Jobs · Sales

Senior Analyst, DTC Analytics

AAA Life Insurance Company · Livonia, MI · 1 mo ago
RemoteRemoteSalesFull-time
We need to produce HTML fragment with sections for headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections where there is real specific content. The posting includes Overview (company description) maybe "About the role"? There's "Overview Why AAA Life" which is about company. Could map to "About the role". Also "How You’ll Work" includes Work Solution: Remote, Relocation Eligibility: N/A. That's not specific content? It says Remote, but relocation eligibility N/A is placeholder; we should not include a section for Schedule or Pay unless stated. There's no explicit Pay or Benefits. So we should not create those sections. We have Responsibilities (list). Qualifications (list). Also there is "Position Success Criteria" which could be Skills? Might map to Skills section. Also there are "Preferred Qualifications" which could be part of Qualifications or separate? We can combine. We must not repeat job title. No Job ID. We need to preserve all substantive information, not invent. Remove boilerplate: EEO, immigration sponsorship, etc. Also remove "While performing the duties..." etc? That's part of qualifications? It's about physical requirements; maybe we keep as part of Qualifications? It's substantive but maybe not needed? It's about physical requirements; we could keep under Qualifications as a note. But we should not include EEO statement. We need to use

for section headings. Use
  • for any list of duties/requirements/benefits, and

    for prose. We need to decide sections: About the role (company overview), Responsibilities, Qualifications (including required and preferred), Skills (maybe from Position Success Criteria). Could also include "Work Solution" as part of About the role? Might be separate "Work Arrangement"? Not in allowed headings. So we could incorporate remote info into About the role as a paragraph. We must not create Pay/Benefits/Schedule sections unless posting actually states them. It does not state pay or benefits. So omit. Thus output:

    About the role

    AAA Life is a respected and trusted American brand that has been focusing on Life Insurance and Annuity Products since 1969. At AAA Life we have over 1.8 million policies where we take pride in earning the trust of our policyholders who understand our promise to be there for them – and their families – when we’re needed most. By joining the AAA Life team, you are joining a company that genuinely cares about helping each other, with a devotion to protect the lives of those around us. We embrace a diverse, equitable, inclusive culture where all associates can feel a sense of belonging and use their unique talents and perspective to influence, innovate, motivate, and thrive. Work Solution: Remote. Relocation Eligibility: N/A.

    But note: "Relocation Eligibility: N/A" is placeholder; we should not include filler like N/A. The instruction: never emit a heading followed by filler/placeholder text (e.g., "commensurate with experience", "not specified", "N/A", "varies", "TBD") and never create Pay/Schedule/Benefits sections unless the posting actually states them. So we should not include "Relocation Eligibility: N/A" as it's placeholder. So we can omit that line. Keep only remote. Thus About the role paragraph: mention remote. Now Responsibilities: list each bullet. We need to extract responsibilities from the "Responsibilities" section: bullet points: - 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. We need to put each as
  • . Could combine sentences but keep as list items. Now Qualifications: required qualifications bullet list: - 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 (maybe also under Qualifications). We'll include as part of Qualifications section but could separate? The instruction: prefer few substantive sections over many thin ones. So we can combine required and preferred under Qualifications, maybe with subheadings? But we cannot add extra headings beyond allowed ones. Could just list all qualifications, marking preferred as optional? Might be okay to list both. Also there is "While performing the duties..." physical requirements. That's also a qualification? Could include as part of Qualifications. Also "Reasonable accommodation will be made..." is EEO boilerplate; remove. Also "We are committed to ensuring equal employment opportunities..." remove. Also "AAA Life Insurance Company does not offer immigration sponsorship..." remove. Thus Qualifications section includes: - 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: Experience supporting contact center, telephone sales, distribution, sales operations, or performance management teams. - Preferred: Familiarity with CRM systems, lead management platforms, call center reporting, sales funnel tracking, and campaign performance measurement. - Preferred: Experience developing dashboards and recurring KPI reporting for leadership audiences. - Preferred: Strong project management and organizational skills, including the ability to manage multiple reporting cycles and stakeholder requests. - Preferred: Background collaborating with marketing, sales, data engineering, operations, and analytics teams. - Physical requirements: 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. We need to ensure we don't include boilerplate like "Reasonable accommodation will be made..." which is EEO; remove. Now Skills section: from 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. We'll put as
    • . Now About the role paragraph: include remote work. We must not repeat job title. No other headings. Thus final HTML fragment:

      About the role

      AAA Life is a respected and trusted American brand that has been focusing on Life Insurance and Annuity Products since 1969. At AAA Life we have over 1.8 million policies where we take pride in earning the trust of our policyholders who understand our promise to be there for them – and their families – when we’re needed most. By joining the AAA Life team, you are joining a company that genuinely cares about helping each other, with a devotion to protect the lives of those around us. We embrace a diverse, equitable, inclusive culture where all associates can feel a sense of belonging and use their unique talents and perspective to influence, innovate, motivate, and thrive. Work Solution: Remote.

      Responsibilities

      • 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.
      • 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.
      • 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.
      • 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.
      • 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

Similar jobs

Senior Analyst, Analytics

Publicis CollectiveChicago, IL· 1 mo ago
Business Development$73k/yrapply on careers.publicisgroupe.com