Carrier Strategy Analyst in Chicago, Illinois

Carrier Strategy Analyst

The Carrier Strategy Analyst plays a key role in supporting carrier relationships, agency operations, and strategic growth initiatives through data analysis and reporting. This individual will work closely with leadership, finance, and agency partners to analyze production trends, carrier performance, and market opportunities that improve placement strategy, profitability, and overall carrier economics. This role is ideal for someone who enjoys combining analytics with business strategy in a fast-paced, growth-oriented environment.

• Partner with the Chief Revenue Officer (CRO) to manage contingent revenue forecasting, budgeting, and performance tracking
• Build, maintain, and enhance reporting related to carrier performance, including premium volume, policy counts, retention, profitability, and loss data
• Analyze production data to identify carrier revenue opportunities and growth trends across the organization
• Support strategic initiatives aimed at improving carrier economics through benchmarking and performance analysis
• Develop dashboards and reporting tools that provide actionable insights to agency leadership and internal stakeholders
• Support agency partners with carrier analytics related to policy placement, renewals, negotiations, and market strategy
• Identify trends in claims activity, loss ratios, and industry performance to help support specialization and profitability initiatives
• Consolidate and manage data from multiple systems and sources, including carrier reports, CRM platforms, Power BI, and agency management systems
• Assist leadership with ad hoc reporting, forecasting, and strategic analysis projects as needed

• Bachelor's degree in Data Analytics, Business, Finance, Statistics, or a related field
• 2-5 years of experience in data analysis, business analytics, or financial analysis, preferably within insurance brokerage, financial services, or a related industry
• Strong proficiency in Excel and Power BI
• Experience building dashboards, reports, and data visualizations for business stakeholders
• Ability to analyze complex datasets and translate findings into actionable business recommendations
• Strong attention to detail and commitment to data accuracy
• Excellent organizational and communication skills with the ability to manage multiple priorities in a fast-paced environment

• Experience working within the insurance industry, particularly in brokerage or carrier environments
• Familiarity with agency management systems, CRM platforms, and insurance reporting tools
• Understanding of carrier relationships, underwriting considerations, and brokerage revenue models
• Knowledge of contingent commissions, incentive structures, and profitability metrics
• Exposure to predictive analytics, forecasting, or financial modeling

• Opportunity to make a direct impact in a rapidly growing organization
• Exposure to executive leadership and strategic initiatives
• Collaborative and entrepreneurial culture
• High-visibility role with opportunities for growth and advancement
• Work alongside agency partners and leadership teams across the country

Target compensation: 60K plus bonus Open to in office or hybrid