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Sr. Channel Optimization Executive

Assurant Connections

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Location
San Juan, Puerto Rico
Type
Full-time
Seniority
Senior
Source
Workday

Description

The Opportunity


Assurant is looking for a Senior Channel Optimization Executive to help drive the growth and optimization of our protection programs within Financial Services clients.

In this highly collaborative and client-facing role, you will identify business opportunities, analyze portfolio performance, and develop strategies that strengthen customer value and channel effectiveness. You will work closely with client stakeholders, sales leadership, and internal partners to evaluate results, implement program enhancements, and support successful execution across distribution channels.

Through data analysis, market insights, and frontline feedback, you will provide strategic recommendations that strengthen business performance, improve the customer experience, and help maintain a competitive market position. 


What You Will Do

  • Drive production, engagement, and program penetration across the assigned client’s branch network by partnering with market leaders, branch management, and frontline teams.
  • Support and optimize the Personal Accident telemarketing sales channel by monitoring campaign performance, analyzing conversion and penetration metrics, and identifying opportunities for growth.
  • Design, coordinate, and deliver program training for client leadership, branch personnel, and sales teams, including train-the-trainer sessions.
  • Monitor, analyze, and communicate program performance, compliance, and key business metrics.
  • Partner with client leadership to develop and execute strategic action plans that support sales, penetration, retention, and customer experience goals.
  • Build and maintain strong relationships with client stakeholders, serving as a trusted advisor on program optimization, channel development, and growth opportunities.
  • Present program results, business insights, market trends, and recommended actions to client and Assurant leadership.
  • Evaluate the effectiveness of sales, marketing, training, and operational initiatives, including ROI analysis and recommendations.
  • Serve as the primary liaison between Assurant and the assigned client within the relevant markets and areas of responsibility.
  • Support the planning and execution of sales campaigns, promotions, recognition programs, and incentive initiatives.
  • Conduct competitive and market analysis to identify emerging trends, risks, and business opportunities.
  • Collaborate with internal and client partners to resolve operational, service, and customer experience challenges.
  • Manage multiple priorities, projects, and initiatives with sound judgment and limited supervision.
  • Lead or participate in special projects and other business initiatives as assigned.

Basic Qualifications

  • Bachelor’s degree or equivalent professional experience.
  • At least three years of experience in retail or another client-facing environment.
  • Strong verbal and written communication skills, particularly by telephone and email.
  • Ability to engage and communicate effectively with leadership, including in high-pressure situations.
  • Proficiency in Microsoft Office applications.
  • Strong analytical skills, including the ability to evaluate program performance, develop improvement plans, and execute against those plans.
  • Strong presentation and public-speaking skills.
  • Advanced knowledge of sales and training techniques, client service, account development, multimedia presentations, graphics, and marketing standards.
  • Ability to work effectively in a fast-paced environment, manage competing priorities, and meet tight deadlines.
  • Ability to influence internal and external stakeholders by clearly communicating client-specific value propositions and recommendations.


AI and Biometric Usage

Assurant supports the responsible use of Artificial Intelligence (AI), but we want to know the real you. Visit our AI Usage Guidelines page to understand what we expect from applicants regarding their use of AI during the application process. Since we would like to know the real you, we require that all of our virtual interviews be conducted on video.

 

Employment is contingent upon completion of a required identity verification process, which may include biometric technology, where permitted by applicable law and subject to applicable notice and consent requirements. See our Privacy Notice to learn about Assurant’s privacy practices, including our use of AI-enabled technology, automated decision making, and biometric information.


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Please be aware that during Assurant's application process, we will never ask for personal information such as your Social Security number, bank account details, or passwords. Learn more about what to look out for and how to report a scam here.



For information regarding the collection, use, and protection of your personal information, please review our Privacy Notice available at Assurant Careers Privacy Notice.

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