Data Analyst

This role involves managing incentives, analyzing agency performance, preparing persistency reports, and ensuring compliance with industry standards.

MAIN RESPONSIBILITIES

Strategy

1. Develop and implement a comprehensive data analysis strategy.
2. Design incentive programs to motivate and reward agency performance.
3. Analyze persistency data to identify trends and recommend strategies for improving retention rates.
4. Establish performance benchmarks for agencies and individuals to measure and compare performance
5. Ensure data analysis activities comply with industry regulations and internal policies.
6. Provide strategic insights and recommendations to senior management based on data analysis to drive business growth and efficiency.

Operational

1. Gather, clean, and prepare data from various sources to ensure accuracy and completeness for analysis.
2. Prepare detailed persistency reports to track policy retention and identify areas for improvement.
3. Conduct detailed analyses of agency performance, identifying strengths, weaknesses, and opportunities for improvement.
4. Create and distribute performance reports for individual agents, highlighting key performance indicators and areas for development.
5. Perform trend analysis to identify emerging patterns and insights that can inform strategic decision-making.

KEY DELIVERABLES FOR THIS POSITION

1. Comprehensive data analysis strategy and implementation plan.
2. Detailed incentive program analysis reports and recommendations.
3. Persistency reports with insights and improvement strategies.
4. Agency and individual performance analysis reports.
5. Regulatory reports and compliance documentation.
6. Data quality assurance processes and documentation.