Role Overview We are seeking a highly analytical and business-focused Senior Data Analyst to support data-driven decision-making across our Life Insurance operations. Reporting to the Head of Lead Management, this role will be responsible for delivering insights that optimize sales performance, improve customer retention, and support new market expansion initiatives through the transfer of operational knowledge and best practices. The successful candidate will leverage analytics, automation solutions to improve business outcomes, operational efficiency, and customer experience. Analyze sales performance and identify opportunities to improve lead conversion, agent productivity, and overall sales effectiveness Support forecasting, capacity planning, and sales strategy initiatives Identify opportunities to automate reporting and business process Analyze customer and policyholder behavior to identify drivers of retention, persistency, and customer satisfaction. Monitor and report on key post-sales metrics, including retention, service levels, and customer experience. Support the development and measurement of customer retention initiatives. Deliver insights that improve customer lifetime value and operational effectiveness. Support the organization's expansion into new markets by documenting and transferring key operational, sales, lead management, and customer service learnings from existing business operations. Partner with stakeholders to capture best practices, processes, reporting frameworks,



and performance insights that can be leveraged in future markets. Identify opportunities to replicate successful sales, lead management, and customer retention strategies across markets. Track and report on key readiness milestones and business learnings throughout implementation programs. Bachelor’s degree in data Analytics, Statistics, Mathematics, Computer Science, Business, Economics, or a related field. ~3+ years of experience in Data Analytics, Business Intelligence, or a related role. ~ Experience in Life Insurance, Financial Services, or a regulated industry is preferred. Technical Skills Strong SQL skills, including Microsoft SQL Server (T-SQL). Experience using Python for data analysis, reporting, and automation. Proficiency with Power BI and/or Tableau. Experience with Databricks and up-to-date analytics tools. Working knowledge of AI/Machine Learning concepts and predictive analytics. Experience building automated reporting, dashboards, and ETL processes. Advanced Microsoft Excel skills. Ability to translate complex data into actionable business insights. Strong attention to detail and commitment to data quality. Customer-focused mindset with strong business acumen. 4 weeks vacation per year ~Hybrid role – 3 days in office and 2 days work-from-home ~100% employer paid health benefits from day 1 including $500 Healthcare Spending Account ~ Parental leave top-up ~Learning and growth opportunities ~ Free weekly lunches, epic social events, and more!

📌 Senior Data Analyst - Sql (Toronto)
🏢 Greenstone Financial Services Canada
📍 Toronto