Senior Analyst, Distribution Analytics

Overview

Why join?

 

Join us in revolutionizing an entire industry's customer engagement. We prioritize human connection through technology. If you're driven by purpose and want to make a meaningful impact on people's lives, this is the place for you. Our team challenges norms with the support of a trusted American brand.

• Purpose: A leading professional services firm found that AAA Life associates demonstrate some of the highest levels of commitment, empathy, and dedication when compared to top U.S. companies in a benchmark analysis.
• Growth: We have the privilege to offer our products to tens of millions of Americans that make up the AAA member base
• Focus is on “working families”, “everyday Americans”, “ordinary citizens”, “mainstream population” “average income households”, providing life insurance products that truly impact people's lives (more information will be provided in the interview).
• Team (Culture): USA Today named us a 2024 and 2025 top US workplace

 

Who are we looking for?

 

We are seeking a highly analytical and detail-oriented Senior Analyst, Distribution Analytics with significant experience in the insurance industry to join our team. In this role, you will be responsible for analyzing and optimizing the sales funnel across multiple channels, including Direct Mail, Digital, Field and Telephone Agent Sales. Your insights and recommendations will drive revenue growth, improve conversion rates, and enhance overall sales efficiency.

 

If you thrive in a data-driven environment and excel at identifying trends, creating compelling reports, and presenting actionable insights, we want to hear from you.

Responsibilities

How will you contribute?

Strategic Vision

• Collaborate with cross functional teams of analysts, report developers, data engineers to foster a culture of data-driven decision-making and continuous improvement.
• Support development and implementation of comprehensive analytics strategies aligned with the company’s distribution goals and objectives.
• Advise on strategic direction for sales funnel performance analysis, identifying growth opportunities and eliminating inefficiencies.

Executive & Board-Level Analysis & Presentations

• Support development of in-depth analyses and strategic insights to guide AAA Life Distribution Leaders, Executive Management, Board of Directors, and AAA federation partners in key decision-making.
• Craft compelling data-driven presentations that highlight trends, performance metrics, and strategic recommendations for distribution leadership.
• Support executive discussions with robust analytics that diagnose inefficiencies and uncover business opportunities.

Sales Funnel Analysis & Optimization:

• 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.

Data Accuracy & Insights:

• 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.

Reporting & Visualization:

• 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.

Cross-Team Collaboration & Strategic Alignment:

• 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

What do you offer?

• Bachelor’s degree in Data science, Actuarial Science, Analytics, Marketing, Business or related field
• 3-7 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 exp