The Opportunity

As an Analytics & Insights Consultant, you will operate as a strategic thought partner to Operations executives, shaping decisions that materially impact performance across New Business, Policyholder Services, Claims, and the Call Center. A key responsibility of this position is to effectively translate operational performance into enterprise-level implications—including financial results, pricing factors, and advisor experience—enabling leadership to comprehend both current events and their significance.

This role includes both responding to business driven analytical requests and proactively shaping insight for complex operational domains. You will partner with leaders to define the right optimal analytical questions and develop practical, forward-looking insights and frameworks that enable support timely, well informed decisions. In parallel, you are expected to continuously scan the operational environment and relevant industry trends to identify emerging opportunities, risks, and unanswered questions that merit analytic focus.

The Team

The Analytics & Insights team sits within Business Intelligence and partners deeply with Operations and those who rely on Operations data across the entire enterprise. This role is expected to contribute to and reinforce strong insight practices across the team—modeling how to combine data, business context, and strategic reasoning to support high quality decision-making. As a player-coach, you will provide expertise, mentor colleagues, and contribute to the ongoing development of collective capabilities, while promoting analytics as an integral decision-making capability rather than solely a reporting function.

The Impact

This position involves ongoing influence without formal authority. You will regularly engage senior leaders, challenge assumptions with confidence and credibility, and translate complex system dynamics into clear choices. While this role does not include formal people leadership, it carries accountability for insight quality, narrative rigor, and downstream impacts.

In this role, you will:

• Own strategic insight domains by developing a deep, end to end understanding of operational systems, demand drivers, cost structures, and constraints, and by continuously refining the questions analytics should answer to support leadership priorities.

• Translate operational insights into decision ready implications, synthesizing performance, risk, and tradeoffs so leaders can balance service, cost, growth, and experience when making operational and strategic choices.

• Lead critical strategic analyses such as workforce and capacity planning, scenario modeling, and performance diagnostics, integrating uncertainty and judgment into clear options for senior leaders.

• Apply systems thinking at scale, identifying early signals and articulating how changes in volume, mix, policy, or process design create both opportunities and risks across Operations, experience, and cost structures.

• Influence executive decisions through clear, structured narratives that integrate data, context, and judgment, including when insights challenge entrenched perspectives or preferred outcomes.

• Elevate team capability and partnership effectiveness by mentoring others on problem framing, insight storytelling, and executive communication, and by serving as a trusted advisor to Operations leaders and Internal Business Partners.

The Minimum Qualifications

• 8+ years of experience in analytics, consulting, or business analytics roles supporting operational or strategic decision‑making.

• 8+ years of experience within the insurance or financial services industry, with demonstrated exposure to Operations and experience connecting operational performance to broader business outcomes.

• 5+ years experience in SQL and experience using analytics and visualization tools such as Tableau, Power BI, Python, R, or comparable technologies to explore, analyze, and communicate data.

• 5+ years experience translating complex analyses into clear implications and recommendations for senior, non‑technical stakeholders.

• Bachelor's degree is required

The Ideal Qualifications

• Demonstrated ability to operate independently in ambiguous environments, framing problems and determining analytical approaches without predefined direction.

• Demonstrated mastery in one or more operational domains, with experience extrapolating insights into financial, pricing, or advisor‑related implications.

• Experience leading high‑impact, ambiguous initiatives where outcomes depended on judgment, prioritization, and influence rather than technical execution alone.

• Strong systems thinking, with the ability to explain how changes in one part of Operations create downstream impacts across people, process, technology, and demand.

• Demonstrates strong executive presence and a proven ability to influence senior leaders by delivering clear recommendations, framing scenarios effectively, and communicating through concise storytelling.

• Experience designing and evolving forecasting, staffing, or scenario‑planning frameworks that support ongoing decision‑making rather than one‑time analyses.

• Proven record of enhancing team performance through informal leadership, mentoring peers, and promoting shared standards for analysis and storytelling.