Broker Sales Analyst

Allianz is a leading insurance company seeking a Business Development Analyst to support their North American Distribution team in Alpharetta. This hybrid role focuses on leveraging data and technology to generate insights, enhance sales operations, and drive 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

• 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
• 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

Benefits

• Eligibility for performance-based incentives
• Comprehensive benefits
• Hybrid working
• Flexible working arrangements
• 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