Author: Kate Mason
Role Applied: Full-Time Analyst, GMA Consulting
Tools Used: Power BI, SQL, Excel, Copilot, Zapier
Focus Areas: Insurance Claims, Policy Segmentation, Behavioral Analytics
This dashboard demonstrates my ability to build intuitive, reproducible analytics tools that support strategic decision-making. Designed for the insurance sector, it visualizes key performance indicators, customer behavior, and profitability metrics—while maintaining a clean, user-centered interface.
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KPI Summary Panel:
- Total Policies: 57K
- Total Premium: $384M
- Total Claims: $337M
- Policies in Force: 114.4%
- Avg Premium: $7K
- Avg Claim: $6K
- Premium to Claim Ratio: 2X
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Behavioral Segmentation:
- Bar chart: “Who is taking up our policies?” (age-based uptake)
- Stacked area chart: “Who Claims Most?” (claim trends over time by age)
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Profitability & Risk Analysis:
- Scatter plot: Avg Premium vs Avg Claim
- Heatmap: Premium vs Claim correlation across categories
- Donut chart: Policy type distribution (“How do our clients enjoy our policy?”)
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Interactive Filters:
- Year, Policy Type, Claim Status
- Designed for fast exploration and scenario testing
- SQL Queries: Used for data extraction and transformation
- Copilot + Zapier: Assisted in automating ENERGY STAR sync and onboarding metrics
- Documentation: All measures and transformations are annotated for reproducibility
- Executive Reporting: High-level summaries for leadership
- Operational Monitoring: Daily performance