Distribution Operations Analyst

CNA

Radnor, Pennsylvania

JOB DETAILS
SKILLS
Administrative Skills, Analysis Skills, Brokerage, Business Processes, Business Strategy, Communication Skills, Customer Support/Service, Detail Oriented, Distribution Channel, Distribution Operations, Financial Planning and Analysis (FP&A), Insurance, Leadership, Legal, Licensing, Mergers and Acquisitions, Microsoft Excel, Microsoft Office, Microsoft Word, Multitasking, Operational Audit, Organizational Skills, Presentation/Verbal Skills, Problem Solving Skills, Process Improvement, Progress Reports, Reporting Skills, Sales, Salesforce.com, Team Player, Time Management, Underwriting, Writing Skills
LOCATION
Radnor, Pennsylvania
POSTED
11 days ago

You have a clear vision of where your career can go. And we have the leadership to help you get there. At CNA, we strive to create a culture in which people know they matter and are part of something important, ensuring the abilities of all employees are used to their fullest potential. 

JOB DESCRIPTION:

The Distribution Operations Analyst, on the Distribution Enablement team, will be responsible for the distribution & agency supporting the distribution CNA regions, business units, underwriters and external distribution partners.  Collaborate with Underwriting resources to educate them on contracts, applications and processes that impact agency experience and production. Partners with Underwriting resources, Brokers to understand and analyze agency issues and develop solutions to provide high quality internal and external service and experience.

 

This is a hybrid position working 2-3 days per week from our Chicago or Radnor, PA office.


Essential Duties & Responsibilities
1. Provide customer service for agencies, regions, UT/UA/underwriters and business units on coding, agency data, or reporting for specific agencies. As required, will directly engage with brokers and agents to understand the issue, determine the best course of action and resolve the situation in partnership with Underwriting resources.
2. Support Additional Compensation drafting process by verifying coding, key contacts, payment addresses, and ensuring calculations are reviewed. Provide reports and high-level analysis for regional leaders or agencies as directed to indicate progress and explain calculations to drive understanding of additional compensation agreements. Participate in the annual audit of contracts to reflect changes due to agency results, mergers & acquisitions or business strategy.
3. Train and support Underwriting Administrative Assistants in leveraging supplemental compensation contracts, progress reports and statements and educating them on how the contracts work and how to interpret the reports.
4. Responsible for partnering with agents/brokers and Underwriting resources to accurately build reporting and compensation hierarchies for our distribution partners which are impacted by M&A activity, dispositions or relocations. Collaborate with the Operations Agency Team to ensure the strategic changes are accurately reflected in coding hierarchies.
5. Support Agency Team in obtaining decisions from Regional Leaders when there is a need for key information from mergers & acquisitions, contracting, agency terminations or refreshing key agency attributes.
6. Update Salesforce to establish new relationships, transfer key intelligence for consolidated relationships, or archive terminated relationships. Keep Salesforce current for contacts, distribution team assignments, transferring open opportunities and partner with the Salesforce team to close out pipeline, opportunities or sales calls.
7. Resolve statutory licensing/appointment escalations internally and externally including phone calls to the broker carrier licensing support teams. As needed, engage with CNA Law Department to refine messaging and solve more complex problems.
8. Participate in shaping business processes for agency maintenance and provide insight and recommendations for special projects involving agency coding, contracting or strategy changes.
9. As required, will collaborate with FP&A, Technology, Legal and Operations to resolve issues and revise processes.
10. Will be viewed as a subject matter expert for supplemental compensation contracts and reporting hierarchies.

 

Skills, Knowledge and Abilities
1. Knowledge of the insurance industry and the company's goals and objectives related to agencies, field operations and underwriting.
2. Detail oriented with good analytical skills and desire to learn and optimize processes
3. Strong organizational skills and ability to coordinate multiple tasks and meet deadlines
4. Customer Service mentality with good collaborative and communication skills (written and oral) with ability to facilitate meetings of low complexity
5. Ability to work independently
6. Knowledge of Microsoft Office suite as well as other business-related software. Proficiency in Excel and Word.

 

Education & Experience
1. Bachelor’s degree, in related discipline or equivalent experience
2. Typically, two years of relevant work experience.

#LI-Hybrid

#LI-MA1

In certain jurisdictions, CNA is legally required to include a reasonable estimate of the compensation for this role. In District of Columbia,California, Colorado, Connecticut, Illinois,Maryland, Massachusetts, New York and Washington, the national base pay range for this job level is $47,000 to $78,000 annually. Salary determinations are based on various factors, including but not limited to, relevant work experience, skills, certifications and location. CNA offers a comprehensive and competitive benefits package to help our employees – and their family members – achieve their physical, financial, emotional and social wellbeing goals.  For a detailed look at CNA’s benefits, please visit cnabenefits.com.


CNA utilizes AI-enabled technology during the recruiting process. For more information, please visit our careers page.


CNA is committed to providing reasonable accommodations to qualified individuals with disabilities in the recruitment process. To request an accommodation, please contact 

leaveadministration@cna.com

About the Company

C

CNA

CNA's approach to research is a modern iteration of the Newtonian principle that complex, dynamic processes are best understood through direct observation of events and people. That was the methodology CNA analysts first applied in the 1940s when they pioneered the field of operations research by helping the Navy address the German U-boat threat. Not content to study the problem from afar, this small group of MIT scientists insisted on deploying with Navy forces in order to observe operations and collect the data needed for meaningful analyses. Their groundbreaking work, and the anti-submarine warfare equations it produced, set a standard for operations research methods that CNA has maintained for 75 years. Today, with more than 500 professionals at our headquarters and 50 researchers in the field, CNA still takes a multi-disciplinary, real-world approach to our work. On-site analysts carefully observe all aspects of a process—people, decisions, actions, consequences—and then collaborate with a headquarters-based research team to assess data and arrive at findings. CNA's objective, empirical research and analysis helps decision makers develop sound policies, make better-informed decisions, and manage programs more effectively. Our work, which in its early decades focused solely on defense-related matters, has grown to include investigation and analysis of a broad range of national security, defense, and public interest issues including education, homeland security and air traffic management. Through our Center for Naval Analyses and Institute for Public Research, we provide public-sector organizations with the tools they need to tackle the complex challenges of making government more efficient and keeping our country safe and strong.
COMPANY SIZE
100 to 499 employees
INDUSTRY
Other/Not Classified
FOUNDED
1940
WEBSITE
https://www.cna.org/