PRIMARY PURPOSE: To direct and manage a team that provides visibility into the life cycle of client vision from an enterprise intelligence perspective.
ESSENTIAL FUNCTIONS and RESPONSIBILITIES- Lead the Carrier and Captive analytics strategy and roadmap, setting priorities, sequencing investments, and building a dedicated capability aligned to business and client needs.
- Establish the data and governance foundation required to scale Carrier and Captive analytics, including entity hierarchy, mappings, metric definitions, source logic, and integration with broader enterprise data, Finance, and technology initiatives.
- Build actionable operational and leadership insights, translating complex multi-account, multi-policy, and parent/child structures into trusted rollups, metrics, and decision tools that show where attention or intervention is needed.
- Use analytics to drive client value and growth, partnering across Operations, Client Services, Finance, and Marketing to translate performance into stronger stewardship, renewal, cross-sell, and ROI narratives.
- Responsible for directing a team that manages business analytics and pipeline.
- Responsible for developing and overseeing client relationship management enterprise solutions.
- Responsible for providing strategic direction for business intelligence, contact management system, and client base intelligence analytics.
- Oversees business and communications engagement analytics and presents information to business key holders.
- May oversee budget management for the business area.
SUPERVISORY RESPONSIBILITIES- Administers company personnel policies in all areas and follows company staffing standards and training recommendations.
- Interviews, hires and establishes colleague performance development plans; conducts colleague performance discussions.
- Provides support, guidance, leadership and motivation to promote maximum performance.
QUALIFICATIONSBachelor's degree in a related field from an accredited college or university preferred. Ten (10) years of related experience or equivalent combination of education and experience required.
Skills & Knowledge- Excellent oral and written communication skills, including presentation skills
- PC literate, including Microsoft Office products
- Analytical and interpretive skills
- Strong organizational skills
- Excellent interpersonal skills
- Proven management/leadership skills
- Ability to create and complete comprehensive, accurate and constructive written reports
- Ability to work in a team environment
- Ability to meet or exceed Performance Competencies
WORK ENVIRONMENTWhen applicable and appropriate, consideration will be given to reasonable accommodations.
Mental: Clear and conceptual thinking ability; excellent judgment, troubleshooting, problem solving, analysis, and discretion; ability to handle work-related stress; ability to handle multiple priorities simultaneously; and ability to meet deadlines
Physical: Computer keyboarding, travel as required
Auditory/Visual: Hearing, vision and talking
The statements contained in this document are intended to describe the general nature and level of work being performed by a colleague assigned to this description. They are not intended to constitute a comprehensive list of functions, duties, or local variances. Management retains the discretion to add or to change the duties of the position at any time.#LI-TS#
