Data & Insights Analyst

EXO Recruitment are delighted to be working with one of the UK's most successful independent (Chartered) insurance brokerages.

Due to continued growth, our client is currently looking to employ an experienced Data & Insights Analyst with recent UK based experience.

If you would like to join a company which places a huge emphasis on valuing both their clients and employees, then please apply.

Salary: up to £38k (dependant on experience) plus extensive benefits

• 28 days annual holiday plus all statutory Bank Holidays
• Pension contribution of 6% from employer
• 100% office based – will be required to travel to other offices where mileage at 45p can be claimed
• Based in Birmingham office
• Reporting into our clients Group Head of Operation

About the role:

Our client is seeking a highly analytical and detail-oriented MI, Reporting & Data Insights Analyst to join their team. The successful candidate will play a key role in turning data into actionable insights, supporting decision-making across operations, sales, and customer experience.

You will work closely with our clients CRM systems, providing timely reporting and analysis to improve business performance. Additionally, the role will support acquisition integration, ensuring smooth data and reporting transitions during onboarding.

Key Responsibilities:

• Develop, maintain, and deliver MI reports, dashboards, and ad-hoc analysis for multiple stakeholders.
• Analyse operational and sales data to identify trends, risks, and opportunities.
• Extract, cleanse, and manipulate data from CRM and other business systems.
• Support strategic decision-making with actionable insights and clear recommendations.
• Work closely with operations, sales, compliance, and IT teams to ensure data accuracy and integrity.
• Support acquisition integration, including data mapping, reporting alignment, and ensuring consistency across newly acquired business units.
• Develop and maintain documentation for MI processes and reporting standards.
• Assist in implementing data improvements and automation initiatives where possible.

Required Skills & Experience:

• Proven experience as an MI Analyst, Data Analyst, or similar role in the insurance or broking sector.
• Strong experience working with CRMs and extracting/managing data from multiple sources.
• Advanced Excel skills or data analyst quantification is essential
• Strong analytical and problem-solving abilities, with excellent attention to detail.
• Ability to communicate complex data insights clearly to non-technical stakeholders.
• Familiarity with BI & AI tools is advantageous.
• Knowledge of insurance processes, products, or brokerage operations is desirable.
• Experience in acquisition integration or business onboarding projects is desirable.

Personal Attributes:

• Highly organised with the ability to manage multiple tasks and deadlines.
• Proactive, curious, and eager to identify improvements.
• Team player with strong interpersonal and communication skills.

If you are interested in a long term career with a leading and fast-growing insurance brokerage, please send your CV ASAP.

Keywords: IT, Data Analyst, Information Technology, MI.