Broker Sales Analyst
Allianz Commercial is a leading insurance company that is seeking a Broker Sales Analyst to join their North American Distribution – Strategy & Field Operations team. The role involves supporting growth and retention by leveraging data and analytical tools to generate insights, while collaborating on sales operations and business development initiatives.
Responsibilities
- Develop and maintain reports and dashboards using AI, Salesforce, Power BI, and Excel to support Distribution activities, including timely production of leading KPIs and broker analysis
- Analyze data across brokers, lines of business, and zones to identify trends, surface actionable insights, and highlight growth, cross-sell, and up-sell opportunities
- Maintain and improve data quality in SFDC and across systems; oversee administration of sales-related data and ensure outputs are clear, relevant, and usable for stakeholders
- Monitor and support effective use of SFDC, including data exchange with corresponding systems
- Support Distribution priorities and strategic initiatives, including business pipelines, broker insights, and the Originate > Execute > Retain framework
- Leverage AI and machine learning — including the creation of AI agents — to enhance sales forecasting, pipeline management, and decision-making
- Identify opportunities to improve efficiency, data utility, and reporting processes; support continuous improvement of tools and workflows
- Proactively communicate progress, issues, and deviations from agreed plans, and build strong working relationships with key stakeholders
Skills
- Proficiency with AI tools, including the ability to build and deploy AI agents
- Hands-on experience with Microsoft Excel, Power BI, and SQL for data analysis and visualization
- Working knowledge of Salesforce.com (application, objects, reporting, and dashboards); familiarity with related systems such as A+, Amanda, Spinnaker, or WINS is a plus
- Understanding of P&C insurance industry standards and terminology
- Strong analytical mindset, with the ability to interpret complex datasets and translate them into clear, actionable insights
- Attention to detail and a proactive, solutions-oriented approach
- Ability to prioritize and manage time effectively in a fast-paced environment
- Excellent written and verbal communication skills, with confidence engaging colleagues at all levels across the organization
- 1–3 years of experience in data analysis, sales operations, business development, or a related analytical role; insurance or financial services experience preferred but not required
- Bachelor's degree in Business Administration, Economics (quantitative), Data Science, Statistics, or a related field
- External applicants must be legally authorized to work in the United States without the need for current or future employment-based sponsorship
- Insurance or financial services experience preferred but not required
Benefits
- Employees are also eligible for annual performance-based cash incentive awards
- Hybrid working model
- Flexible working arrangements
- Great compensation and benefits package (details vary by location), including a generous bonus scheme and pension
- Career development and digital learning programs
- International career mobility
- Lifelong learning for our employees worldwide
- Support for flexible working
- Health and wellbeing (including private healthcare and generous parental leave benefits)
- Helping people return from career breaks with experience that nothing else can teach
Company Overview