Mid-Level Analyst, Distribution Analytics
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Mid-Level Analyst, Distribution Analytics
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Job Summary:
AAA Life Insurance Company is committed to providing financial security and peace of mind to its members through excellent customer service and innovative products. The company is seeking a highly analytical Analyst, Distribution Analytics to optimize the sales funnel across various channels, driving revenue growth and improving conversion rates through data-driven insights.
Responsibilities:
• Examine customer journeys across various sales channels to pinpoint bottlenecks, identify trends, and uncover opportunities for enhancement.
• Design and implement data-driven strategies to improve customer engagement and boost conversion rates.
• Continuously track and assess the performance of sales funnel initiatives, recommending improvements based on analysis and outcomes.
• Ensure data consistency and reliability to support accurate analysis and actionable insights.
• Detect patterns and trends that reveal strengths, challenges, or opportunities within the sales process.
• Create detailed reports and presentations that effectively communicate the status and performance of sales funnels.
• Develop and present regular analysis to the Distribution Team, highlighting KPIs, emerging trends, and strategic recommendations.
• Use data visualization tools to deliver insights that enable stakeholders to make informed decisions and operational adjustments.
• Partner with channel managers to implement initiatives that improve customer interaction and conversion rates.
• Work closely with marketing, sales, and product teams to align sales funnel strategies with broader business objectives, leveraging analytics to support these goals.
Qualifications:
Required:
• Bachelor’s degree in Data science, Actuarial Science, Analytics, Marketing, Business or related field
• 3+ years of data analytics, actuarial or related experience in the insurance industry, with a solid understanding of the sales funnel, distribution, products etc.
• Strong analytical skills with expertise in data interpretation, trend analysis, and identifying actionable insights.
• Proficiency in data visualization tools (e.g., Power BI, Tableau) and advanced Excel capabilities.
• Excellent communication skills with the ability to present complex data in a clear and concise manner to diverse audiences.
• Detail-oriented with a commitment to maintain high standards of data integrity and consistency.
Preferred:
• Experience working in multi-channel sales environments, including field and telephone sales.
• Familiarity with CRM systems and sales funnel tracking tools.
• Strong project management and organizational skills.
• A background in collaborating with cross-functional teams, including marketing and product teams.
Company:
AAA Life Insurance Company is fueled by our mission of providing financial security and peace of mind to AAA members through our life insurance products, delivering on the outstanding customer service that members have come to expect from the AAA brand. Founded in 1969, the company is headquartered in Livonia, Michigan, USA, with a team of employees. The company is currently Late Stage.
Seniority level
Seniority level
Mid-Senior level
Employment type
Employment type
Full-time
Job function
Industries
Software Development
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Inferred from the description for this job
Medical insurance
Vision insurance
401(k)
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