West Bend Mutual Insurance - West Bend, WI

posted 2 months ago

Full-time
Remote - West Bend, WI
Funds, Trusts, and Other Financial Vehicles

About the position

As a Personal Lines Product and Data Analyst III at West Bend, you will play a crucial role in supporting the profit and growth strategies of our Personal Lines products. This position requires close collaboration with all members of the Personal Lines team, including Analysts, Managers, and the Director of Personal Lines Products and Analytics. Your primary responsibility will be to analyze key competitors and the overall Personal Lines market to recommend changes to rates, coverages, and underwriting positions. You will also be tasked with maintaining and analyzing existing data sources and reports, delivering key insights that will inform decision-making across the organization. In this role, you will identify and evaluate new and emerging data sources for potential use, develop new reports, and establish key performance metrics. As the Product Owner for Personal Lines data, you will work closely with key business partners, including PL actuaries, to articulate data needs and collaborate with technical resources to meet those business needs. You will serve as the final decision maker and primary point of contact for your projects, ensuring that there is a return on investment by prioritizing projects effectively. Your responsibilities will also include ensuring the quality and timeliness of deliverables and interacting with third parties to integrate products and services that support Personal Lines. This position is designed for individuals who are conscientious, dedicated, and customer-focused, with a strong ability to build lasting relationships. At West Bend, we value diversity of thought, experience, and knowledge, and we are committed to fostering a welcoming culture that offers opportunities for meaningful work and professional growth.

Responsibilities

  • Provide support for the profit and growth strategies of the Personal Lines product(s).
  • Collaborate with Analysts, Managers, and the Director of Personal Lines Products and Analytics.
  • Recommend changes to rates, coverages, and underwriting positions based on market analysis.
  • Maintain and analyze existing data sources and reports to deliver key insights.
  • Identify and evaluate new and emerging data sources for potential use.
  • Develop new reports and key performance metrics.
  • Serve as Product Owner for Personal Lines data.
  • Work with key business partners to articulate data needs.
  • Collaborate with technical resources to meet business needs.
  • Ensure return on investment by prioritizing projects effectively.
  • Be responsible for the outcome of deliverables, including quality and timeliness.
  • Interact with third parties to integrate products and services that support Personal Lines.

Requirements

  • 5+ years experience in a Personal Lines Product or Data Management role.
  • Advanced study or certification in a data-related field or data-related techniques or topics.
  • Prior actuarial experience and/or completion of actuarial exams.
  • Minimum one year as Product Owner under Agile operating model.
  • Strong verbal and written communication and interpersonal skills.
  • Ability to perform highly detailed and analytical work.
  • Ability to work independently and meet deadlines.
  • Experience using SQL, Power BI, and Business Objects.
  • Advanced knowledge of MS Excel and Word.

Nice-to-haves

  • Bachelor's degree in Business, Insurance or related field.
  • Associate in Personal Insurance (API) designation.
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