Competitive Intelligence Analyst
Jobtailor
Monitor competitor activity across the life insurance and annuity markets. Collaborate with Product, Pricing, Sales, Marketing, Strategy, and Leadership teams and serve as a trusted partner. Conduct competitive research & analyze on Life & Annuity carriers, products, distribution models, and market strategies. Track industry trends, sales results, market share changes, earnings releases, and strategic developments. Create and maintain Competitive intelligence materials such as Competitor profiles, Sales Battlecards, Competitive Flyers, Product Comparison Guides, executive briefings. Review product filings, prospectuses, rate sheets, product guides, and regulatory submissions and translate information into actionable business insights. Partner with Sales, Distribution, and Wholesaling teams to support competitive sales efforts. Create comparison tools that help differentiate company solutions. Deliver recurring competitive intelligence reports and market updates. Present insights and recommendations to business leaders and stakeholders for better decision making. Deliver insights in clear, concise, and actionable formats. Leverage AI and approved technologies to improve research and insight generation. Identify opportunities to automate reporting and monitoring processes. Maintain competitive intelligence repositories and knowledge resources. Requirements Bachelor’s degree in business, Finance, Economics, Marketing, Insurance, or a related field. FLMI or other insurance industry designations preferred. 4+ years of experience within Life & Annuity industry in the field of Competitive Intelligence, Market Research, Product management, Product Development, Pricing, Sales Enablement. Strong understanding of annuity and life insurance products and competitive marketplace dynamics. Advanced research and analytical skills. Proficiency in Microsoft Office applications such as Excel (advanced), PowerPoint, Word, and SharePoint. Experience building Power BI dashboard is nice to have. Experience working with competitive intelligence databases and research tools such as LifeTrends, Competiscan, Compu Life, Wink, Annuity Rate Watch, LIMRA, Beacon, and related industry resources. Experience leveraging AI tools such as Microsoft Copilot to improve research and productivity. Excellent written, verbal, and presentation skills with ability to communicate effectively with executives and senior leaders. Ability to simplify complex concepts into clear, actionable recommendations. Strong storytelling and data visualization capabilities. Core Competencies Demonstrates expertise in Competitive Intelligence and Market Research within the Life and Annuity industry, leveraging advanced analytical skills and proficiency in Microsoft Office applications to deliver actionable insights and strategic recommendations. Capable of simplifying complex data into clear presentations for executive decision-making. Highest-signal resume keywords Competitive Intelligence Market Research Life Insurance Products Advanced Analytical Skills Microsoft Office Proficiency ATS Optimization Keywords Hard Skills Competitive Analysis Data Visualization Product Management Product Development Pricing Strategy Sales Enablement Research Methodologies Report Generation Market Trend Analysis Comparison Tool Creation Soft Skills Excellent Communication Storytelling Presentation Skills Collaboration Simplification of Complex Concepts Certifications & Qualifications Bachelor’s Degree FLMI Industry Keywords Life Insurance Annuity Competitive Marketplace Dynamics Sales Battlecards Product Comparison Guides Regulatory Submissions Market Share Changes Earnings Releases Strategic Developments AI Tools Tools & Technologies Microsoft Excel Microsoft PowerPoint Microsoft Word Microsoft SharePoint Power BI LifeTrends Competiscan Compu Life Wink Annuity Rate Watch #J-18808-Ljbffr Jobtailor
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