Consumer Lines Business Analyst

Chubb

San Juan, PR

Full Time

Entry Level

about 2 months ago

Job Description

About the Role

This role will support the Consumer Lines sales and digital marketing departments with the daily internal and external operational tasks. The position reports to the Consumer Lines head and is based in Puerto Rico. The ideal candidate should be organized, detail-oriented, and capable of collaborating effectively with various departments, sponsors, and brokers. It requires a proactive individual with strong analytical skills, excellent communication abilities, and a basic understanding of digital marketing, telemarketing campaigns, and sales KPIs. This role is essential for driving the company's Consumer Lines initiatives and supporting sales efforts, contributing to the organization's growth and success.

Key Responsibilities

Collaborate with cross-functional teams, including sales, underwriting, and customer service, to ensure alignment on sales initiatives.
Communicate effectively with sponsors and brokers to support partnership development and sales strategies.
Track and create periodic local and regional sales and KPIs reports from all consumer lines channels of distributions and third parties.
Submit and track all marketing materials for internal and external approvals.
Support local and regional annual plans and periodic financial forecasts.
Update TPA's vendor management approvals, including actual and new vendors.
Support digital campaign implementation processes, including local and regional approvals and documentation.
Track and submit current and new agents licensing documentation and approval funnel.
Receive, analyze, and submit monthly financial bordereaux.
Manage telemarketing sales recordings.
Assist with other work-related duties and projects as necessary.
Utilize Salesforce and other CRM tools to manage customer relationships and track sales performance.
Analyze marketing data and sales metrics to assess campaign effectiveness and identify areas for improvement.
Create and manage content for social media platforms to enhance brand visibility and engagement.

Requirements

Strong organizational and detail-oriented skills.
Effective communication abilities.
Basic understanding of digital marketing, telemarketing campaigns, and sales KPIs.
Proactive attitude and ability to collaborate with various departments, sponsors, and brokers.
Ability to analyze data and generate reports.
Experience with CRM tools such as Salesforce.
Ability to manage multiple tasks including reporting, documentation, and campaign support.