This position reports to the VP of Commercial Insurance, CI, Revenue Analytics & Panel Management and supports revenue growth in Commercial P&C Panels and Cross-Sell of Commercial Insurance Products.
 

Key Responsibilities:
 

Commercial P&C Panel

Manage, coordinate, and track new and existing Panels within CI P&C. Drive operational alignment and efficiencies to support P&C Panels. Conduct financial reporting and performance tracking. Engage and communicate with external Producer partners. Coordinate and create internal and external presentations to launch new Panels or update existing ones. Publish Panel resources, training materials, and account prospects to engage internal Field Operations and Distribution teams. Collaborate with Legal to execute necessary NDAs and Panel Agreements.
 

Cross-Sell

Collaborate with data analytics and Field Operations to refine cross-sell reporting metrics, focusing on large Key Accounts. Communicate cross-sell results to relevant internal and external stakeholders to enhance understanding and support improvement. Establish regular meetings to review cross-selling results, with detailed analysis by Region, Branch, Line of Business, Industry Practice, or other market segments. Track the effectiveness of cross-sell efforts and report insights to CI leadership.

Qualifications: 

Strong ability to use data to drive decision-making and support conclusions.Excellent written and verbal communication skills.Proficient in using tools such as Artificial Intelligence (e.g., ChatGPT), Teams, Qlik software, PowerPoint, and Excel (including formulas, pivot tables, VBA macros, Power Query, etc.).
 

Education and Experience:

Minimum of 5 years of experience in the insurance industry; P&C insurance experience preferred.