The position will collaborate with Finance, Agency and Direct-to-Consumer (DTC) Leadership to develop strategies, tactics and initiatives to help Gerber Life successfully grow its premium stream in an economically viable manner. The person will quantify the impact of the strategies, tactics and initiatives while developing both the Operating Plan and longer term Strategic Plans for Sales, First Year Premium, Renewal Premium and Total Premium. Key assumptions include: Applications, Issues, Policies, Issue Rates, Conversion Rates, Premium per Policy, 1st Year Lapse Rates, Retention Rates and associated Timing Curves. The position will develop unique plans for both Agency and DTC distribution channels. A roll-up for the enterprise will also be provided. The position will generate reports and conduct analysis on monthly, quarterly and YE schedules. Analysis will typically focus on variances to Plan and Year-over-Year (YOY) changes. Additionally, ad hoc reports and analysis will be completed for both internal and external stakeholders. Participation in audits (such as the quarterly DTC Deferred Spend analysis) requires strict attention to detail and adherence to time commitments. The person must love numbers, have great attention to detail, a passion for accuracy and strong documentation skills.
Physical and Environmental Requirements
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