The posting
The Opportunity
Assurant is looking for a Senior Channel Optimization Executive to help drive the growth and optimization of our protection programs within Financial Services clients.
In this highly collaborative and client-facing role, you will identify business opportunities, analyze portfolio performance, and develop strategies that strengthen customer value and channel effectiveness. You will work closely with client stakeholders, sales leadership, and internal partners to evaluate results, implement program enhancements, and support successful execution across distribution channels.
Through data analysis, market insights, and frontline feedback, you will provide strategic recommendations that strengthen business performance, improve the customer experience, and help maintain a competitive market position.
What You Will Do
- Drive production, engagement, and program penetration across the assigned client’s branch network by partnering with market leaders, branch management, and frontline teams.
- Support and optimize the Personal Accident telemarketing sales channel by monitoring campaign performance, analyzing conversion and penetration metrics, and identifying opportunities for growth.
- Design, coordinate, and deliver program training for client leadership, branch personnel, and sales teams, including train-the-trainer sessions.
- Monitor, analyze, and communicate program performance, compliance, and key business metrics.
- Partner with client leadership to develop and execute strategic action plans that support sales, penetration, retention, and customer experience goals.
- Build and maintain strong relationships with client stakeholders, serving as a trusted advisor on program optimization, channel development, and growth opportunities.
- Present program results, business insights, market trends, and recommended actions to client and Assurant leadership.
- Evaluate the effectiveness of sales, marketing, training, and operational initiatives, including ROI analysis and recommendations.
- Serve as the primary liaison between Assurant and the assigned client within the relevant markets and areas of responsibility.
- Support the planning and execution of sales campaigns, promotions, recognition programs, and incentive initiatives.
- Conduct competitive and market analysis to identify emerging trends, risks, and business opportunities.
- Collaborate with internal and client partners to resolve operational, service, and customer experience challenges.
- Manage multiple priorities, projects, and initiatives with sound judgment and limited supervision.
- Lead or participate in special projects and other business initiatives as assigned.
Basic Qualifications
- Bachelor’s degree or equivalent professional experience.
- At least three years of experience in retail or another client-facing environment.
- Strong verbal and written communication skills, particularly by telephone and email.
- Ability to engage and communicate effectively with leadership, including in high-pressure situations.
- Proficiency in Microsoft Office applications.
- Strong analytical skills, including the ability to evaluate program performance, develop improvement plans, and execute against those plans.
- Strong presentation and public-speaking skills.
- Advanced knowledge of sales and training techniques, client service, account development, multimedia presentations, graphics, and marketing standards.
- Ability to work effectively in a fast-paced environment, manage competing priorities, and meet tight deadlines.
- Ability to influence internal and external stakeholders by clearly communicating client-specific value propositions and recommendations.
