Broker Sales Analyst

Allianz Commercial is a leading insurance company that is seeking a Broker Sales Analyst to join their North American Distribution – Strategy & Field Operations team. The role involves supporting growth and retention by leveraging data and analytical tools to generate insights, while collaborating on sales operations and business development initiatives.

Responsibilities

• Develop and maintain reports and dashboards using AI, Salesforce, Power BI, and Excel to support Distribution activities, including timely production of leading KPIs and broker analysis
• Analyze data across brokers, lines of business, and zones to identify trends, surface actionable insights, and highlight growth, cross-sell, and up-sell opportunities
• Maintain and improve data quality in SFDC and across systems; oversee administration of sales-related data and ensure outputs are clear, relevant, and usable for stakeholders
• Monitor and support effective use of SFDC, including data exchange with corresponding systems
• Support Distribution priorities and strategic initiatives, including business pipelines, broker insights, and the Originate > Execute > Retain framework
• Leverage AI and machine learning — including the creation of AI agents — to enhance sales forecasting, pipeline management, and decision-making
• Identify opportunities to improve efficiency, data utility, and reporting processes; support continuous improvement of tools and workflows
• Proactively communicate progress, issues, and deviations from agreed plans, and build strong working relationships with key stakeholders

Skills

• Proficiency with AI tools, including the ability to build and deploy AI agents
• Hands-on experience with Microsoft Excel, Power BI, and SQL for data analysis and visualization
• Working knowledge of Salesforce.com (application, objects, reporting, and dashboards); familiarity with related systems such as A+, Amanda, Spinnaker, or WINS is a plus
• Understanding of P&C insurance industry standards and terminology
• Strong analytical mindset, with the ability to interpret complex datasets and translate them into clear, actionable insights
• Attention to detail and a proactive, solutions-oriented approach
• Ability to prioritize and manage time effectively in a fast-paced environment
• Excellent written and verbal communication skills, with confidence engaging colleagues at all levels across the organization
• 1–3 years of experience in data analysis, sales operations, business development, or a related analytical role; insurance or financial services experience preferred but not required
• Bachelor's degree in Business Administration, Economics (quantitative), Data Science, Statistics, or a related field
• External applicants must be legally authorized to work in the United States without the need for current or future employment-based sponsorship
• Insurance or financial services experience preferred but not required

Benefits

• Employees are also eligible for annual performance-based cash incentive awards
• Hybrid working model
• Flexible working arrangements
• Great compensation and benefits package (details vary by location), including a generous bonus scheme and pension
• Career development and digital learning programs
• International career mobility
• Lifelong learning for our employees worldwide
• Support for flexible working
• Health and wellbeing (including private healthcare and generous parental leave benefits)
• Helping people return from career breaks with experience that nothing else can teach

Company Overview