Client Data Analyst, Sales Effectiveness
AXA Wrocław, Lower Silesian Voivodeship, Poland
Insurance · 10,001+ employees
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About the role
The Client Data Analyst will develop complex SQL scripts and tools to support sales effectiveness and strategic business initiatives. They will analyze operational data to provide actionable business recommendations and create meaningful dashboards for stakeholders.
What they look for
Requirements
Candidates must have at least two years of experience in data management or analysis with advanced SQL and Power BI skills. A university degree or relevant professional experience is required, along with proficiency in Python and AI-driven tools.
Benefits
Full description
Client Data Analyst, Sales Effectiveness
Wroclaw, Poland
The Sales Effectiveness Team is part of the Insurance Marketing & Distribution organization. It is a strategic research and analytics team that supports broker- and client-facing teams. You will help create tools for annual planning, event management, and go-to-market intelligence to support the execution of underwriting strategy and strategic projects for the Insurance segment in the Americas. The Client Data Analyst plays a key role in ensuring that high-quality data and tools provide the insights and content needed to succeed in the marketplace. The role requires analytical skills to evaluate operational data from internal and external sources, interpret findings, perform root-cause analysis, and report results to relevant stakeholders. You will work across the organization to support strategic business initiatives.
What you’ll be doing
What will your essential responsibilities include?
- Work in a big data environment, providing analysis, metrics, and reports that support the client management framework.
- Understand relevant data from our systems and perform the required analyses.
- Develop complex SQL scripts to retrieve data from strategic systems.
- Develop tools based on stakeholder requirements that can be used by other teams and regions.
- Gather qualitative and quantitative data and use advanced analytics and forward-looking insights to deepen understanding of client and broker portfolios and produce actionable business recommendations.
- Use data and research tools, including Copilot, Excel, SQL, Power BI, Qlik, Python, and infographics, to produce meaningful dashboards and presentations for stakeholders at all levels.
- Work independently to deliver high-value analytics projects.
- Contribute to large-scale projects and initiatives with business teams and key stakeholders, applying broad and in-depth technical knowledge.
- Improve existing processes by identifying and successfully implementing continuous improvement opportunities.
- Share business intelligence and data visualization expertise and best practices with colleagues across the organization.
- Collaborate with the Reinsurance Client Intelligence team to leverage its capabilities and build on its success in delivering high-quality tools and services.
What you’ll bring
We’re looking for someone who has these abilities and skills:
- University degree or relevant professional experience in data administration and analysis.
- At least two years of experience working with data, preferably in data management or data quality.
- Advanced SQL skills and a good understanding of database structures.
- Advanced experience with Copilot and other AI tools and solutions.
- Excellent data-processing and technical skills, with knowledge of Excel, SQL, business intelligence tools, and Python.
- Expert knowledge of Power BI and the Power Apps environment, supported by practical experience.
- Excellent analytical skills, with the ability to collect, organize, analyze, interpret, and communicate significant amounts of information with attention to detail and accuracy.
- Experience in a customer- or client-facing role involving the collection and analysis of data and insights, such as research, surveys, and other analyses.
- Proficient Microsoft Office user, particularly in Word and Excel, with the ability to produce high-quality PowerPoint presentations.
- Proven stakeholder-management experience and the ability to communicate confidently with stakeholders across the business and wider group.
- Ability to work to tight deadlines and consistently deliver within agreed timescales.
- Proven ability to manage large-scale projects and initiatives, with hands-on experience working on projects managed using Agile methodology.
What we offer
Who WE are
AXA XL, the P&C and specialty risk division of AXA, is known for solving complex risks. For mid-sized companies, multinationals and even some inspirational individuals we don’t just provide re/insurance, we reinvent it.
How? By combining a comprehensive and efficient capital platform, data-driven insights, leading technology, and the best talent in an agile and inclusive workspace, empowered to deliver top client service across all our lines of business − property, casualty, professional, financial lines and specialty.
With an innovative and flexible approach to risk solutions, we partner with those who move the world forward.
Learn more at axaxl.com
What we OFFER
Inclusion
AXA XL is committed to equal employment opportunity and will consider applicants regardless of gender, sexual orientation, age, ethnicity and origins, marital status, religion, disability, or any other protected characteristic. At AXA XL, we know that an inclusive culture and enables business growth and is critical to our success. That’s why we have made a strategic commitment to attract, develop, advance and retain the most inclusive workforce possible, and create a culture where everyone can bring their full selves to work and reach their highest potential. It’s about helping one another — and our business — to move forward and succeed.
- Five Business Resource Groups focused on gender, LGBTQ+, ethnicity and origins, disability and inclusion with 20 Chapters around the globe.
- Robust support for Flexible Working Arrangements
- Enhanced family-friendly leave benefits
- Named to the Diversity Best Practices Index
- Signatory to the UK Women in Finance Charter
Learn more at axaxl.com/about-us/inclusion-and-diversity. AXA XL is an Equal Opportunity Employer.
Total Rewards
AXA XL’s Reward program is designed to take care of what matters most to you, covering the full picture of your health, wellbeing, lifestyle and financial security. It provides competitive compensation and personalized, inclusive benefits that evolve as you do.
We’re committed to rewarding your contribution for the long term, so you can be your best self today and look forward to the future with confidence.
Sustainability
At AXA XL, Sustainability is integral to our business strategy. In an ever-changing world, AXA XL protects what matters most for our clients and communities. We know that sustainability is at the root of a more resilient future. Our 2023-26 Sustainability strategy, called “Roots of resilience”, focuses on protecting natural ecosystems, addressing climate change, and embedding sustainable practices across our operations.
Our Pillars:
- Valuing nature: How we impact nature affects how nature impacts us. Resilient ecosystems - the foundation of a sustainable planet and society – are essential to our future. We’re committed to protecting and restoring nature – from mangrove forests to the bees in our backyard – by increasing biodiversity awareness and inspiring clients and colleagues to put nature at the heart of their plans.
- Addressing climate change: The effects of a changing climate are far-reaching and significant. Unpredictable weather, increasing temperatures, and rising sea levels cause both social inequalities and environmental disruption. We're building a net zero strategy, developing insurance products and services, and mobilizing to advance thought leadership and investment in societal-led solutions.
- Integrating ESG: All companies have a role to play in building a more resilient future. Incorporating ESG considerations into our internal processes and practices builds resilience from the roots of our business. We’re training our colleagues, engaging our external partners, and evolving our sustainability governance and reporting.
- AXA Hearts in Action: We have established volunteering and charitable giving programs to help colleagues support causes that matter most to them, known as AXA XL’s “Hearts in Action” programs. These include our Matching Gifts program, Volunteering Leave, and our annual volunteering day – the Global Day of Giving.
For more information, please see axaxl.com/sustainability.
Who we are
(AXA Group / AXA Entity)
Want to know more?
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