Agent Performance Analyst

We are adding aAgent Performance Analystto our team!

Who We Are:

Since 1909 National Guardian Life Insurance Company (NGL) has been one of Americas most successful and highly rated independent life insurance companies. We specialize in a suite of innovative products for lifes journey giving people the financial stability careful guidance and peace of mind to lead a life filled with confidence dignity and grace.

NGLs Core Values integrity dependability collaboration compassion and growth are a foundation of our company and help to build on the interactions we have with our policyholders partners funeral homes and each other. We believe in creating an inclusive welcoming environment for all where diversity is celebrated and everyone is encouraged to live their best most authentic self. We offerEmployee Resource Groups for employees to get involved learn network and offer professional and personal development opportunities.

With over 100 years of experience our passion is to serve people.Learn more.

A Day in the Life:

The Agent Performance Analyst is responsible for cultivating and managing agent relationships administering monitoring and maintaining business quality. This role requires an in-depth knowledge of potential drivers of business quality and sound judgement to determine a course of action that supports profitable agent performance. This position is also responsible for recommending actions including termination of any producer or agency based on the overall quality of their block of business. Additional responsibilities include the analysis of production debt and repayment history production patterns and overall business quality. The Agent Performance Analyst requires strong communication with inter-departmental agent and debt management oversight teams and the ability to maintain positive working relationships with NGLs marketing partners while negotiating sensitive agreements. This position requires high-level communication technical and business analysis competencies and the ability to establish and maintain business partnerships.

Primary Responsibilities:

Agent Support & Relationship Management

• Develop and maintain strong business partnerships with Agents and Marketing Partners to drive quality sales and ensure long-term relationships.
• Identify evaluate and oversee new producer onboarding procedures ensuring business quality.
• Communicate effectively with both internal and external stakeholders to better understand agent needs to maximize retention quality of business and growth.
• Partner with Contracting to review non-standard backgrounds for new agent appointments. Thoroughly examine reports and recommend if appointments should be approved or declined.
• Collect track and analyze agent performance data including quality and profitability.
• Identify trends gaps and opportunities and present to internal Sales and Marketing Partners and external Marketing Partners.
• Recommend termination of any agent or agency based on the overall quality of their block of business and the ongoing or future risk to NGL.
• Provide training to Operations Teams on quality of business metrics and processes.
• Review crossover requests to provide recommendations and communicate with Marketing Partners.
• Collaborate problem-solve and/or strategize with team members Sales and Operations on upcoming agent meetings.
• Address agent concerns or escalations promptly and professionally.
• Ensure all agent interactions materials and communications meet compliance requirements.
• Represent Sales and Marketing on the Special Investigative Unit (SIU) committee and participate in recommended actions and analysis.

Debt Management

• Lead the debt collection process and ensure Agents and Marketing Partners have timely communications per the stated process.
• Determine the appropriate course of action for agent debt that is outside of the standard collection process. This includes negotiation of producer debt repayment agreements with NGLs Marketing Partners.
• Lead cross-functional team meetings with executive-level representatives from Accounting Sales Legal and Service Operations to present agent debt analysis.
• Analyze debt management processes and make recommendations for improvements including oversight of the debt collection program within NGLs CRM system. Collaborate with the Salesforce team for any needed improvements.
• Partner with the internal Commissions team to review and approve non-standard reserve withdrawals to offset debt adjust reserve percentages minimums and maximums and recommend reserve withdrawals.
• Communicate directly with Marketing Partners and their agents on monthly updates regarding debt and business quality.
• Ensure agents with debts are reported to Vector per their guidelines.

Perform other duties as assigned.

Schedule: This is full-time hourly position with the hours of 8:00 a.m. 4:30 p.m. CST Monday - Friday; or as needed for department coverage and business needs.

Essential to Your Success:

• Excellent relationship building and collaboration skills
• Excellent business analysis skills including knowledge of commission activity
• Detail-oriented with the ability to problem solve
• Ability to communicate clearly concisely and accurately using oral and written communication both internally and externally
• Ability to work independently remain organized and exercise sound judgment
• Proven success in the area of process management and improvement
• Ability to develop reporting capabilities and gathering analyzing and interpreting data
• Goal-oriented and results-driven
• Ability to influence persuade and motivate others without direct authority
• Possess a strong level of initiative and ownership
• Ability to adapt the message depending on the audience sensitivity and situational assessment (i.e. ability to read the audience)
• Detailed knowledge of company products services and policies
• Collaborative inclusive approach with leaders and team members that possess diverse backgrounds and work styles
• Passionate about customer centricity and continuous process improvement
• Proficient in Microsoft Excel with the ability to analyze and visualize data
• Knowledgeable of Salesforce CRM capabilities
• Knowledge of insurance administration systems
• Ability to travel approximately < 10%

Education Requirements:

• Preferred: Bachelors degree in Business Communications or related field preferred.

Years of Experience:

• A minimum of three years of experience in insurance sales marketing customer service or related field required.
• A minimum of one year of experience conducting data analysis presenting insights.

What We Offer:

At NGL we provide a comprehensive Total Rewards package that includes competitive base pay and benefits designed to offer solutions to help meet your unique life needs.

Benefits:

• 20 days of Paid Time Off growing to 25 days after 5 years
• 11 Paid Holidays (10 company holidays and 1 personal holiday of your choice)
• Health care dental and vision plans
• Up to $1500 (Family) or $1000 (Single) annually towards a Health Savings Account
• Annual bonus based on company performance
• Paid Parental Leave
• 401(k) match up to 9%
• Paid Sabbatical after 8 years
• Paid Volunteer Time
• Education Assistance Program
• Employee Recognition Program
• And much more!
  

Click hereto learn more about our comprehensive Total Rewards program.

NGL is committed to creating a diverse environment and is an Equal Opportunity Employer. Qualified applicants will be considered for employment without regard to race color creed religion national origin ancestry citizenship status age disability sex or gender (including pregnancy childbirth and related medical conditions) gender identity or gender expression (including transgender status) sexual orientation marital status military service and veteran status physical or mental disability protected medical condition as defined by applicable state or local law genetic information or any other characteristic protected by applicable federal state or local laws.

NGL is committed to providing reasonable accommodations to qualified individuals with disabilities in the recruitment process. To request an accommodation please contact.

Required Experience:

IC