At Neilson, we’re dedicated to helping families secure financial protection for their loved ones with a range of life insurance options.
Neilson is a leading provider of innovative, simple and great-value direct life insurance products. You may have come across some of our brands such as British Seniors and Smart Insurance.
We have evolved from our origins in the UK, where the business was launched in 2012, to become an award-winning international operation and leader in the global life insurance market. Today, we have offices in the UK, USA, Canada, Ireland, and Australia.
Job Description
Location: Windsor Hybrid working: 3 days in the office, 2 from home. We are seeking a skilled and detail-oriented Workflow Business Analyst to join our dynamic team. You will play a crucial role in defining, documenting, and optimizing key lead management, lead nurturing, reharvest and upsell campaigns. The successful candidate will have a strong analytical mindset, excellent communication skills, and a good understanding of workflow systems and processes. Key Responsibilities: 1.
Lead Management and Lead Nurturing: - Work closely with stakeholders to understand lead management and lead nurturing processes and activities. - Define and document key lead management and lead nurturing workflows, ensuring efficiency and effectiveness. - Collaborate with sales teams to understand their activities, requirements, and pain points. - Provide insights and recommendations for improving lead management, lead nurturing and sales performance. 2.
Reharvest and Upsell campaigns: - Take a lead role in designing outbound reharvest and upsell campaigns to target specific customer segments. - Document campaign strategies, including objectives, target audience, compliance constraints and key performance indicators (KPIs). - Monitor campaign performance, analyze results, and provide insights for continuous improvement. 3.
Requirements Gathering: - Work closely with business users to gather and document requirements for workflow or campaign management enhancements. - Collaborate with IT teams to translate business requirements into technical specifications. - Ensure alignment between business goals and workflow and campaign system capabilities. 4.
Monitoring and Optimization: - Continuously monitor and evaluate lead management, lead nurturing, reharvest and upsell processes to identify areas for optimization. - Recommend and implement improvements to enhance overall efficiency and user experience. Qualifications
Qualifications and Skills: - Bachelor's degree in Business Administration, Information Technology, or a related field strongly preferred. - Proven experience as a Business Analyst, ideally within workflow or campaign management systems. - Strong understanding of lead management, sales processes, and campaign management best practices. - Excellent analytical and problem-solving skills. - Strong communication and interpersonal skills to effectively collaborate with cross-functional teams. - Ability to prioritize and manage multiple tasks in a fast-paced environment. - Detail-oriented with a commitment to delivering high-quality work. Preferred: - Certification in Business Analysis. - Experience with data analytics and reporting tools. - Familiarity with marketing automation tools. If you are a motivated and analytical individual with a passion for optimizing workflow processes and driving successful campaigns, we invite you to apply for this exciting opportunity to contribute to our dynamic team.
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Location: Windsor Hybrid working: 3 days in the office, 2 from home. We are seeking a skilled and detail-oriented Workflow Business Analyst to join our dynamic team. You will play a crucial role in defining, documenting, and optimizing key lead management, lead nurturing, reharvest and upsell campaigns. The successful candidate will have a strong analytical mindset, excellent communication skills, and a good understanding of workflow systems and processes. Key Responsibilities: 1.
Lead Management and Lead Nurturing: - Work closely with stakeholders to understand lead management and lead nurturing processes and activities. - Define and document key lead management and lead nurturing workflows, ensuring efficiency and effectiveness. - Collaborate with sales teams to understand their activities, requirements, and pain points. - Provide insights and recommendations for improving lead management, lead nurturing and sales performance. 2.
Reharvest and Upsell campaigns: - Take a lead role in designing outbound reharvest and upsell campaigns to target specific customer segments. - Document campaign strategies, including objectives, target audience, compliance constraints and key performance indicators (KPIs). - Monitor campaign performance, analyze results, and provide insights for continuous improvement. 3.
Requirements Gathering: - Work closely with business users to gather and document requirements for workflow or campaign management enhancements. - Collaborate with IT teams to translate business requirements into technical specifications. - Ensure alignment between business goals and workflow and campaign system capabilities. 4.
Monitoring and Optimization: - Continuously monitor and evaluate lead management, lead nurturing, reharvest and upsell processes to identify areas for optimization. - Recommend and implement improvements to enhance overall efficiency and user experience. Qualifications
Qualifications and Skills: - Bachelor's degree in Business Administration, Information Technology, or a related field strongly preferred. - Proven experience as a Business Analyst, ideally within workflow or campaign management systems. - Strong understanding of lead management, sales processes, and campaign management best practices. - Excellent analytical and problem-solving skills. - Strong communication and interpersonal skills to effectively collaborate with cross-functional teams. - Ability to prioritize and manage multiple tasks in a fast-paced environment. - Detail-oriented with a commitment to delivering high-quality work. Preferred: - Certification in Business Analysis. - Experience with data analytics and reporting tools. - Familiarity with marketing automation tools. If you are a motivated and analytical individual with a passion for optimizing workflow processes and driving successful campaigns, we invite you to apply for this exciting opportunity to contribute to our dynamic team.
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