Distribution Reporting Specialist

AAA-The Auto Club Group

1d•Hybrid

About The Position

The Distribution Reporting Specialist will work independently to support the Distribution Reporting team by participating in various projects from a reporting and analysis perspective. This role serves as a subject matter expert, providing advanced insight and counsel in analysis, modeling, and forecasting, and contributes to overall project strategy and effective utilization of reports to drive business decisions. The specialist will be involved in implementing initiatives for employee, independent agent, or entrepreneurial agent distribution channels across all lines of business, including P&C Insurance, Life Insurance, Travel, Membership, and Banking. Key responsibilities include performing complex reporting and data analysis, managing budgetary activities, acting as a liaison with internal and external partners, leading projects, conducting needs assessments, forecasting outcomes, reviewing business plans, and performing return on investment analysis. The role also involves collaborating with leaders to identify opportunities for improved business results through modeling and analytics, preparing and distributing various reports, collecting and analyzing sales-related data, and maintaining knowledge of reporting systems and technology platforms.

Requirements

Bachelor Degree in Business Administration, Statistics, Finance, Marketing or a relevant field
Two years of experience in reporting and exploratory data analysis
Professional work experience in analytics, business analytics and/or building statistical modeling, to include some or all of the following: Using tools for statistical analysis and database querying in support of analytics
Professional work experience in analytics, business analytics and/or building statistical modeling, to include some or all of the following: Utilizing desktop computing skills, including use of one or more word-processing, spreadsheet and presentation graphics software programs
Professional work experience in analytics, business analytics and/or building statistical modeling, to include some or all of the following: Conducting risk assessments and root cause analysis
Professional work experience in analytics, business analytics and/or building statistical modeling, to include some or all of the following: Evaluating effectiveness and efficiency of systems and business strategies
Professional work experience in analytics, business analytics and/or building statistical modeling, to include some or all of the following: Cost/benefit analysis
Professional work experience in analytics, business analytics and/or building statistical modeling, to include some or all of the following: Analyzing performance problems
Professional work experience in analytics, business analytics and/or building statistical modeling, to include some or all of the following: Budget preparation, analysis and maintenance
Professional work experience in analytics, business analytics and/or building statistical modeling, to include some or all of the following: Preparing and presenting information to management
Professional work experience in analytics, business analytics and/or building statistical modeling, to include some or all of the following: Modeling and monitoring financial projections for region
Professional work experience in analytics, business analytics and/or building statistical modeling, to include some or all of the following: Gathering, researching, and analyzing data to develop recommendations for management review
Professional work experience in analytics, business analytics and/or building statistical modeling, to include some or all of the following: Working with third party/outside vendors
Knowledge of: Reporting, modeling and analytic techniques
Knowledge of: Insurance products, services and distribution channels
Knowledge of: Project planning and management techniques
Ability to: Analysis and interpretation of data
Ability to: Prepare and present materials
Ability to: Achieve stated objectives within designated time frame
Ability to: Create and interpret sales models, results and return on investment reporting
Ability to: Provide analytical skill/content knowledge to contribute to team effort
Ability to: Provide input on work process enhancements
Ability to: Work with others in a team environment
Ability to: Interact with representatives of various business units
Ability to: Develop and present complex reports
Ability to: Demonstrate customer service skills
Ability to: Take project from beginning stages to completion with minimal supervision

Nice To Haves

Experience: Coordination of business technology solutions
Experience on business technology solutions: Distribution Agent Reporting Technology experience, P&C insurance projects/programs, or reporting projects/programs
Professional work experience in sales analytics, business analytics and/or building statistical modeling, to include some or all of the following: Using tools for statistical analysis and database querying in support of analytics
Professional work experience in sales analytics, business analytics and/or building statistical modeling, to include some or all of the following: Conducting risk assessments and root cause analysis
Professional work experience in sales analytics, business analytics and/or building statistical modeling, to include some or all of the following: Interpreting sales practices and procedures
Professional work experience in sales analytics, business analytics and/or building statistical modeling, to include some or all of the following: Working on projects, ensuring deliverable quality, tracking progress, and reporting status
Professional work experience in sales analytics, business analytics and/or building statistical modeling, to include some or all of the following: Collaboration across distribution, product, data, IT delivery, and analytic teams
Professional work experience in sales analytics, business analytics and/or building statistical modeling, to include some or all of the following: Data from disparate products and reporting needs
Professional work experience in sales analytics, business analytics and/or building statistical modeling, to include some or all of the following: Salesforce/DART knowledge and best practices when creating new features or processes
Knowledge of: Sales industry practices and procedures
Knowledge of: Sales techniques and delivery systems
Knowledge of: The Auto Club Group/AAA products and services
Knowledge of: Employee Agent, Entrepreneurial Agency and/or Independent Agency distribution channels, including: P&C Insurance, Life Insurance, Travel, and Call Center Agents
Knowledge of: Property and Casualty industry practices and procedures
Knowledge of: AAA Insurance Link (Guidewire) or Distribution Agent Reporting Technology or similar process

Responsibilities

Work independently to support the Distribution Reporting team by participating on various projects from a reporting and analysis perspective
Serve as a subject matter expert on projects by providing advanced insight and trusted counsel in the areas of analysis, modeling and forecasting
Provide input on overall project strategy and the effective utilization of reports and analysis to drive business decisions
Participate in the implementation of initiatives to support employee, independent agent or entrepreneurial agent distribution channels across all lines of business (e.g. P&C Insurance, Life Insurance, Travel, Membership, and Banking)
Perform and interpret highly complex reporting, analysis and modeling data
Responsible for budgetary activities, to include but not limited to reporting, modeling, analysis and collaboration with Finance and field reporting teams
Serve as a liaison and maintain positive relationships with internal and external partners
Lead projects or components of project(s) that will positively affect Field Distribution activities across the corporate footprint
Conduct needs assessments to determine the reporting/analytic needs
Forecast project outcomes, potential issues and recommendations for improvements
Review business plans, product reports and forecasting models to interpret additional action items
Conduct return on investment analysis to determine effectiveness of various initiatives and plans
Maintain project documentation and provide updates to management on a periodic basis
Collaborate with leaders within Field Distribution and Operations, as well as other departments across the ACG enterprise, to identify and evaluate opportunities to utilize modeling and analytics to drive improved business results
Prepare and distribute various reports for use by Field Distribution teams across all distribution channels
Collect, structure, analyze and distribute data related to sales trends, product pricing, performance and profitability metrics, and other sales-related statistics (e.g. score carding, promotional tracking)
Produce, analyze, and communicate reports that provide insight and guidance for sales strategy development and maximizing sales efficiencies (e.g. on-going and historical metrics to determine the return on investment)
Maintain ongoing knowledge of reporting systems and techniques used to model and analyze sales activities
Assist field users with technology platforms that house reporting and production information