Asset Reporting Analyst

Asset Reporting Analyst

BCC (BCC-USA.com) is seeking a detail-oriented individual, preferably with life insurance knowledge, to work within our Asset Reporting team. The ideal candidate can effectively prioritize time, actively communicate , and work independently to meet reporting deadlines for our BOLI (Bank-owned Life Insurance) clients.

Responsibilities:

• Generate and review monthly, quarterly, and annual reporting for clients.
• Request and track monthly policy values from insurance carriers to ensure accurate reporting.
• Generate and manage in-force illustration requests and interpret policy performance data.
• Maintain and update client records in Salesforce.
• Track and implement policy changes in Salesforce (e.g., insured name, owner, beneficiary).
• Monitor carrier rating changes and update Salesforce accordingly.
• Collaborate with internal teams to support policy administration and reporting accuracy.
• Ensure compliance with reporting deadlines and proactively resolve data discrepancies.

Qualifications:

• Bachelor’s degree preferred, but not required if the candidate has relevant life insurance experience.
• Experience in finance, insurance, or a related field preferred.
• Proficiency in Microsoft Excel, Salesforce, or similar data management tools.
• Strong analytical, problem-solving, and time management skills.
• Ability to work independently, follow processes, and manage multiple priorities.

Business Conduct

The Asset Reporting Analyst must be a proactive, analytical thinker who ensures data accuracy, meets deadlines, and supports client service excellence. This role requires:

• Strong attention to detail, logical reasoning, and problem-solving skills.
• The ability to prioritize tasks, manage multiple workflows, and anticipate challenges.
• Ownership of responsibilities, follow-through on commitments, and accountability for results.
• High ethical standards, professionalism, and confidentiality in all business interactions.
• A positive attitude, adaptability to change, and respectful collaboration with colleagues.
• Punctuality, reliability, and adherence to company policies regarding attendance and time management.

Work Environment & Expectations

• Location: Requiring in-office presence 4 days per week.
• Workload: Primarily computer-based with moderate telephone communication.

Company Overview

BCC specializes in implementing BOLI and executive benefit plans, assisting banks in diversifying and enhancing financial performance. With over 25 years of experience, BCC has partnered with more than 600 banks across 40 states. BCC is in both Philadelphia, PA and Plano, TX.

Job Type: Full-time

Pay: $50,000.00 - $65,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Vision insurance

Ability to Commute:

• Radnor, PA 19087 (Required)

Work Location: In person