Loyalty Marketing Data Analyst

Overview: 

At SageSure, we’re more than an insurance company—we’re a partner dedicated to protecting what matters most to our producers and their clients. We’re recognized for our innovative solutions in challenging markets and our commitment to delivering exceptional service. Our producer loyalty programs are a key part of this mission, and we’re looking for a Loyalty Marketing Data Analyst to help us optimize these programs and ensure they deliver meaningful value to our producers. 

As the Loyalty Marketing Data Analyst, you’ll support, monitor, and optimize our loyalty programs tailored to our valued producers. Your insights will be crucial in driving the success of our initiatives, helping us understand producer behavior, measure program effectiveness, and identify opportunities for improvement. Working closely with the loyalty marketing team (Salesforce Loyalty System Admin, Project Manager, and Loyalty Marketing Manager), you’ll ensure that our loyalty strategies are data-driven and impactful. If you’re passionate about data and its power to strengthen relationships with producers, this role is for you. 

What you’ll be doing: 

Data Collection & Analysis

• Monitor and analyze data related to our loyalty programs, providing regular reports and actionable insights to stakeholders. 

• Track key performance indicators (KPIs) and metrics to evaluate the success of loyalty campaigns and initiatives aimed at our producers. 

• Identify trends, patterns, and opportunities within producer data to inform and optimize loyalty strategies. 

• Database Management, Monitoring and Maintenance  

• Manage loyalty marketing databases, troubleshoot issues, and optimize performance. 

Data Visualization & Reporting 

• Create and maintain dashboards and reports that provide clear, concise insights into loyalty program performance. 

• Present data findings to stakeholders in a way that is understandable and actionable, helping to inform decision-making. 

• Develop and maintain documentation for data processes, reports, and analyses.  

• Statistical Analysis and Interpretation  

• Using advanced regression models, hypothesis testing, and machine learning algorithms, perform statistical analysis to identify patterns and make predictions that improve loyalty program performance and help inform strategic plans. 

Predictive Modeling and Data Mining 

• Using loyalty, production, financial and other data, build predictive data models to make predictions about future loyalty member trends and behavior.  

Support Loyalty Initiatives

• Work closely with the Salesforce Loyalty System Admin to ensure data integrity and accuracy within the loyalty platform. 

• Collaborate with the Loyalty Project Manager to provide data-driven recommendations that support the successful execution of projects. 

• Partner with the Loyalty Marketing Manager to analyze campaign performance and producer engagement, driving continuous improvement. 

Continuous Improvement

• Continuously seek ways to improve data collection, analysis, and reporting processes to enhance the efficiency and effectiveness of our loyalty programs. 

• Stay up-to-date with industry trends and best practices in data analytics, applying this knowledge to drive innovation in our loyalty initiatives. 

Producer Insights & Segmentation

• Conduct producer segmentation analysis to identify and target key producer groups within our loyalty programs. 

• Provide insights into producer behavior, preferences, and trends to help personalize and optimize loyalty campaigns. 

• Proactively identify and manage project risks, addressing challenges before they impact timelines or outcomes. 

• Resolve any roadblocks quickly and efficiently, keeping projects on track and moving forward. 

We’re looking for someone who has: 

• A bachelor’s degree in Data Analytics, Statistics, Mathematics, Business, or a related field. 

• 5+ years of data analysis experience, focusing on loyalty, marketing, or related areas. 

• Expert in Excel and in BI tools such as Tableau, PowerBI, DOMO, or similar. 

• Expert in SQL queries and programming languages Python and R.  

• Proficient in machine learning and predictive modeling tools such as Pecan. 

• Strong analytical skills, with the ability to interpret complex data and provide actionable insights. 

• Experience with segmentation, predictive modeling, and other advanced data analysis techniques. 

• Excellent communication skills, with the ability to present data clearly and compellingly. 

• A proactive approach to problem-solving, with a keen eye for detail. 

Highly preferred candidates also have: 

• Familiarity with Salesforce Loyalty Management and other Salesforce products. 

• Experience in the insurance industry or a related field. 

• Major DOMO certifications. 

• Experience analyzing financial data. 

About the Marketing Team at SageSure: 

A growing team of creative, strategic, and specialized professionals collaborate to handle every aspect of the marketing function at SageSure, from campaign strategy and execution to brand culture and communication. Marketing isn’t just an administrative function it drives the business. Your work directly contributes to the growth of the company—a company that has made financial gains each year since inception. This robust team has a place for you to enhance and refine your skills. You’ll specialize and serve as an expert in your role and work in partnership with others to ensure each campaign is grounded in a strategic approach and delivers results to continue to build the business. Leaders are hands-on, focused on creating synergies to accomplish results, and ready to allocate resources—time, money, talent and technology—to help you reach customers and achieve goals.