Agency & Retail Broking | Central Strategy Team

Position Overview

We are looking for a highly analytical and execution-focused individual to support strategic initiatives, business reporting, campaign management, and partner performance across the Agency & Retail Broking channel. The role sits within the Central Strategy team and requires strong data-analytics capability and the ability to translate business insights into actionable strategies that drive growth, productivity, and partner engagement.

The individual will work closely with business leaders, sales teams, regional stakeholders, and cross-functional teams to monitor key business metrics, drive performance-improvement initiatives, manage campaigns, and ensure seamless servicing of brokers and agency partners.

Key Responsibilities

- Business Reporting & MIS: Own and manage daily, weekly, and monthly business reports, dashboards, and MIS.
- KPI Monitoring & Performance Tracking: Track and analyze premium growth, policy count, partner activation, productivity, retention, campaign performance, and profitability indicators.
- Data Analytics & Insights: Perform deep-dive analyses to identify business opportunities, portfolio trends, pricing impact, growth drivers, and areas requiring corrective action.
- Campaign Management: Conceptualize, launch, track, and evaluate incentive programs, sales contests, and partner engagement campaigns across the channel.
- Strategy Execution Support: Assist in designing, implementing, and monitoring initiatives aimed at improving business growth, partner productivity, and operational efficiency.
- Cross-functional Coordination: Collaborate with Pricing, Product, Operations, Finance, Technology, and Sales teams to ensure smooth execution and timely resolution of partner concerns.
- Process Improvement: Identify automation opportunities, reduce manual intervention,



and enhance efficiency through data-driven optimization.

Must-Have Skills

- Advanced Microsoft Excel – Power Pivot, data models, cohort analysis, and weighted averages.
- Strong analytical and problem-solving ability with a data-driven, structured approach to decision-making.
- Ability to interpret large datasets and convert them into clear, actionable business insights.
- Understanding General Insurance products and distribution channels.
- High ownership, attention to detail, and accurate execution of instructions.
- Excellent verbal and written communication skills.

Good-to-Have Skills

- Working knowledge of Power BI, Power Query, and Power Automate for reporting and workflow automation.
- Exposure reporting frameworks, dashboard development, and performance-tracking systems.
- Strong stakeholder management and cross-functional collaboration experience.
- Ability to manage multiple projects in a fast-paced environment.

Qualifications & Experience

- MBA from a Tier 1 or Tier 2 institute (Preferred)
- 1 to 3 years of experience in Strategy, Business Analytics, Sales Strategy, Insurance, or Consulting.
- Prior experience in General Insurance, BFSI, Insurtech, or Financial Services preferred.
- Experience with large datasets, reporting tools, and business-intelligence platforms preferred.

What Success Looks Like

- Accurate and timely delivery of business MIS and performance reports.
- Actionable insights that improve channel productivity and business growth.
- Successful execution of partner engagement and incentive campaigns.
- Enhanced reporting automation and reduced manual effort.

Job Snapshot

Updated Date

15-09-2026

Job ID

Job0841

Sub Department

Agency and Retail Brokers Strategy and Central Sales

Location

Bengaluru - Atlantis, Karnataka, India

Experience

1 - 3 Years

Employee Type

Permanent

Employee Sub Type

Full Time

📌 Business Analyst – Strategy & Central Sales (Bengaluru)
🏢 Go Digit General Insurance
📍 Bengaluru