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Analyst, Operations

Starr Underwriting

Toronto

On-site

CAD 50,000 - 93,000

Full time

10 days ago

Job summary

A leading insurance company in Toronto is seeking an Operations Coordinator to manage day-to-day activities for the Sales & Distribution team. The successful candidate will be involved in onboarding partners and monitoring sales channels. Ideal applicants will have 2-4 years of experience in the insurance industry, strong communication skills, and proficiency in Excel. This position offers a salary range of $50,200 to $92,500.

Qualifications

  • 2-4 years’ experience in an operational role in insurance or financial services preferred.
  • Experience working in a fast-paced and dynamic environment.
  • Ability to manage multiple activities using effective planning and time management.

Responsibilities

  • Execute day-to-day operational activities of the Sales & Distribution team.
  • Evaluate and onboard new partner opportunities.
  • Monitor results for various sales channels.
  • Prepare and deliver regular partner reports.
  • Support compliance and best practices within the team.

Skills

Communication skills
Attention to detail
Organizational skills
Proficient in Microsoft Office Suite

Education

University degree or College diploma

Tools

Microsoft Excel

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

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