What are the responsibilities and job description for the Sales Business Intelligence Analyst position at Americo Financial Life and Annuity?
Job Summary:
Americo is investing in a Sales Business Intelligence Analyst to ensure the business submitted at the agent, agency, and IMO levels is high-quality and profitable. This role exists to identify trends in persistency, placement, mortality, and sales practices- helping leadership understand where risks and opportunities are.
By analyzing data and providing actionable insights, this person helps optimize sales performance, identify risks, and improve overall business quality. Americo pays for their ability to turn complex data into strategic recommendations that drive better decision-making across the sales and marketing team.
Ultimately, their work protects profitability, strengthens agent performance, and ensures sustainable growth.
Essential Responsibilities:
The roots of the Americo family of companies date back more than 100 years. Americo is a life insurance and annuity company providing innovative products to our customers. At Americo, it’s the people who make things work, so we hope you join us!
What you’ll love about working at Americo:
Americo is investing in a Sales Business Intelligence Analyst to ensure the business submitted at the agent, agency, and IMO levels is high-quality and profitable. This role exists to identify trends in persistency, placement, mortality, and sales practices- helping leadership understand where risks and opportunities are.
By analyzing data and providing actionable insights, this person helps optimize sales performance, identify risks, and improve overall business quality. Americo pays for their ability to turn complex data into strategic recommendations that drive better decision-making across the sales and marketing team.
Ultimately, their work protects profitability, strengthens agent performance, and ensures sustainable growth.
Essential Responsibilities:
- Analyze production, persistency, placement, mortality, contests, and other metrics to assess the quality of business at the agent, agency, and IMO levels. Identify both high-performing and underperforming sales behaviors relative to Americo’s expectations.
- Develop new reports, dashboards, and business intelligence metrics to track sales quality & evaluate agent performance with Americo’s pricing and profitability goals
- Provide data-driven, objective recommendations to Sales, Marketing, and Executive Leadership on actions needed to improve the overall business quality and financial performance.
- Support the financial evaluation of agent, agency, and IMO contests, ensuring they align with business objectives and contribute to sustainable growth.
- Assist with the financial analysis of special projects related to products, processes, and strategic initiatives as needed.
- Proficiency in querying databases with SQL
- Advanced Excel Skills (Dashboards, formulas [such as Index Match, IFS] pivot tables)
- Familiarity with BI Tools (Tableau)
- 2 years professional experience of analyzing data
The roots of the Americo family of companies date back more than 100 years. Americo is a life insurance and annuity company providing innovative products to our customers. At Americo, it’s the people who make things work, so we hope you join us!
What you’ll love about working at Americo:
- Compensation: You’ll feel valued with our competitive pay and robust bonus program that’s offered to all associates.
- Learning and development: We prepare you with a comprehensive, paid training program that will get you ready for success. Additionally, our Talent Development team creates a variety of development opportunities for associates at every stage of their careers.
- Work-life balance: We place true value on work-life balance with our generous paid time off; you begin accruing hours right off the bat every month and it increases with tenure. Americo also offers 11 paid company holidays! We also support new mothers with a generous maternity leave program, along with paid STD and LTD.
- Health and well-being: We commit to your health and well-being and are proud to offer comprehensive health and life insurance options including FSA or HSA accounts and subsidies to support your health and fitness goals through vendor partnerships.
- Future planning: Americo offers a 401(k) with a company match, and we provide child care and education tax credits or savings options.
- Giving back: We support several local organizations like Ronald McDonald House, Hope Lodge, the American Red Cross, Harvesters, and many more. Our associates volunteer their time and donate money alongside the company to make a difference in our community.
- The fun stuff: Americo participates in the Kansas City Corporate Challenge, and it’s a great way to connect with coworkers. Additionally, we host events like a Royals Party at the K, a legendary Holiday Party, and in-office events with local vendors as a way for associates to step away from work and enjoy each other’s company.
- Bustling environment: Our newly renovated offices are conveniently located in downtown Kansas City, within walking distance to your favorite restaurants and attractions. Plus, you’ll receive complimentary paid parking near our Americo offices – downtown parking is a premium, but we’ve got you covered.
