Territory Asset Analyst

Role Description

This role is a remote role. This means you will be expected to work from your home, within the continental US. If the role is remote, there may be occasions that you are requested to come to the office based on business need. Any requests to come to the office would be communicated with you in advance.

What does it take to be successful at Aflac?

• Acting with Integrity
• Communicating Effectively
• Pursuing Self-Development
• Serving Customers
• Supporting Change
• Supporting Organizational Goals
• Working with Diverse Populations

What does it take to be successful in this role?

• Microsoft Word, Microsoft Excel and PowerPoint: Intermediate
• Excellent problem-solving, analytical, and presentation skills combined with a high degree of creative thinking
• Ability to effectively interact with cross functional teams
• Knowledge of Aflac’s products and procedures, policy data, benefit plans, company terminology, and field force
• Strong project-planning and management skills, including cost benefit analysis
• In-depth knowledge of Aflac’s organizational and functional operating structure

Qualifications

• Bachelor's Degree in Business Administration or a related field
• Four or more years of job-related experience
• Knowledge of the insurance industry with specific focus on Aflac’s sales force hierarchy, internal operations, systems, terminology, and business procedures
• Or an equivalent combination of education and experience

Requirements

• Travel: Less than or equal to 50%

Principal Duties & Responsibilities

• Ensure each field role (RSC, DSC, Associate) understands and executes the Territory’s Asset Management strategy including but not limited to the below:
• Build off of DVP expectations and how each role executes the Territory’s Asset Management strategy; have regular (monthly or as needed) communication with MKDs/RSCs/DSCs/Associates to ensure there is understanding of the strategy and their role in execution.
• Monitor sales activity vs. results and communicate opportunities for improvement.
• Distribute opportunity to include upcoming open enrollments, leading/lagging indicator metrics, etc.
• Distribute OE Plans to DSCs 90-120 days in advance of the effective date; distribute leading indicator reports weekly, lagging reports monthly, and distribute other opportunities, metrics, and results as needed.
• Review leading indicator reports weekly, lagging indicator reports (OE Completion, Avg AP, Seen vs. Sold, etc) monthly and provide insight into opportunity as well as those meeting goals, and suggest action items for resolution (re-DM Presentation Coaching, Access & Control, VAS, etc.)
• Conduct regular calls with MKDs/RSCs/DSCs to ensure leading indicator coordinator meetings/veteran training; provide training topics to MKT for use during MIPS.
• Attend MIPS each month ensuring to rotate monthly; provide insight and recommendations to enrollment barriers, provide assistance with prep and monthly deliverables.
• Attend DSC/Associate monthly coaching meetings to highlight specific enrollment barriers and provide suggestions on how to remove.
• Coach each level on how to remove open enrollment barriers through the use of HQ initiatives, account level strategies, product offerings, VAS, enrollment platforms, etc.
• Serves as a subject matter expert in the design and development of associate and coordinator training materials related to account set-up, post enrollment excellence, account servicing, and open enrollment.
• Monitors and evaluates training programs, processes, and/or practices for quality and effectiveness; facilitates workshops/training programs for the field force to develop the knowledge, skills, and abilities of coordinators and associates, broker collaboration, and veteran training.
• Conducts train-the-trainer sessions to become knowledgeable and efficient in facilitating programs, and works with the markets hierarchy to determine inefficiencies that support the Market’s Asset Management strategy (training, Asset Management, Product, Value Added Services, etc.)
• Monitors market segments for sales patterns and other pertinent performance data; develops and maintains metrics by analyzing sales and performance statistics, sales contest & campaigns; maintains a database of the information used in producing strategies to provide opportunities where the data show opportunity for growth.
• Participate in national, territory, and market meetings, trade shows, special events, seminars, etc.
• Stay abreast of industry-related trends and prepare summaries of important trends for management use.
• Serves as a liaison/resource between the territory and WWHQ to troubleshoot issues both in the field and from headquarters for resolution prior to escalation of a concern; gathers asset management data for the territory and provides strategy changes that will help to establish success with asset management programs through constant communication with WWHQ.

Benefits

• Medical, dental, and vision coverage
• Prescription drug coverage
• Health care flexible spending
• Dependent care flexible spending
• Aflac supplemental policies (Accident, Cancer, Critical Illness and Hospital Indemnity offered at no costs to employee)
• 401(k) plans
• Annual bonuses
• Opportunity to purchase company stock
• 11 paid holidays
• Up to 20 days PTO to be used for any reason
• State-mandated sick leave (Washington employees accrue 1-hour sick leave for every 40 hours worked)
• Compliance with all applicable leave laws, including sick and safe leave, and adoption and parental leave