This role provides operational and analytical support for territory leadership to optimize the implementation and performance of territory initiatives. Performs work with limited direction or guidance.
Conducts market research, analyzes data, and provides actionable insights and recommendations related to field operations such as sales performance, agent productivity, customer experience, and market trends to territory and market leadership.
Develops recommendations to improve sales productivity and to drive efficiencies.
Coordinates product rollouts, sales initiatives, communication strategies, technology integration, process optimization, and profitability actions.
Assists territory and market leadership with project management, presentation preparation, and communication initiatives.
Supports leadership on ad-hoc projects including problem-resolution as assigned.
Works across stakeholders to coordinate territory and market meetings including meeting agendas, communication, logistics, speakers, and content.
Performs other duties as assigned.
High School Diploma or equivalent required.
3-5 years of experience in insurance field operations, marketing or similar role required.
Experience with data analysis preferred.
Strong verbal and written communication skills.
Proven analytical skills (interpreting data to tell a story).
MS Suite (strong Excel skills, PowerPoint, etc.).
Able to solve problems with minimal direction/taking ownership of finding solutions.
Goal oriented team player with a positive attitude.
Excellent time management skills.
Organization & Planning skills.
Strong relationship building.
Bachelor's degree preferred.
Competitive salary commensurate with experience, qualifications and location.
Bonus Opportunity (based on Company and Individual Performance)