Senior Insurance Product Analyst

Job Overview

The Senior Insurance Product Analyst plays a critical role in optimizing the firm’s insurance platform by driving data-driven insights, enhancing partner performance, and improving operational efficiency across Broker General Agencies (BGAs) and carrier relationships.

Responsibilities

• Partner Performance & Governance

• Manage and monitor service level agreements (SLAs) and performance expectations across BGAs and insurance carriers
• Evaluate partner performance using KPIs such as turnaround times, placement ratios, case cycle time, and service quality
• Develop and maintain partner scorecards and provide regular performance reporting to leadership
• Identify trends and recommend actions to enhance service delivery and advisor satisfaction
• Act as an escalation point to resolve service issues and ensure timely issue resolution

• Data Analytics & Reporting

• Track and analyze pipeline metrics, conversion rates, placement, and revenue performance across the insurance business
• Build and maintain dashboards and reporting tools to provide transparency into business performance
• Deliver actionable insights to support distribution strategy, advisor engagement, and product utilization
• Support leadership with forecasting and trend analysis

• Technology & Platform Enablement

• Serve as a liaison with BGA and carrier technology teams to support integrations and system enhancements
• Enable and promote adoption of digital application tools, e-submission, and straight-through processing capabilities
• Support data integration initiatives between internal systems and external partners
• Participate in testing, rollout, and optimization of insurance technology solutions
• Identify opportunities to improve the end-to-end digital experience for advisors

• Operations & Process Optimization

• Coordinate and resolve commission-related issues, including supporting expanded utilization of DTCC and automated reconciliation processes
• Identify operational inefficiencies and implement process improvements to increase speed, accuracy, and scalability
• Partner with internal operations and supervision teams to improve workflow coordination and case throughput
• Monitor key operational metrics and drive initiatives to improve placement rates and cycle times

• Marketing, Events & Content Oversight

• Coordinate event and meeting planning with BGAs and carriers, including advisor events and joint initiatives
• Partner with internal compliance and marketing teams to review and approve BGA and carrier sales materials
• Ensure all materials meet firm standards, regulatory requirements, and brand guidelines
• Support execution of joint marketing campaigns and advisor engagement efforts

• Cross-Functional Collaboration

• Collaborate with stakeholders across insurance, distribution, compliance, technology, and operations teams
• Provide insights and support to enhance advisor enablement and sales effectiveness
• Ensure alignment between platform capabilities and advisor needs
• Support internal stakeholders with analysis, reporting, and strategic recommendations

• Strategic Initiatives & Platform Expansion

• Assist in initiatives to enhance and expand the firm’s insurance offerings and platform capabilities
• Evaluate new tools, partners, and solutions to improve performance and scalability
• Contribute to building a modern, data-driven insurance operating model
• Support special projects aligned with growth, innovation, and advisor experience improvement

Requirements

• Bachelor’s degree in Finance, Business, Economics, Data Analytics, or related field
• 5–8 years of experience in insurance, wealth management, broker-dealer operations, or financial services
• 5-8 years of experience working with data analytics, reporting tools, and CRM systems

Core Competencies

• Strong understanding of life insurance, annuities, and distribution through
• Familiarity with insurance operations, underwriting lifecycle, and commission processes (DTCC experience a plus)
• Analytical mindset with the ability to interpret data, solve complex problems, and translate findings into actionable business recommendations
• Strong project management, organizational, and execution skills with a focus on process improvement and attention to detail
• Techically proficient with data tools, reporting platforms, and digital workflows

Preferences

• Experience working with Broker General Agencies (BGAs), insurance carriers, or insurance distribution platforms within the financial services industry
• Advanced proficiency with data visualization and reporting tools such as Power BI, Tableau, or similar business intelligence platforms
• Experience supporting technology implementations, system integrations, or digital workflow enhancements that improve operational efficiency and advisor experience