Analyst – Insurance Solutions

Jobtailor

Town of Florida (NY)

Hybrid

USD 120,000 - 150,000

Full time

4 days ago

Be an early applicant

Application generator

Turn this role into an interview — a resume and cover letter built around what this employer wants.

Get past ATS filters

Job summary

Jobtailor is seeking an experienced professional to drive client engagement in insurance and data-driven solutions. You will support implementation, optimize processes, and lead data-informed improvements.

Role requires collaboration across product, technology, operations, and business teams, with hybrid work and two days per week in-office at TU locations. Strong BI, CRM, and project management skills are essential.

Qualifications

Minimum 5 years of experience in product management, technical consulting, business operations, solution consulting, or customer-facing support roles.
Experience supporting insurance, financial services, or data-driven business solutions environments with a focus on client engagement and problem solving.
Demonstrated success leading process improvement initiatives that increase operational efficiency, improve customer service, and create scalable business processes.
Strong analytical experience with the ability to identify trends, investigate anomalies, and provide actionable recommendations based on data.
Excellent communication, presentation, project management, and documentation skills.
Ability to engage both technical and non-technical stakeholders.
Experience with Power BI, Tableau, Salesforce, JIRA, or Confluence.

Responsibilities

Support insurance clients during implementation and post-sale phases to drive solution adoption and business value.
Create scalable processes, documentation, and operational tools across insurance products and customer engagements.
Develop and enhance automation opportunities using AI and other technologies.
Conduct data analysis on customer, product, and operational metrics.
Identify trends, anomalies, and improvement opportunities.
Review performance with clients, provide consultative recommendations, and optimize use of TransUnion insurance solutions.
Gather Voice of the Customer feedback from clients and sales teams.
Communicate actionable insights to internal stakeholders.
Collaborate with product, technology, operations, and business teams on continuous product enhancements.
Leverage business intelligence and CRM tools to analyze data and support strategic decision-making.
Translate technical findings into business recommendations for internal stakeholders and external clients.
Support initiatives focused on operational scale, process optimization, and customer success.
Report to the Director, Solution Consulting / Director of Solutions Consulting

Skills

Data Analysis

Process Improvement

Client Engagement

Communication

Project Management

Documentation Skills

Automation Technologies

Microsoft Excel

Voice of the Customer Insights

Tools

Power BI

Tableau

Salesforce

JIRA

Confluence

Job description

Support insurance clients during implementation and post-sale phases to drive solution adoption and business value
Create scalable processes, documentation, and operational tools across insurance products and customer engagements
Develop and enhance automation opportunities using AI and other technologies
Conduct data analysis on customer, product, and operational metrics
Identify trends, anomalies, and improvement opportunities
Review performance with clients, provide consultative recommendations, and optimize use of TransUnion insurance solutions
Gather Voice of the Customer feedback from clients and sales teams
Communicate actionable insights to internal stakeholders
Collaborate with product, technology, operations, and business teams on continuous product enhancements
Leverage business intelligence and CRM tools to analyze data and support strategic decision-making
Translate technical findings into business recommendations for internal stakeholders and external clients
Support initiatives focused on operational scale, process optimization, and customer success
Report to the Director, Solution Consulting / Director of Solutions Consulting

Requirements

Minimum 5 years of experience in product management, technical consulting, business operations, solution consulting, or customer-facing support roles
Experience supporting insurance, financial services, or data-driven business solutions environments with a focus on client engagement and problem solving
Demonstrated success leading process improvement initiatives that increase operational efficiency, improve customer service, and create scalable business processes
Strong analytical experience with the ability to identify trends, investigate anomalies, and provide actionable recommendations based on data
Excellent communication, presentation, project management, and documentation skills
Ability to engage both technical and non-technical stakeholders
Business Intelligence tools such as Power BI and Tableau
CRM platforms such as Salesforce or similar customer management solutions
Project management and collaboration tools including JIRA, Rally, Confluence, or equivalent platforms
Strong Microsoft Excel skills
Experience working with AI-enabled tools, automation platforms, or data-driven process improvement solutions
PMP, Lean Six Sigma, or similar continuous improvement certifications are preferred
Property & Casualty (P&C) or Life Insurance industry experience
Client-facing consulting or customer success experience supporting enterprise products
Exposure to automation technologies and AI-driven operational improvements
Experience gathering and presenting Voice of the Customer insights
Familiarity with insurance products, insurance data assets, and customer implementation processes
Hybrid work arrangement requiring in-person work at an assigned TU office location a minimum of two days a week

Core Competencies

Demonstrates expertise in product management and technical consulting within the insurance sector, focusing on process optimization, data analysis, and client engagement. Proficient in leveraging business intelligence tools and CRM platforms to drive operational efficiency and enhance customer success.

Highest-signal resume keywords