Regional Sales Analytics Director

Travelers Insurance

(Chicago, Illinois)
Full Time
Job Posting Details
About Travelers Insurance
In an uncertain world, Travelers is an insurance leader, committed to keeping pace with the ever-changing needs of our customers, and anticipating their needs for the future. There is no stronger testament to our dedication to protecting customers from loss than our continued innovation and ability to transform our industry.
Summary
Under General Direction, provides financial , analytic and marketing support to assigned Personal Insurance Field Sales region(s). Partners with RVP's, Channel CFO, and agency managers to set and achieve targeted PL business results. Incumbent manages others. General Direction: Establishes procedures for attaining specific goals and objectives in a broad area of work. Generally final results are reviewed.
Responsibilities
Financials/Analytics: Conducts post audits on regional marketing, underwriting, and pricing programs to determine financial impact on region's business results, and identify opportunities for program improvements. Interprets and communicates controllable Income at countrywide, regional and individual sales staff levels. Monitors financial and production results to ensure accuracy, assess impact, and identify opportunities for improving business results. Assists RVP's in developing and monitoring regional budget, including production and expenses. Analyzes and identifies opportunities for improving expenses. Analyze financials for business activities with agencies and other parties. (e.g.book/block transfers) Influence: Recommends action steps or strategies to regional and senior management Accesses management information from various systems. Formats, analyzes, interpret sand presents information to regional and senior management. Makes appropriate recommendations and negotiates with agencies on compensation. Assists in identifying, analyzing and preparing recommendations and negotiating regional and national business opportunities (e.g., agency deals, etc.) with clients. Obtains multiple assessments of a situation, review facts, weighs options and recommends most advantageous course of action to influence business results. Systematically identifies problems and evaluates alternative solutions. Uses appropriate tools. using appropriate tools to define problems and Strategic Planning: Assists RVP in developing and implementing marketing strategies with assigned agencies to achieve positive business results. Manages multiple projects/tasks at once for timely and quality results. Leadership: Manages a staff of Field Sales Operations Managers, Sales Specialists, or Administrative Assistants. Provides regional staff with guidance on strategic direction of the region and assists in motivating staff toward desired business results. Other duties as assigned.
Ideal Candidate
**Education, Work Experience & Knowledge** Minimum of 5 years sales operations functions. Personal lines business experience preferred. Bachelor's degree in Business or equivalent experience Minimum of 2 years management experience. Thorough knowledge of financial reporting structure and reporting systems. Thorough Microsoft Excel, PowerPoint, and Access software. Knowledge of Personal Lines systems preferred. Thorough understanding of the Property-Casualty business, Personal Lines and the Independent Agency system. Thorough Personal Insurance product knowledge. Thorough understanding of insurance business financials **Job Specific & Technical Skills & Competencies** Strong analytical skills including the ability to draw conclusions from analysis and make initial recommendations. Advanced ability to analyze multiple sources of information and develop alternative solutions. Advanced ability to quantify impact of various activities. Strong communication skills and advanced ability to clearly present ideas and concepts (orally and written) to management, regional staff, customers, other stakeholders and influence outcomes. Advanced problem solving skills. Advanced business acumen with Sales and Marketing knowledge. Advanced ability to effectively negotiate with business partners while building/maintaining long-term relationships. Advanced ability to plan and manage a project through implementation, involving coordination with various business units. Familiarity with other distribution systemss. Advanced: Demonstrates advanced knowledge and ability and can apply the competency in new or complex situations. May guide other professionals.

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