Analyst, Operations

Starr Underwriting; Ottawa; On-site; CAD 50,000 - 93,000; Full time

Job summary

A leading insurance company in Ottawa is seeking a Sales Operations Coordinator to support the Sonnet Sales & Distribution team. Responsibilities include evaluating and onboarding partners, monitoring sales channels, and preparing reports. The ideal candidate has 2-4 years of experience, strong communication skills, and proficiency in Excel. This role offers a competitive salary range of $50,200 - $92,500.

Qualifications

• 2-4 years’ experience in an operational role in insurance or financial services.
• Preference for candidates with insurance experience.
• Comfortable working in a fast-paced and dynamic environment.

Responsibilities

• Execute day-to-day operational activities of the Sales & Distribution team.
• Review and evaluate new partner opportunities for growth.
• Monitor and report on results for sales channels and revenue generation activities.

Skills

Exceptional verbal and written communication skills

Proficient in Microsoft Office Suite, especially Excel

Strong attention to detail

Ability to manage multiple activities

Ability to collaborate cross functionally

Education

University degree or College diploma

Job description

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 Sonnet Sales & Distribution team. This includes partnership evaluation & onboarding for Sonnet’s Affinity business, evaluating and monitoring new & existing sales channels and initiatives, 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 Sonnet’s Affinity business
• Responsible for operational set-up / onboarding of new partners through collaboration with internal stakeholders

Evaluating and Monitoring Sales Channels:

• Monitor and report on results for the assisted sales channel, additional revenue generation activities, as well as aggregator channels
• Process invoices and allocations for external vendors and partners

Partner Reporting & Group Administration:

• Prepare and deliver regular partner reports and annual payments
• Track and analyze scheduled partner marketing efforts and assess their impact
• Support the administration and analysis requirements of the Affinity business, including eligibility validation, group scoring, renewal tracking, updating group lists, documenting approvals, tracking business development targets, RFP monitoring and Salesforce audits
• Ensuring compliance and best practices are followed by Sonnet Sales & Distribution
• Ad-hoc administrative support for Sonnet 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