Data Analyst

Description

Job Title: Product Insights and Analytics

Location: NY Home Office (Hybrid – Tues/Wed/Thurs in office, NYC)

Duration: 12 months (Potential to convert to FTE)

Must Haves (Non-Negotiable Skills & Experience)

• Fluent in Google Analytics (creating and manipulating dashboards)
• Excel (Expert) and PowerPoint (Expert)
• Tableau experience
• Ability to compile and present data to stakeholders, explaining findings from both an analytical and big-picture perspective
• Strong attention to detail and organizational skills, especially when reconciling multiple data sources
• Values unpacking why outcomes occurred, not just reporting what happened

Deal Breakers

• No experience compiling and presenting data to stakeholders while explaining findings from an analytical and big-picture perspective
• Lack of experience in Google Analytics, Excel, or PowerPoint at an advanced level

About the Team

• The Product Insights and Analytics team enables and performs insights-driven analyses that fuel optimization across client growth and retention programs — specifically Field Web (Agent and General Office digital presence) and Financial Education initiatives.
• We partner closely with Product, Strategy, Marketing, and Field Enablement teams by turning complex data into clear, actionable insights for non-technical stakeholders.

Role Overview

• We’re seeking a highly analytical, detail-oriented insights professional for a full-time, 12-month contract.
• This role will own monthly reporting for key digital client acquisition programs, delivering actionable insights using data from across multiple sources, and will support ad-hoc analyses upon request.
• You’ll operate in a fast-paced, highly cross-functional environment where accuracy, clarity, and curiosity matter.
• Insight development, data integrity, visually compelling presentations, and high-quality storytelling are core expectations embedded across everything this role delivers.

Key Responsibilities

Monthly Reporting

• Compile and present recurring, high-visibility reporting that outlines program performance and informs leadership decision-making.
• At times, compiling the reporting may require reconciling disparate sources into a trusted, end-to-end campaign view.
•  All reporting should identify trends, drivers, and opportunities – with the aim of clearly articulating the “why” behind performance.
• Perform thorough data validation and cross-checks to ensure accuracy across all reporting outputs.

 Tracking & Data Quality (one-time project)

• Update and validate tracking parameters (UTMs) across agent digital properties to ensure accurate downstream performance measurement.

Cross-Functional Partnership

• Collaborate across the Client Growth & Retention Value Stream to ensure alignment on goals, measurement, and insight needs.
• Support efforts to streamline and automate data processes by helping determine which metrics are essential for reporting automation.
• Serve as the day-to-day third-party vendor point of contact for data and reporting, coordinating data file exchanges and ensuring timely, accurate data delivery.

Required Skills & Experience

• 5+ years in data analysis, insights, marketing analytics, or related roles
• Proficiency in Excel and PowerPoint
• Experience with Google Analytics required
• Experience with data visualization tools; Tableau preferred
• Familiarity with Insurance or Financial Services is a plus