Distribution Operations Analyst

JOB DESCRIPTION

Essential Duties & Responsibilities

Provide customer service for agencies, regions, UT / UA / underwriters and business units on coding, agency data, or reporting for specific agencies.

As required, will directly engage with broker and agents to understand the issue, determine the best course of action and resolve the situation in partnership with Underwriting resources.

Support Additional Compensation drafting process by verifying coding, key contacts, payment addresses, and ensuring calculations are reviewed.

Provide reports and high level analysis for regional leaders or agencies as directed to indicate progress and explain calculations to drive understanding of additional compensation agreements.

Participate in the annual audit of contracts to reflect changes due to agency results, mergers & acquisitions or business strategy.

• Train and support Administrative Assistants supporting Regional Sales and Business Unit leaders in leveraging supplemental compensation contracts, progress reports and statements and educating them on how the contracts work and how to interpret the reports.
• Responsible for partnering with agents / brokers and Underwriting resources to accurately build reporting and compensation hierarchies for our distribution partners which are impacted by M&A activity, dispositions or relocations.

Collaborate with the Operations Agency Team to ensure the strategic changes are accurately reflected in coding hierarchies.

Provide analytic support and training to Regional Sales Leaders and their staff for supplemental compensation, mergers & acquisitions, key personnel or structure changes, and evaluating prospective agencies.

Help to research and explain changes to coding or compensation.

• Partner with the Salesforce team and the Regional Sales Leaders and Business units or their administrative assistants ensure any agency changes that impact Salesforce are managed appropriately.
• Resolve statutory licensing / appointment escalations internally and externally including phone calls to the broker carrier licensing support teams.

As needed, engage with CNA Law Department to refine messaging and solve more complex problems.

• Participate in shaping business processes for agency maintenance and provide insight and recommendations for special projects involving agency coding, contracting or strategy changes.
• As required, will collaborate with FP&A, Technology, Legal and Operations to resolve issues and revise processes.
• Will be viewed as a subject matter expert for supplemental compensation contracts and reporting hierarchies.
• Provide project management across Operations, Underwriting and applicable sales leaders in the organization for coding changes requested by insureds or agencies as part of book of business purchases or code consolidations due to operational change.

Skills, Knowledge, & Abilities

• Knowledge of the insurance industry and the company's goals and objectives related to agencies, field operations and underwriting.
• Detail oriented with good analytical skills and desire to learn and optimize processes
• Strong organizational skills and ability to coordinate multiple tasks and meet deadlines
• Customer Service mentality with good collaborative and communication skills (written and oral) with ability to facilitate meetings of low complexity
• Ability to work independently
• Knowledge of Microsoft Office suite as well as other business-related software. Proficiency in Excel and Word.

Education & Experience

• Bachelor’s degree, in related discipline or equivalent experience
• Typically two years of relevant work experience.
• Insurance industry experience preferred
30+ days ago