Note: The job is a remote job and is open to candidates in USA. AAA Life Insurance Company is a life insurance and annuity provider seeking a Senior Analyst, DTC Analytics. The role delivers sales performance, contact center, campaign funnel, and dashboard analytics for DSU/SISU leadership while serving as a central analytics contact and ensuring data accuracy and governance.
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 structured analyses and communicate findings in a practical, business-ready manner
- 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
Skills
- 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
- 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
- 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
- AAA Life Insurance Company does not offer immigration sponsorship for this position. This includes visa types such as H-1B, TN, and STEM OPT. Please do not apply if you currently require or may require employer-sponsored immigration support now or in the future
- Experience supporting contact center, telephone sales, distribution, sales operations, or performance management teams
- Familiarity with CRM systems, lead management platforms, call center reporting, sales funnel tracking, and campaign performance measurement
- Experience developing dashboards and recurring KPI reporting for leadership audiences
- Strong project management and organizational skills, including the ability to manage multiple reporting cycles and stakeholder requests
- Background collaborating with marketing, sales, data engineering, operations, and analytics teams
Benefits
- Remote work arrangement
Company Overview