Process Lead, Sales Effectiveness

Description du poste:

Process Lead, Sales Effectiveness Wroclaw, Poland The Sales Effectiveness Team is part of the Insurance Marketing & Distribution organization. It serves as a strategic research and analytics function supporting broker- and client-facing teams. As Process Lead, Sales Effectiveness, you will help create tools for annual planning, event management, and go-to-market (GTM) intelligence to support the execution of underwriting strategy and strategic projects for the Insurance segment in the Americas. The role is key to ensuring that data and tools are high quality and provide the relevant insights and content needed to succeed in the marketplace. You must demonstrate effective analytical skills to assess operational data from internal and external sources, interpret findings, conduct root cause analysis, and report to relevant stakeholders. This role requires collaboration across the organization to support strategic business initiatives. What you'll be doing What will your essential responsibilities include? Lead a highly qualified data analysis and research project team in delivering a range of high-value analytics services and projects, including Power BI dashboards and tools that support intelligence gathering and analysis. Become a subject-matter expert on data from our systems and conduct the analysis required to improve our GTM efforts. Gather requirements from internal and external sources to develop analytics and insights that support decision-making. Build relationships and collaborate with CRM, Analytics, Growth, and Sales Effectiveness teams across AXA XL and AXA Group to provide effective analytics and product solutions to internal stakeholders and colleagues. Use SQL queries, Qlik, and Power BI to produce high-quality, visually engaging analytics tailored to specific business needs. Share business intelligence and data visualization best practices with colleagues across the organization. Analyze data to identify limitations, improve data quality, and actively support data quality initiatives, including User Acceptance Testing (UAT). Create a positive team culture that promotes transparency, ownership, and collaboration. Work with the Senior Manager to leverage the team's capabilities and expand its footprint across the organization. Support management functions in preparing project plans and updates, annual planning materials, large-event support, and steering committee reports. Conduct root cause analysis to identify and understand issues and present potential solutions. Contribute to the Sales Effectiveness strategy by working with underwriters to develop strategic account plans for key AXA XL clients, including client overviews, stakeholder analyses, engagement plans, and growth strategies. Work with key underwriters, product leaders, and executives to build a cohesive view of key clients and brokers. This includes attending internal meetings with key client advocates and underwriting teams. Support the implementation of client-focused tools, including customer relationship management systems (CRM/Salesforce) and data analytics tools, across the business. You will report to the Senior Manager, Sales Effectiveness, Insurance. What you'll bring We're looking for someone who has these abilities and skills: Master's degree and/or relevant experience in insurance, with a focus on client and broker management or insurance operations. Effective consulting and project delivery experience. Ability to work independently and think creatively. Excellent time-management skills. Demonstrated leadership, communication, and influencing skills. Experience working in a project delivery environment; project management certification (e.g., Six Sigma or PRINCE2) is preferred. Experience with Microsoft Copilot and other AI tools. Experience with QlikView or similar BI tools, data mining, and basic statistical concepts is an advantage. Change management and/or project management certification is preferred. Proactive problem-solving, analytical, and decision-making skills, combined with work ethic. Understanding of underwriting analysis and management, financial planning, and reporting is preferred. Who WE are AXA XL, the P&C and specialty risk division of AXA, is known for solving complex risks. For mid-sized companies, multinationals and even some inspirational individuals we don't just provide re/insurance, we reinvent it. How? By combining a comprehensive and efficient capital platform, data-driven insights, leading technology, and the best talent in an agile and inclusive workspace, empowered to deliver top client service across all our lines of business − property, casualty, professional, financial lines and specialty. With an innovative and flexible approach to risk solutions, we partner with those who move the world forward. Learn more at axaxl.com What we OFFER Inclusion AXA XL is committed to equal employment opportunity and will consider applicants regardless of gender, sexual orientation, age, ethnicity and origins, marital status, religion, disability, or any other protected characteristic. At AXA XL, we know that an inclusive culture and enables business growth and is critical to our success. That's why we have made a strategic commitment to attract, develop, advance and retain the most inclusive workforce possible, and create a culture where everyone can bring their full selves to work and reach their highest potential. It's about helping one another - and our business - to move forward and succeed. Five Business Resource Groups focused on gender, LGBTQ+, ethnicity and origins, disability and inclusion with 20 Chapters around the globe. Robust support for Flexible Working Arrangements Enhanced family-friendly leave benefits Named to the Diversity Best Practices Index Signatory to the UK Women in Finance Charter Learn more at axaxl.com/about-us/inclusion-and-diversity. AXA XL is an Equal Opportunity Employer. Total Rewards AXA XL's Reward program is designed to take care of what matters most to you, covering the full picture of your health, wellbeing, lifestyle and financial security. It provides competitive compensation and personalized, inclusive benefits that evolve as you do. We're committed to rewarding your contribution for the long term, so you can be your best self today and look forward to the future with confidence. Sustainability At AXA XL, Sustainability is integral to our business strategy. In an ever-changing world, AXA XL protects what matters most for our clients and communities. We know that sustainability is at the root of a more resilient future. Our 2023-26 Sustainability strategy, called "Roots of resilience", focuses on protecting natural ecosystems, addressing climate change, and embedding sustainable practices across our operations. Our Pillars: Valuing nature: How we impact nature affects how nature impacts us. Resilient ecosystems - the foundation of a sustainable planet and society - are essential to our future. We're committed to protecting and restoring nature - from mangrove forests to the bees in our backyard - by increasing biodiversity awareness and inspiring clients and colleagues to put nature at the heart of their plans. Addressing climate change: The effects of a changing climate are far-reaching and significant. Unpredictable weather, increasing temperatures, and rising sea levels cause both social inequalities and environmental disruption. We're building a net zero strategy, developing insurance products and services, and mobilizing to advance thought leadership and investment in societal-led solutions. Integrating ESG: All companies have a role to play in building a more resilient future. Incorporating ESG considerations into our internal processes and practices builds resilience from the roots of our business. We're training our colleagues, engaging our external partners, and evolving our sustainability governance and reporting. AXA Hearts in Action: We have established volunteering and charitable giving programs to help colleagues support causes that matter most to them, known as AXA XL's "Hearts in Action" programs. These include our Matching Gifts program, Volunteering Leave, and our annual volunteering day - the Global Day of Giving. For more information, please see axaxl.com/sustainability