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Business Analyst
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TransGlobal Holding Co.Diamond Bar, CA, United States- Full-time
Job Description
Job Description
JOB TITLE : Business Analyst
DEPARTMENT : Data Management Division
REPORTS TO (Job Title) : Chief Marketing Officer (CMO)
AVAILABLE LOCATIONS : Diamond Bar, CA
FSLA : ☐exempt ☐ non-exempt
GENERAL FUNCTION / SUMMARY
We are seeking a highly motivated and detail-oriented Business Analyst to join our team. This role is critical to our operations, combining data analysis, market research, and business strategy to support decision-making across multiple insurance and financial service sectors, including :
- Life Insurance & Annuities (Primary focus)
- Property & Casualty (P&C) Insurance
- Auto Insurance
- Group Health Insurance
- Registered Investment Advisory (RIA) Services
- Pension Plans & Tax Strategies
- Financial Planning
The ideal candidate will have a strong research background, capable of conducting quantitative data collection, cleaning, statistical analysis, and presenting insights to senior management. This role requires expertise in ETL processes, Excel modeling, and Power BI, with experience in strategic business analysis.
MAJOR DUTIES AND RESPONSIBILITIES
Data Analysis & ETL Management
Market Research & Competitive Analysis
Business Strategy & Operational Efficiency
Reporting & Presentation
BASIC QUALIFICATIONS
Preferred qualifications :
Company Description
TransGlobal stands as one of the largest insurance general agencies in the US, boasting over 30 offices nationwide. We pride ourselves on delivering an all-in-one financial service platform covering insurance, real estate, lending, investment, retirement planning, and tax services. With a network of over 5000 licensed professionals, we represent top-rated insurance companies offering products tailored to diverse client needs. Visit our website : TransGlobalUS.com.
Company Description
TransGlobal stands as one of the largest insurance general agencies in the US, boasting over 30 offices nationwide. We pride ourselves on delivering an all-in-one financial service platform covering insurance, real estate, lending, investment, retirement planning, and tax services. With a network of over 5000 licensed professionals, we represent top-rated insurance companies offering products tailored to diverse client needs. Visit our website : TransGlobalUS.com.