Analyst, Operations

Definity Financial; Ottawa; On-site; CAD 50,000 - 93,000; Full time

Job summary

An innovative firm is seeking a detail-oriented individual to join their Sales & Distribution team. This exciting role involves evaluating new partnerships, analyzing channel performance, and providing insights to enhance operational efficiency. The ideal candidate will bring a strong background in insurance or financial services, exceptional communication skills, and proficiency in Microsoft Office, particularly Excel. Join a dynamic environment where your contributions will help reshape the insurance experience for Canadians and make a meaningful impact on customer satisfaction.

Qualifications

• 2-4 years’ experience in an operational role in insurance or financial services.
• Exceptional verbal and written communication skills.

Responsibilities

• Execute day-to-day operational activities of the Sales & Distribution team.
• Analyze channel performance against targets and provide insights.

Skills

Verbal Communication

Written Communication

Microsoft Excel

Attention to Detail

Organizational Skills

Time Management

Cross-Functional Collaboration

Education

University Degree

College Diploma

Tools

Microsoft Office Suite

Job description

We are Petline, Canada’s smart new insurance done completely online. We set out to change how Canadians feel about insurance, and that means changing how we think about

When our customers reach out to us with questions or need help to solve a problem, we want them to feel like they are being helped by someone who really cares. The feedback we hear so far is that talking to one of our Customer Service Heroes is like talking to friends or family and we NEVER want that to change.

If all of this resonates with you, please read on!

What can you expect in this role?

Reporting to the Director, Sales & Distribution – Direct Channels, this role will be responsible for executing the day-to-day operational activities of the Petline Sales & Distribution team. This includes partnership evaluation & onboarding, channel performance reporting, partner reporting and administration. The role can collaborate with Sales & Distribution leaders, as well as marketing, finance, analytics, legal, communications, technology and customer care.

Partnership Evaluation & Onboarding:

• Review and evaluate new partner opportunities to support growth of corporate accounts

• Responsible for operational set-up / onboarding of new partners through collaboration with internal stakeholders

Channel Performance Reporting:

• Analyze Sales & Distribution channel performance against targets, identifying trends, shortfalls and areas of opportunity

• Provide monthly performance summaries and insights to the Corporate Accounts Manager on relevant programs

Partner Reporting & Administration:

• Prepare and deliver regular partner reports, including commission statements

• Manage and monitor partner discount usage to ensure compliance and effectiveness

• Track and analyze scheduled partner marketing efforts and assess their impact

• Track and analyze traffic to partner landing pages using Google Analytics

• Ensuring compliance and best practices are followed by Petline Sales & Distribution

• Ad-hoc administrative support for Petline Sales & Distribution

What do you bring to the role?

• University degree in any discipline, or College diploma in a relevant discipline

• 2-4 years’ experience in an operational role in insurance or financial services. Preference will be given to candidates with insurance experience

• Exceptional verbal and written communication skills

• Proficient in Microsoft Office Suite, especially Excel

• Strong attention to detail

• Comfortable working in a fast-paced and dynamic environment

• Ability to manage multiple and simultaneous activities by using effective planning, organizational and time management skills

• Ability to collaborate cross functionally

Salary Range: $50,200 - $92,500