Paul Jason
@pauljason
Data analyst leveraging SQL and Power BI to turn insurance data into accurate dashboards and governance-ready insights.
What I'm looking for
I’m a Data Analyst at Berkshire Hathaway GUARD Insurance, where I create SQL queries and recurring reports that support policy dividend calculations, hurricane claim data pulls, and demographic insights for marketing. I build Power BI dashboards to visualize loss ratios, average bound premium, and month-over-month policy cancellation trends, and I validate results through UAT and QA testing.
I also focus on the data foundation behind those deliverables. Using Ellie.ai, I draft conceptual, logical, and physical data models to support dashboard frameworks, and I analyze internal and external data to ensure alignment with GUARD’s data governance policies. I draft data governance policies via Miro to ensure PII is properly encrypted, and I collaborate with data engineers on data quality rules in Microsoft Fabric pipelines.
Beyond reporting, I’ve helped streamline how teams work—leading an evaluation that eliminated over 200 nonessential reports to reduce employee workload. Before my analytics role, I served as a Senior Retention Representative at Prudential Financial, formulating projections in Service Ability and helping improve life insurance policies through actionable contract and investment changes.
Experience
Work history, roles, and key accomplishments
Created SQL-based recurring reports and dashboards in Power BI for policy, claims, demographic, and partner management needs. Performed UAT/QA, built data models with Ellie.ai, supported data governance/PII encryption via Miro, and collaborated with data engineers in Microsoft Fabric pipelines, including eliminating over 200 nonessential reports.
Used Prudential’s Service Ability system to formulate projections and assess contract action options for life insurance clients. Coordinated steps to adjust premium payment frequency and investment allocations, and answered client questions about contract duration, beneficiaries, and assigned agents.
Education
Degrees, certifications, and relevant coursework
University of Scranton
Master of Business Analytics, Business Analytics
Grade: 3.96/4.00
Earned a Master of Business Analytics from the University of Scranton, graduating December 2023.
Susquehanna University
Bachelor of Science in Business Administration, Business Administration
Grade: 3.92/4.00
Activities and societies: Minors: Psychology; Honors Program. Sigmund Weis School of Business (AACSB accredited).
Earned a Bachelor of Science in Business Administration at Susquehanna University, graduating May 2021, with minors in Psychology and participation in the Honors Program.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Website
linkedin.com/in/paulgjasonJob categories
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