OverviewHow You'll Work
Work Solution: Remote
Relocation Eligibility: N/A
ResponsibilitiesWhat You'll Do
DSU/SISU Sales Performance Reporting
- Deliver standardized recurring reporting for DSU and SISU sales performance, including call activity, contact rates, quote activity, applications, sales count, premium, conversion rates, productivity, and other agreed-upon KPIs.
- Create consistent reporting views that allow leadership to monitor performance by team, campaign, lead source, agent, time period, and relevant operational segments.
- Identify performance variances versus plan, trend, and expectations; summarize key drivers in a clear, action-oriented format.
Contact Center & Call Driver Analytics
- Analyze call drivers, inbound and outbound activity, disposition outcomes, response patterns, and customer engagement trends to identify risks and opportunities.
- Partner with DSU/SISU leaders to diagnose operational bottlenecks, follow-up gaps, workload patterns, and productivity opportunities.
- Provide recurring and ad hoc analytics that connect call center activity to sales outcomes and conversion efficiency.
Campaign Performance & Lead-to-Sale Funnel Insights
- Evaluate campaign performance across the lead-to-sale funnel, including lead volume, speed-to-contact, contactability, quote progression, conversion, sales, premium, and drop-off points.
- Compare campaign and lead-source performance to highlight where DSU/SISU efforts are generating the strongest return and where intervention may be needed.
- Develop insights and recommendations that support campaign optimization, prioritization, and sales follow-up strategies.
Dashboard Development & Data Visualization
- Build, maintain, and enhance clear, actionable dashboards for DSU and SISU leadership using approved reporting and visualization tools.
- Design dashboards that provide leadership with timely visibility into daily, weekly, monthly, and campaign-level performance.
- Ensure reports and dashboards are intuitive, accurate, and focused on metrics that support operational decision-making.
Central Analytics Point of Contact
- Serve as the central point of contact for DSU/SISU contact center analytics needs, including recurring reporting, ad hoc analysis, metric definitions, and performance deep dives.
- Coordinate with Distribution Analytics, data engineering, marketing, sales operations, and channel leaders to align reporting logic and ensure consistent interpretation of results.
- Translate stakeholder questions into structured analyses and communicate findings in a practical, business-ready manner.
Data Accuracy, Governance & Continuous Improvement
- Validate data sources, definitions, and calculations to ensure reporting accuracy, consistency, and credibility.
- Document key metric definitions, reporting assumptions, and recurring dashboard logic for continuity and transparency.
- Proactively recommend enhancements to DSU/SISU reporting, analytics processes, and data capture practices.
Position Success Criteria
- Strong analytical skills with expertise in sales performance analysis, contact center metrics, funnel analytics, trend analysis, and identifying actionable insights.
- Ability to convert operational data into concise recommendations for DSU/SISU leaders and cross-functional stakeholders.
- Proficiency in data visualization tools such as Power BI or Tableau, with advanced Excel capabilities.
- Strong communication skills with the ability to present complex data clearly to both technical and non-technical audiences.
- Detail-oriented approach with a commitment to high standards of data integrity, consistency, and documentation.
- Ability to manage recurring reporting routines while also supporting ad hoc business questions and emerging leadership priorities.
QualificationsQualifications
- Bachelor's degree in data science, Actuarial Science, Analytics, Marketing, Business, Finance, or related field.
- 3-7 years of data analytics, business analytics, sales analytics, actuarial, or related experience with a focus in insurance, contact center, or distribution analytics
- Solid understanding of sales funnels, lead management, campaign measurement, distribution channels, and operational KPIs.
Preferred Qualifications
- Experience supporting contact center, telephone sales, distribution, sales operations, or performance management teams.
- Familiarity with CRM systems, lead management platforms, call center reporting, sales funnel tracking, and campaign performance measurement.
- Experience developing dashboards and recurring KPI reporting for leadership audiences.
- Strong project management and organizational skills, including the ability to manage multiple reporting cycles and stakeholder requests.
- Background collaborating with marketing, sales, data engineering, operations, and analytics teams
While performing the duties of this job, the employee is frequently required to stand, walk, sit, use hands and fingers to handle, or feel, talk, hear, and concentrate. Specific vision abilities required by this job include close vision, distance vision, depth perception, and ability to adjust focus.
This job requires the ability to perform duties contained in the job description for this position, including, but not limited to, the above requirements. Reasonable accommodation will be made for otherwise qualified applicants as needed to enable them to fulfill these requirements.
