mentor junior analysts.
• Demonstrate leadership and support peers through change and ambiguity.
• Participate in team and cross-functional projects.
LI-AD1
LI-Multi
~IN1
Unum and Colonial Life are part of Unum Group, a Fortune 500 company and leading provider of employee benefits to companies worldwide. Headquartered in Chattanooga, TN, with international offices in Ireland, Poland and the UK, Unum also has significant operations in Portland, ME, and Baton Rouge, LA - plus over 35 US field offices. Colonial Life is headquartered in Columbia, SC, with over 40 field offices nationwide.
Unum is an equal opportunity employer, considering all qualified applicants and employees for hiring, placement, and advancement, without regard to a person's race, color, religion, national origin, age, genetic information, military status, gender, sexual orientation, gender identity or expression, disability, or protected veteran status.
The base salary range for applicants for this position is listed below. Unless actual salary is indicated above in the job description, actual pay will be based on skill, geographical location and experience.
$53,300.00-$100,700.00
Additionally, Unum offers a portfolio of benefits and rewards that are competitive and comprehensive including healthcare benefits (health, vision, dental), insurance benefits (short & long-term disability), performance-based incentive plans, paid time off, and a 401(k) retirement plan with an employer match up to 5% and an additional 4.5% contribution whether you contribute to the plan or not. All benefits are subject to the terms and conditions of individual Plans.
Company:
Unum
