Director, Business Analytics

WHO WE ARE

Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success.

WHAT WE’RE LOOKING FOR

The Director, Business Analytics leads complex financial, sales, and business performance analyses that support strategic decision-making, growth initiatives, and organizational performance. The individual in this role partners with business leaders and cross-functional teams to evaluate producer opportunities, measure business-line performance, identify trends and opportunities, and translate complex data into clear, actionable recommendations.

The Director develops financial and predictive models, scalable analytical tools, executive reporting, and performance measurement frameworks that improve the consistency, speed, and quality of business decisions. This individual serves as a trusted analytical partner to leadership and works closely with Sales, Finance, Human Resources, Legal, Technology, Data, and other business functions to strengthen organizational analytics, reporting standards, and data-driven decision-making.

A GLIMPSE INTO YOUR DAY

• Develops sophisticated financial models and scenario analyses to evaluate prospective producer opportunities, including compensation structures, expected production, ramp periods, retention assumptions, acquisition costs, profitability, and other relevant financial and business considerations.
• Develops repeatable modeling tools, methodologies, templates, and decision frameworks that improve consistency and efficiency in evaluating producer recruiting and other growth opportunities.
• Partners with Sales leadership, Human Resources, Finance, Legal, and other stakeholders to validate financial and operational assumptions, assess risks and opportunities, and provide analyses supporting proposed producer offers and related business decisions.
• Partners with ancillary line and business leaders to establish and evaluate key performance indicators related to revenue, organic growth, retention, pipeline, cross-sell activity, producer productivity, client mix, profitability, operational performance, and other business priorities.
• Develops, maintains, and enhances executive dashboards, recurring scorecards, forecasts, and performance reporting.
• Leads complex analyses of financial, sales, workforce, client, and operational data to identify performance drivers, emerging trends, business opportunities, and areas requiring management attention.
• Applies statistical analysis, predictive modeling, segmentation, trend analysis, and other advanced analytical techniques to evaluate producer success, sales conversion, retention, cross-sell potential, productivity, profitability, and other key business outcomes.
• Develops and evaluates forecasting models, propensity models, productivity benchmarks, compensation analyses, workforce analyses, and other analytical solutions that improve planning and decision-making.
• Translates complex analytical findings into concise, decision-ready recommendations, presentations, and narratives appropriate for business-line leaders and senior management.
• Uses data visualization and storytelling techniques to communicate complex financial and analytical concepts clearly to technical and non-technical audiences.
• Responds to strategic and ad hoc analytical needs by defining business questions, identifying appropriate data and methodologies, conducting analysis, evaluating alternatives, and presenting practical recommendations.
• Establishes and promotes common data definitions, analytical methodologies, reporting standards, documentation, and controls to improve consistency, transparency, and confidence in organizational metrics.
• Develops scalable datasets, analytical tools, automated reporting processes, and data quality controls that improve the accuracy, efficiency, and repeatability of business analysis.
• Partners with Technology, Data, Finance, and other stakeholders to improve data availability, quality, governance, integration, and analytical capabilities across the organization.
• Identifies opportunities to streamline manual processes and expand the use of automation, analytics, and self-service reporting to improve organizational efficiency and access to information.
• Embraces technology, automation, and proprietary AI tools to improve analytical capabilities, productivity, data interpretation, reporting, and decision support while promoting appropriate governance and responsible use.
• Maintains awareness of emerging analytics technologies, methodologies, business trends, and industry practices and identifies opportunities to strengthen analytical capabilities and business performance.
• Leads or contributes to strategic initiatives and special projects requiring complex financial, business, or quantitative analysis.
• Performs other projects, duties, and tasks, as assigned.

WHAT SUCCESS LOOKS LIKE IN THIS ROLE

• High school diploma or equivalent required. Bachelor's degree in Finance, Accounting, Economics, Business Analytics, Data Analytics, Statistics, Mathematics, Business Administration, or a related field preferred.

• Minimum 7 years of progressive experience in business analytics, financial analysis, sales analytics, strategic finance, business intelligence, data analytics, or a related field.
• Demonstrated experience developing complex financial models, forecasts, scenario analyses, or other decision-support models.
• Advanced analytical and quantitative skills with demonstrated ability to evaluate large or complex datasets, identify meaningful trends, and translate findings into practical business recommendations.
• Experience developing and evaluating business performance measures, KPIs, dashboards, scorecards, and executive-level reporting.
• Experience applying statistical, predictive, segmentation, forecasting, or other advanced analytical techniques to business problems.
• Strong business and financial acumen, including the ability to evaluate revenue, growth, productivity, profitability, investment, and other key business drivers.
• Advanced proficiency with Microsoft Excel and experience with business intelligence, visualization, financial modeling, statistical, or analytical tools.
• Demonstrated ability to partner effectively with senior leaders and cross-functional stakeholders and influence decisions through analysis and business judgment.
• Excellent written, verbal, and presentation skills with the ability to translate complex analytical concepts into clear recommendations for varied audiences.
• Demonstrated ability to manage multiple complex priorities and analytical projects in a fast-paced environment with a high degree of autonomy.
• High level of proficiency in Microsoft Office and related business technology platforms.
• Must be computer literate with the ability to learn and effectively apply new software applications, automation solutions, and proprietary AI tools.
• Willingness to adhere to all principles of confidentiality and responsible handling of employee, financial, client, and business information.
• Ability to travel based on business need.

WHY CHOOSE RELATION?

• Competitive pay.
• A safe and healthy work environment provided by our robust benefit program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays and more.
• Career advancement and development opportunities.

.

Note: The above is not all encompassing of the full position description. 

Relation Insurance Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

.