Process Improvement Leader/Sales Analyst

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Date Posted: 7/30/2021

Reference No.: 2021-0226

Position Type Regular Full-Time

Process Improvement Leader / Sales Analyst

 

Summary

The Process Improvement Leader / Sales Analyst provides day-to-day support to internal and external stakeholders, provides technical expertise to Account Executives and Producers and negotiates, prepares and manages sales related documentation and activity. The process improvement leader/ Sales Analyst is expected to perform well in the Sales Analyst role, while increasing both expertise and scope of responsibility, for 6-12 months prior to moving to a full time role as a process improvement leader.  Those showing strongest leadership, execution and process improvement results are targeted to move into bubble assignments on key high impact projects or supervision roles within 24 to 36 months.  

This role is perfect for a critical thinker and creative problem solver who is eager to drive projects to completion for real business result improvement. 

 

Responsibilities

  • Ensure the regional goals are achieved through the collaborative, proactive and effective execution of sales activity and problem resolution for internal and external stakeholders

  • Ensure the effective negotiation, coordination and delivery of administrative, renewal, plan amendment and new business documentation

  • Ensure the profitability of group business through the subsidy application to sales and renewal activity within defined parameters

  • Engage in proactive discussions with internal and external stakeholders to support the retention and development of business 

  • Respond to Distribution Partner requests; negotiate pricing within defined parameters; collaborate with internal and external stakeholders to develop creative solutions that support business objectives

  • Act as key contact with distribution partners and internal stakeholders; escalate issues to management as required

  • Ensure relevant documentation is maintained to facilitate team collaboration

  • Ensure sales automation tool is updated and maintained on a timely basis

  • Develop and present business case to support pricing decisions; conduct risk assessment and make decisions on final pricing within defined parameters

  • Identify and communicate issue or implementation concerns and act to resolve issues; escalate issues as required

  • Ensure effective communication to internal and external stakeholders 

  • Support development of Management Systems (process controls, metrics & reporting, training, etc.) to achieve the following objectives:

    • business context and process learning

    • performance evaluation (speed to learn, quality of work, work ethic, team work, etc.)

    • credibility (with Distribution team by helping improve the processes in their area of work)

    • capacity (inclusion in our broadening cross-trained sprint capacity - even after they likely move onto other roles)

    • Identify opportunities to improve Distribution processes; develop and implement training programs and workflow and process improvements.

    • Develop, implement and review programs and policies to support strategic and operational objectives including the development of best practices and protocols.

  • Identify and escalate situations to Senior Management that present a potential high risk and provide guidance and recommendations to staff and Senior Management in the resolution of escalated issues

 

Skills / Knowledge / Education

  • University degree in Engineering, Math, Science, Computer Science, Data Analytics, Economics, Business, Commerce, etc.

  • Mix of skills developed via some combination of education & experience in:

    • data science/analytics/visualization, 

    • design & systems thinking, 

    • project management, 

    • business analytics, 

    • finance or economics,

    • other related work or educational programs

    • customer relationship management

  • 5+ years work experience in group insurance/financial services industry, project management or leading teams 

  • Knowledge of word processing, spreadsheet, email, internet and database software

  • Analytical, decision-making and problem solving skills

  • Communication, negotiation, persuasion and presentation skills

  • Creative problem solver / data-based root cause solution bias

  • Able to influence / inspire / energize / coach / lead others & create urgency for change 

  • Project Management skills: Ability to develop and implement plans, anticipates current and future needs and objectives; manages resources and ensures tasks are completed on time and within budget

  • Ability to prioritize and balance multiple tasks or projects 

  • Tact, diplomacy and the ability to handle confidential information

 

Working Conditions

  • Office environment

  • Prolonged periods of concentration and attention to detail

  • Prolonged periods of sitting while using a computer and/or telephone

  • May be required to work overtime

  • Travel may be required

In business for more than 90 years, with our head office in Kingston, Ontario, Empire Life continues to grow with offices across the country. Our success is based on a commitment to being approachable and responsive to the needs of our clients and distribution partners, on consistently solid investment performance and on faith in our employees as future leaders.

For regular full-time positions, Empire Life offers a competitive salary and comprehensive benefits package including a bonus plan and opportunities for career development.

If you are looking for an exciting opportunity and to build a career in an innovative and dynamic organization, submit your resume by clicking on Apply Now.
 
We thank all applicants for their interest. However, only candidates selected for an interview will be contacted. Empire Life is an equal opportunity employer.