Senior Analyst, DTC Analytics

This is a fully remote position, open to applicants in Michigan.

📋 Description

• Provide standardized, recurring sales performance reporting for DSU and SISU.

• Develop reporting views segmented by team, campaign, lead source, agent, time frame, and operational area.

• Detect performance variances against targets, trends, and expectations, and summarize key drivers.

• Assess call drivers, inbound and outbound activities, disposition outcomes, response patterns, and customer engagement trends.

• Identify operational bottlenecks, follow-up gaps, workload trends, and productivity opportunities with DSU/SISU leaders.

• Deliver both recurring and ad hoc analytics that link call center activities to sales outcomes and conversion efficiency.

• Evaluate campaign effectiveness throughout the lead-to-sale funnel.

• Compare performance across campaigns and lead sources, recommending optimization strategies and sales follow-up approaches.

• Construct, maintain, and enhance dashboards for DSU and SISU leadership utilizing approved reporting and visualization tools.

• Ensure daily, weekly, monthly, and campaign-level visibility into performance metrics.

• Act as the primary analytics contact for DSU/SISU contact center analytics requirements.

• Collaborate with Distribution Analytics, data engineering, marketing, sales operations, and channel leaders.

• Convert stakeholder inquiries into structured analyses and convey actionable insights.

• Verify data sources, definitions, and calculations.

• Document metric definitions, reporting assumptions, and the logic behind dashboards.

• Propose enhancements to reporting, analytics processes, and data collection practices.

⛳️ Requirements

• Bachelor’s degree in data science, Actuarial Science, Analytics, Marketing, Business, Finance, or a related field.

• 3–7 years of experience in data analytics, business analytics, sales analytics, actuarial work, or similar roles, particularly in insurance, contact center, or distribution analytics.

• Strong understanding of sales funnels, lead management, campaign evaluation, distribution channels, and operational KPIs.

• Proficient in data visualization tools like Power BI or Tableau.

• Advanced Excel skills.

• Excellent analytical capabilities in sales performance assessment, contact center metrics, funnel analytics, and trend analysis.

• Ability to translate operational data into clear recommendations.

• Strong communication skills suitable for both technical and non-technical audiences.

• Dedication to data integrity, consistency, and thorough documentation.

• Capability to manage regular reporting routines and respond to ad hoc business inquiries.

• AAA Life Insurance Company does not provide immigration sponsorship; applicants should not currently require or may require employer-sponsored immigration assistance.

• Preferred: experience in supporting contact center, telephone sales, distribution, sales operations, or performance management teams.

• Preferred: knowledge of CRM systems, lead management tools, call center reporting, sales funnel tracking, and campaign performance evaluation.

• Preferred: experience in developing dashboards and recurring KPI reporting for leadership audiences.

• Preferred: strong project management and organizational abilities.

• Preferred: experience collaborating with marketing, sales, data engineering, operations, and analytics teams.

🏝️ Benefits

• Remote work arrangement.

• Commitment to equal employment opportunities.

• Reasonable accommodations for otherwise qualified applicants.