Senior Channel Optimization Executive
assurant · San Juan
Job description
About the role
Assurant is looking for a Senior Channel Optimization Executive to help grow and optimise its protection programmes for Financial Services clients. This client-facing, collaborative role involves identifying business opportunities, analysing portfolio performance and developing strategies that strengthen customer value and channel effectiveness, working with client stakeholders, sales leadership and internal partners.
Key responsibilities
- Drive production, engagement and programme penetration across the client's branch network by partnering with market leaders, branch management and frontline teams.
- Support and optimise the Personal Accident telemarketing sales channel by monitoring campaign performance, conversion and penetration metrics and identifying growth opportunities.
- Design, coordinate and deliver programme training for client leadership, branch staff and sales teams, including train-the-trainer sessions.
- Monitor, analyse and communicate programme performance, compliance and key business metrics.
- Partner with client leadership on strategic action plans supporting sales, penetration, retention and customer experience.
- Build strong relationships with client stakeholders and act as a trusted advisor on programme optimisation and channel development.
- Present results, insights, market trends and recommendations to client and Assurant leadership.
- Evaluate the effectiveness of sales, marketing, training and operational initiatives, including ROI analysis.
- Act as the primary liaison between Assurant and the assigned client, and support sales campaigns, promotions, recognition programmes and incentives.
- Conduct competitive and market analysis, and collaborate with partners to resolve operational, service and customer experience issues.
Required profile
- 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, especially by telephone and email, and the ability to engage leadership under pressure.
- Ability to work in a fast-paced environment, manage competing priorities and meet tight deadlines.
- Ability to influence stakeholders by clearly communicating client-specific value propositions.
Required skills
- Proficiency in Microsoft Office applications.
- Strong analytical skills, including evaluating programme performance and developing improvement plans.
- Strong presentation and public-speaking skills.
- Advanced knowledge of sales and training techniques, client service, account development, multimedia presentations, graphics and marketing standards.
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Published 6 hours ago
Expires 1 month from now
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assurant
San Juan