Strategy & Operations Analyst - Affiliates

Job Title: Strategy & Operations Analyst - Affiliates

FLSA Status: Exempt

Job Family: Affiliates

Department: Strategy & Operations - Affiliates

Location: Corporate Office (Fort Wayne, IN)

JOB SUMMARY
Responsible for assisting Affiliate personnel and management to carry out project tasks to develop, design, automate, compile, prepare, analyze, summarize, and test information used for strategic, sales, operational, financial, and/or legal needs. Responsible for collecting, evaluating, and analyzing Affiliates information to provide observations and recommendations to Affiliates management/staff, agents, and other departments within Brotherhood Mutual. Provide training and development for Affiliates staff to
meet evolving divisional and corporate needs.

POSITION ESSENTIAL FUNCTIONS AND RESPONSIBILITIES
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Understand objectives, business strategies, and key performance indicators to provide meaningful management information and analysis to help drive the Affiliates division and companywide business performance.
• Ensure the preparedness of Affiliate Leadership team through activities such as analyzing information, developing materials and communications, and recommending appropriate action.
• Assist in the planning, development, coordination and implementation of departmental strategies and goals.
• Identify current or future problems or process improvement opportunities, analyze, and compare information, identify cause and effect relationships, explore alternative solutions, including but not
  limited to leveraging Robotic Process Automation, ChatGPT, and/or API connections, and provide recommended solutions to Affiliates management.
• Develop and provide training and resources for Affiliates staff to meet evolving divisional needs, ensuring databases, manuals, systems, and training materials are accurate and up-to-date and that new Affiliates staff are prepared to be deployed to their departments.
• Lead the quality improvement process. Create and implement improvement opportunities uncovered through metrics and feedback.
• Work with interdepartmental teams to implement Affiliate and companywide business development and betterment initiatives.
• Maintain knowledge of current and emerging technologies and systems used within the Affiliates division and the company.
• Review operational workflows, document findings, and provide recommendations to Affiliates management.
• Develop, create, and implement operational standards, procedures, and best practices.
• Effectively and professionally communicate Affiliates information to staff, agents, and other company personnel.
• Coordinate and research special projects and assignments.
• Complete other projects as assigned.

KNOWLEDGE, SKILLS, AND ABILITIES
The requirements listed below are representative of the knowledge, skills, and/or abilities required to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with
disabilities to perform the essential functions.

• Ability to plan, manage, and administer complex research projects.
• Demonstrated strong interpersonal skills at all levels of the company.
• Demonstrated knowledge of IT systems and data management reporting tools.
• Strong research, organizational, analysis, and summarization skills.
• Excellent customer service, time management, and analytical skills.
• Effective verbal, written, and listening communication skills.
• Ability to make independent decisions and manage multiple projects simultaneously.
• Must develop creative solutions to problems and be comfortable working in a fluid environment.
• Must be able to instruct and train others and support other teams within the Affiliates division.
• Must have the ability to handle difficult situations diplomatically.
• Must know company workflow and functions of other departments.
• Effectively interface with external contacts, Brotherhood employees, managers, and department staff members.

EDUCATION AND/OR EXPERIENCE
List Degree Requirement, Years' Experience, and Certifications

• Bachelor’s degree in insurance, business, finance, statistics or related fields is required.
• Must have three years of general business, insurance, project management, customer service, or financial industry-related experience, including research, qualitative/quantitative business analysis, data mining, process improvement, or other related experience.
• Experience within the insurance or financial services industries is desired.

Terms and Conditions

This description is intended to describe the general content of and requirements for the performance of this position. It is not to be construed as an exhaustive statement of duties, responsibilities, or requirements.

Because the company’s niche is the church and related ministries market, and because effective service requires a thorough understanding of this market, persons in this position must be familiar with church operations and must conduct themselves in a manner that will neither alienate nor offend persons within this target niche.

Brotherhood Mutual Insurance Company reserves the right to modify, interpret, or apply this position description in any way the company desires. This job description in no way implies that these are the only duties, including essential duties, to be performed by the employee occupying this position. This position description is not an employment contract, implied or otherwise. The
employment relationship remains “at-will”.