Consumer Lines Business Analyst (Finance)
JOB DESCRIPTION
Role Purpos
This role will support the Consumer Lines sales and digital marketing departments with the daily internal and external day to day operational tasks. This role will report to the Consumer Lines head and should be located in Puerto Rico. The ideal candidate will be organized, detail-oriented, and capable of collaborating effectively with various departments, sponsors, and brokers. This position 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, ultimately contributing to the growth and success of the organization.
Key Responsabilities
- 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 distrbutions and third parties.
- Sumbit and track all marketing materials for internal and external approvals.
- Local and regional supporting for annual plan and periodic financial forecasts.
- In charge of updating our TPA's vendor management approvals, including actual and new vendors.
- Support for our digital campaigns implementation process, including local and regional approvals and documentations.
- Track and submit current and new agents licencing documentation and approval funnel.
- Recieve, analyze and submit monthly financial bordereaux.
- Telemarketing sales recordings management.
- 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.
QUALIFICATIONS
ABOUT US
Chubb is a world leader in insurance. With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients. The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it. Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and physical disability, medical condition, genetic information, military and veteran status, age, and pregnancy or any other characteristic protected by law. Performance and qualifications are the only basis upon which we hire, assign, promote, compensate, develop and retain employees. Chubb prohibits all unlawful discrimination, harassment and retaliation against any individual who reports discrimination or harassment.
