The Distribution Enablement Analyst will support data projects, broker performance reporting, CRM management, and enhance distribution enablement functions with strong analytical skills.
You have a clear vision of where your career can go. And we have the leadership to help you get there. At CNA, we strive to create a culture in which people know they matter and are part of something important, ensuring the abilities of all employees are used to their fullest potential.
We are seeking a detail-oriented and analytical Distribution Enablement Analyst to join our National Distribution & Field Leadership team. The ideal candidate will support various distribution enablement functions, including data quality projects, broker engagement, and performance reporting. This role requires strong analytical skills, proficiency in data management tools, and the ability to collaborate with cross-functional teams.
JOB DESCRIPTION:
Reporting and Analytics Support
Data Quality and Management:
Contract and Compensation Management:
CRM and Pipeline Management:
Broker Engagement and Intelligence:
Process Improvement
Collaboration
Skills, Knowledge & Abilities:
Education & Experience:
At CNA, we are committed to providing equal employment opportunities to all employees and applicants. It is our policy to provide equal employment opportunities to employees and applicants based on job-related qualifications and ability to perform a job. If you require an accommodation during the hiring process or upon hire, please inform Human Resources. If a selected applicant requests accommodation during the recruitment process, CNA will consult with the applicant in order to provide suitable accommodation that takes into account the applicant's accessibility needs.
We are seeking a detail-oriented and analytical Distribution Enablement Analyst to join our National Distribution & Field Leadership team. The ideal candidate will support various distribution enablement functions, including data quality projects, broker engagement, and performance reporting. This role requires strong analytical skills, proficiency in data management tools, and the ability to collaborate with cross-functional teams.
JOB DESCRIPTION:
Reporting and Analytics Support
- Produce and continuously improve broker dashboards and analytics.
- Develop subject matter expertise in distribution enablement platforms and enterprise reporting tools.
- Prepare detailed reports on distribution performance, including sales, market penetration, and profitability metrics.
Data Quality and Management:
- Manage broker code administration.
- S upport data quality projects, including broker attributes and hierarchies (M&A activity).
- Aggregate production, supplemental compensation, and flow metric information into templates.
Contract and Compensation Management:
- Support the execution and management of broker agreements and additional compensation payments.
- Process vendor contracts, requisitions, invoices, and allocations of expenses.
- Partner with Legal and Supplemental Compensation resources for electronic contract execution and compliance.
CRM and Pipeline Management:
- Develop and manage sales pipelines using various data sources.
- Update opportunity, contact, and campaign records for pipeline management (Salesforce).
- Support optimization of the CRM platform across Canada.
Broker Engagement and Intelligence:
- Collect broker intelligence to align growth opportunities accurately.
- Assist with broker engagement projects, including branch updates, producer agreements, and regulatory notices.
- Support ad hoc projects and strategies across the Distribution Enablement function.
- Coordinate broker-related sponsorships, including payments and assets.
- Assist with the development, implementation, and measurement of broker engagement events.
Process Improvement
- Identify and implement process improvements to streamline tasks.
Collaboration
- Partner with Distribution Enablement, Data & Analytics, Underwriting, and other teams to enhance performance dashboards.
Skills, Knowledge & Abilities:
- Proven experience in data analysis, reporting, and project management.
- Strong analytical skills with the ability to interpret complex data sets.
- Proficiency in CRM platforms (e.g., Salesforce) and data management tools.
- Excellent communication and collaboration abilities.
- High level of attention to detail and accuracy.
- Strong problem-solving skills and ability to think critically.
- Ability to work independently.
- Knowledge of Microsoft Office suite as well as other business-related software.
- Proficiency in Excel, Word, and PowerPoint.
Education & Experience:
- Bachelor's degree in Business, Data Analytics, or a related field.
- A minimum of two years of experience in the P&C insurance industry.
At CNA, we are committed to providing equal employment opportunities to all employees and applicants. It is our policy to provide equal employment opportunities to employees and applicants based on job-related qualifications and ability to perform a job. If you require an accommodation during the hiring process or upon hire, please inform Human Resources. If a selected applicant requests accommodation during the recruitment process, CNA will consult with the applicant in order to provide suitable accommodation that takes into account the applicant's accessibility needs.
Top Skills
Data Management Tools
Excel
MS Office
Salesforce
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