Product Insights and Analytics

Job Number: 25-05703 Find your next opportunity in the Financial Services Industry. ECLARO is looking for a Product Insights and Analytics for our client in New York, NY. ECLARO's client is one of the largest mutual life insurance companies and provides long-term care insurance, mutual funds and retirement-plan services across the US. If you’re up to the challenge, then take a chance at this rewarding opportunity! Position Overview: • Highly analytical, detail-oriented insights professional. • This role will own monthly reporting for key digital client acquisition programs, delivering actionable insights using data from across multiple sources, and will support ad-hoc analyses upon request. • Operate in a fast-paced, highly cross-functional environment where accuracy, clarity, and curiosity matter. • Insight development, data integrity, visually compelling presentations, and high-quality storytelling are core expectations embedded across everything this role delivers. Pay Rate: $43.63/Hour. Responsibilities: • Monthly Reporting: • Compile and present recurring, high-visibility reporting that outlines program performance and informs leadership decision-making. • At times, compiling the reporting may require reconciling disparate sources into a trusted, end-to-end campaign view. • All reporting should identify trends, drivers, and opportunities - with the aim of clearly articulating the "why” behind performance. • Perform thorough data validation and cross-checks to ensure accuracy across all reporting outputs. • Financial Education: • Own the monthly Financial Education performance reports, pulling from Salesforce, Excel-based sources, Tableau, PowerBI, and other internal datasets. • Agent & GO Websites: • Lead monthly reporting leveraging Google Analytics, and internal and vendor data sources. • Extract, segment, and structure Google Analytics data into meaningful groupings aligned to program goals. • Ad-Hoc & One-Time Projects: • Support ad-hoc analyses from partners across Field Enablement, Product, Marketing, and Strategy teams; provide clear, data-backed answers that guide program decisions. • Balance these asks with ongoing monthly reporting deliverables. • Strategic Support (ongoing, ad-hoc): • Respond to leadership and partner requests for targeted analyses, trend deep-dives, and program diagnostics. • Analytics Readiness (ongoing, ad-hoc): • Partner with the broader Product Insights and Analytics team to ensure new metrics and features are measurable, reliable, and integrated into reporting. • Explore new datasets, test emerging KPIs, and help shape measurement frameworks as programs mature. • Tracking & Data Quality (one-time project): • Update and validate tracking parameters (UTMs) across agent digital properties to ensure accurate downstream performance measurement. • Cross-Functional Partnership: • Collaborate across the Client Growth & Retention Value Stream to ensure alignment on goals, measurement, and insight needs. • Support efforts to streamline and automate data processes by helping determine which metrics are essential for reporting automation. • Serve as the day-to-day third-party vendor point of contact for data and reporting, coordinating data file exchanges and ensuring timely, accurate data delivery. Required Qualifications: • 5+ years in data analysis, insights, marketing analytics, or related roles • Proficiency in Excel and PowerPoint • Experience with Google Analytics required • Experience with data visualization tools; Tableau preferred • Familiarity with Insurance or Financial Services is a plus • SQL skills are a plus Preferred Qualifications: • Fluent in Google Analytics (creating and manipulating dashboards) • Excel (Expert) and PowerPoint (Expert) • Tableau experience • Ability to compile and present data to stakeholders, explaining findings from both an analytical and big-picture perspective • Strong attention to detail and organizational skills, especially when reconciling multiple data sources • Values unpacking why outcomes occurred, not just reporting what happened If hired, you will enjoy the following ECLARO Benefits: • 401k Retirement Savings Plan administered by Merrill Lynch • Commuter Check Pretax Commuter Benefits • Eligibility to purchase Medical, Dental & Vision Insurance through ECLARO If interested, you may contact: Carlo Flores Carlo.Flores@eclaro.com 6466952934 Carlo Flores | LinkedIn Equal Opportunity Employer: ECLARO values diversity and does not discriminate based on Race, Color, Religion, Sex, Sexual Orientation, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status, in compliance with all applicable laws.