Sr. Channel Optimization Executive

Caribbean American Life Assurance Company; San Juan (PR); On-site; USD 90,000 - 140,000; Full time

Job summary

Assurant in San Juan, Puerto Rico seeks a Senior Channel Optimization Executive to drive growth and optimization of protection programs within Financial Services clients. In this client-facing role, you will identify opportunities, analyze portfolio performance, and develop strategies that strengthen customer value and channel effectiveness.

You will collaborate with client stakeholders, sales leadership, and internal partners to evaluate results, implement enhancements, and support execution

Qualifications

• Bachelor’s degree or equivalent professional experience.
• At least three years in retail or another client-facing environment.
• Strong verbal and written communication skills.
• Ability to engage leadership and communicate under pressure.
• Proficiency with Microsoft Office applications.
• Strong analytical and presentation abilities.

Responsibilities

• Drive production, engagement, and program penetration across the client’s branch network by partnering with market leaders, branch management, and frontline teams.
• Monitor campaign performance, analyzing conversion and penetration metrics, and identifying opportunities for growth.
• Design, coordinate, and deliver program training for client leadership, branch personnel, and sales teams, including train-the-trainer sessions.
• Monitor, analyze, and communicate program performance, compliance, and key business metrics.
• Partner with client leadership to develop and execute strategic action plans that support sales, penetration, retention, and customer experience goals.
• Build and maintain strong relationships with client stakeholders, serving as a trusted advisor on program optimization, channel development, and growth opportunities.
• Present program results, business insights, market trends, and recommended actions to client and Assurant leadership.
• Evaluate the effectiveness of sales, marketing, training, and operational initiatives, including ROI analysis and recommendations.
• Serve as the primary liaison between Assurant and the assigned client within the relevant markets and areas of responsibility.
• Support the planning and execution of sales campaigns, promotions, recognition programs, and incentive initiatives.
• Conduct competitive and market analysis to identify emerging trends, risks and business opportunities.
• Collaborate with internal and client partners to resolve operational, service, and customer experience challenges.
• Manage multiple priorities, projects, and initiatives with sound judgment and limited supervision.
• Lead or participate in special projects and other business initiatives as assigned.

Skills

Verbal communication

Written communication

Public speaking

Analytical skills

Time management

Education

Bachelor’s degree or equivalent

Tools

MS Office

Job description

The Opportunity Assurant is looking for a Senior Channel Optimization Executive to help drive the growth and optimization of our protection programs within Financial Services clients. In this highly collaborative and client-facing role, you will identify business opportunities, analyze portfolio performance, and develop strategies that strengthen customer value and channel effectiveness. You will work closely with client stakeholders, sales leadership, and internal partners to evaluate results, implement program enhancements, and support successful execution across distribution channels. Through data analysis, market insights, and frontline feedback, you will provide strategic recommendations that strengthen business performance, improve the customer experience, and help maintain a competitive market position.

What You Will Do

• Drive production, engagement, and program penetration across the assigned client’s branch network by partnering with market leaders, branch management, and frontline teams.
• Support and optimize the Personal Accident telemarketing sales channel by monitoring campaign performance, analyzing conversion and penetration metrics, and identifying opportunities for growth.
• Design, coordinate, and deliver program training for client leadership, branch personnel, and sales teams, including train-the-trainer sessions.
• Monitor, analyze, and communicate program performance, compliance, and key business metrics.
• Partner with client leadership to develop and execute strategic action plans that support sales, penetration, retention, and customer experience goals.
• Build and maintain strong relationships with client stakeholders, serving as a trusted advisor on program optimization, channel development, and growth opportunities.
• Present program results, business insights, market trends, and recommended actions to client and Assurant leadership.
• Evaluate the effectiveness of sales, marketing, training, and operational initiatives, including ROI analysis and recommendations.
• Serve as the primary liaison between Assurant and the assigned client within the relevant markets and areas of responsibility.
• Support the planning and execution of sales campaigns, promotions, recognition programs, and incentive initiatives.
• Conduct competitive and market analysis to identify emerging trends, risks and business opportunities.
• Collaborate with internal and client partners to resolve operational, service, and customer experience challenges.
• Manage multiple priorities, projects, and initiatives with sound judgment and limited supervision.
• Lead or participate in special projects and other business initiatives as assigned.

Basic Qualifications

• Bachelor’s degree or equivalent professional experience.
• At least three years of experience in retail or another client-facing environment.
• Strong verbal and written communication skills, particularly by telephone and email.
• Ability to engage and communicate effectively with leadership, including in high-pressure situations.
• Proficiency in Microsoft Office applications.
• Strong analytical skills, including the ability to evaluate program performance, develop improvement plans and execute against those plans.
• Strong presentation and public-speaking skills.
• Advanced knowledge of sales and training techniques, client service, account development, multimedia presentations, graphics and marketing standards.
• Ability to work effectively in fast-paced environment, manage competing priorities and meet tight deadlines.
• Ability to influence internal and external stakeholders by clearly communicating client-specific value propositions and recommendations.

Company Overview

Assurant is a leading global business services company that supports, protects, and connects major consumer purchases. A Fortune 500 company with a presence in 21 countries, Assurant supports the advancement of the connected world by partnering with the world’s leading brands to develop innovative solutions and deliver an enhanced customer experience through mobile device solutions, extended service contracts, vehicle protection services, renters insurance, lender-placed insurance products, and other specialty products.

AI and Biometric Usage

Assurant supports the responsible use of Artificial Intelligence (AI), but we want to know the real you. Since we would like to know the real you, we require that all of our virtual interviews be conducted on video. Employment is contingent upon completion of a required identity verification process, which may include biometric technology, where permitted by applicable law and subject to applicable notice and consent requirements.

What’s the culture like at Assurant?

Named a Best/Great Place to Work in 14 countries and awarded the Fortune America’s Most Innovative Companies recognition, we bring together top talent around the world.

Our unique culture is a big reason why talented people choose Assurant.

Although we have a wide variety of skills and experiences, we share common characteristics that are uniquely Assurant.

A passion for service.

An ability to innovate in practical ways.

And a willingness to take chances.

We call our culture The Assurant Way.

We come from a variety of countries, cultures, and backgrounds.

We’re united by our enduring values of common sense, common decency, uncommon thinking, and uncommon results.