Analyst, Broker Partner Insights at Lincoln Financial

Analyst, Broker Partner Insights

As an Analyst, Broker Partner Insights, you will be responsible for assessing the performance and growth opportunity for our broker & partner relationships by leveraging internal and third-party data. You will work cross-functionally across WPS to provide targeted reporting & insights for Distribution, assessing both current Broker/Partner performance and growth potential.

What you'll be doing:

• Provides strategic reporting to build and enhance the proficiency of our broker strategy.
• Translates complex data into clear, compelling insights, visualizations, and executive-level summaries to support strategic decision-making.
• Identifies future growth opportunities by analyzing whitespace, market potential, segmentation, and competitive positioning within broker and partner relationships.
• Monitors ongoing performance against targets and KPIs, highlighting opportunities for optimization and areas requiring intervention.
• Collaborates with Distribution to understand broker/partner trends, upcoming meetings, and develop reporting to drive positive outcomes.
• Assists in the development of broker reporting dashboards in alignment with organizational deliverables to drive broker insight.
• Works cross-functionally with regional reporting leads, communicating new Broker/Partner insights and reporting tools.
• Analyzes broker and partner performance by leveraging internal data sources and third-party market intelligence to identify trends, risks, and growth opportunities.
• Partners cross-functionally across WPS (e.g., Distribution, Sales, Product, Finance, Marketing) to align analytics with business objectives and partner strategies.
• Assesses current broker and partner portfolios to evaluate production, profitability, retention, and mix of business.
• Provides subject matter expertise to team members and internal stakeholders regarding broker reporting tools and presentation material.
• Identifies process improvements that significantly reduce workloads or improve quality across the team, department, and/or business unit.
• Ensure data integrity and consistency across reporting by validating data sources, assumptions, and methodologies.
• Continuously enhance analytics capabilities by improving dashboards, reporting processes, and insight delivery based on stakeholder feedback and evolving business needs.
• Seizes training and development opportunities, including stretch assignments to expand business knowledge.

What we're looking for:

Must-Haves:

• 5+ Years experience in financial reporting, data modeling, group insurance sales, broker relations, and/or other experience directly related to the specific responsibilities of this position
• 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's)

Applications for this position will be accepted through 5/30/26 subject to earlier closure due to applicant volume.