Broker Sales Analyst

About the role

This is a hybrid role based in New York or Alpharetta. Allianz Commercial (AzC) employs the brightest, most passionate people in the insurance industry. We invest in our people through training and professional development while supporting you along the way—all so you can meet your career goals. To us, the most important measure of our success is yours.

Responsibilities

• Develop and maintain reports and dashboards using AI, Salesforce, Power BI, and Excel to support Distribution activities, including timely production of leading KPIs and broker analysis
• Analyze data across brokers, lines of business, and zones to identify trends, surface actionable insights, and highlight growth, cross-sell, and up-sell opportunities
• Maintain and improve data quality in SFDC and across systems; oversee administration of sales-related data and ensure outputs are clear, relevant, and usable for stakeholders
• Monitor and support effective use of SFDC, including data exchange with corresponding systems
• Support Distribution priorities and strategic initiatives, including business pipelines, broker insights, and the Originate > Execute > Retain framework
• Leverage AI and machine learning — including the creation of AI agents — to enhance sales forecasting, pipeline management, and decision-making
• Identify opportunities to improve efficiency, data utility, and reporting processes; support continuous improvement of tools and workflows
• Proactively communicate progress, issues, and deviations from agreed plans, and build strong working relationships with key stakeholders

Requirements

Proficiency with AI tools, including the ability to build and deploy AI agents
Hands-on experience with Microsoft Excel, Power BI, and SQL for data analysis and visualization
Working knowledge of Salesforce.com (application, objects, reporting, and dashboards); familiarity with related systems such as A+, Amanda, Spinnaker, or WINS is a plus
Understanding of P&C insurance industry standards and terminology

General Skills

• Strong analytical mindset, with the ability to interpret complex datasets and translate them into clear, actionable insights
• Attention to detail and a proactive, solutions-oriented approach
• Excellent written and verbal communication skills, with confidence engaging colleagues at all levels across the organization

Technical Skills

• Proficiency with AI tools, including the ability to build and deploy AI agents
• Hands-on experience with Microsoft Excel, Power BI, and SQL for data analysis and visualization
• Working knowledge of Salesforce.com (application, objects, reporting, and dashboards); familiarity with related systems such as A+, Amanda, Spinnaker, or WINS is a plus
• Understanding of P&C insurance industry standards and terminology

Pay

The annualized base pay range for this role is $62,884 - $95,107. The actual salary for this position may be above and will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate.

Schedule

This is a hybrid role.