New Business Operations Specialist
Top Benefits
About the role
Application Deadline:
12/09/2025
Address:
250 Yonge Street
Job Family Group:
Customer Shared Services
The New Business Operations Specialist will play a key role in supporting the Life Insurance New Business Department by delivering actionable insights that drive strategic decisions, improve processes, consolidate and refine KPI reports, and identify opportunities for automation. The successful candidate will work closely with stakeholders to define requirements and deliver high- quality insights that will improve the operational efficiency of the New Business department.
Key Responsibilities
- Collect, and analyze data from multiple sources to assist with identifying root cause or trends.
- Distill data and findings into insights and recommend solutions to management.
- Design and develop dashboards and reports to monitor key performance indicators (KPIs) for the New Business department ensuring clarity and accuracy.
- Prepare monthly New Business management reports, quarterly quality audits and ad hoc reports.
- Support initiatives of varying degrees including technical enhancements and large-scale transformative projects.
- Lead or participate in change management activities including readiness assessments, prioritization, and documentation.
- Collaborate with stakeholders, management, and IT partners to support the delivery of automation and technical solutions.
- Identify opportunities for process improvement, automation and data visualization enhancements.
- Stay updated on industry trends and best practices in analytics and business intelligence.
Skills & Qualifications
- Bachelor’s degree in Data Analytics, Business, Economics, or related field, or equivalent education and experience.
- 2+ years of experience in Insurance or Financial Services industry. Understanding of life new business operations preferred.
- Demonstrated experience in a similar role (ie., Data Analyst).
- Strong analytical skills with proficiency in tools such as SQL, Power BI, Tableau, and Excel.
- Experience with enterprise data management platforms.
- Experience with data modeling and statistical analysis techniques.
- Strong written and oral communication skills.
- Demonstrated ability in building a positive and collaborative experience with stakeholders and business partners.
- Ability to prioritize and manage multiple projects and meet deadlines in a fast-paced environment.
About Desjardins
Desjardins Group is the largest cooperative financial group in North America and the fifth largest cooperative financial group in the world, with assets of $435.8 billion as at March 31, 2024. It was named one of Canada's Best Employers by Forbes magazine and by Mediacorp. To meet the diverse needs of its members and clients, Desjardins offers a full range of products and services to individuals and businesses through its extensive distribution network, online platforms and subsidiaries across Canada. Ranked among the world's strongest banks according to The Banker magazine, Desjardins has some of the highest capital ratios and credit ratings in the industry and the first according to Bloomberg News.
New Business Operations Specialist
Top Benefits
About the role
Application Deadline:
12/09/2025
Address:
250 Yonge Street
Job Family Group:
Customer Shared Services
The New Business Operations Specialist will play a key role in supporting the Life Insurance New Business Department by delivering actionable insights that drive strategic decisions, improve processes, consolidate and refine KPI reports, and identify opportunities for automation. The successful candidate will work closely with stakeholders to define requirements and deliver high- quality insights that will improve the operational efficiency of the New Business department.
Key Responsibilities
- Collect, and analyze data from multiple sources to assist with identifying root cause or trends.
- Distill data and findings into insights and recommend solutions to management.
- Design and develop dashboards and reports to monitor key performance indicators (KPIs) for the New Business department ensuring clarity and accuracy.
- Prepare monthly New Business management reports, quarterly quality audits and ad hoc reports.
- Support initiatives of varying degrees including technical enhancements and large-scale transformative projects.
- Lead or participate in change management activities including readiness assessments, prioritization, and documentation.
- Collaborate with stakeholders, management, and IT partners to support the delivery of automation and technical solutions.
- Identify opportunities for process improvement, automation and data visualization enhancements.
- Stay updated on industry trends and best practices in analytics and business intelligence.
Skills & Qualifications
- Bachelor’s degree in Data Analytics, Business, Economics, or related field, or equivalent education and experience.
- 2+ years of experience in Insurance or Financial Services industry. Understanding of life new business operations preferred.
- Demonstrated experience in a similar role (ie., Data Analyst).
- Strong analytical skills with proficiency in tools such as SQL, Power BI, Tableau, and Excel.
- Experience with enterprise data management platforms.
- Experience with data modeling and statistical analysis techniques.
- Strong written and oral communication skills.
- Demonstrated ability in building a positive and collaborative experience with stakeholders and business partners.
- Ability to prioritize and manage multiple projects and meet deadlines in a fast-paced environment.
About Desjardins
Desjardins Group is the largest cooperative financial group in North America and the fifth largest cooperative financial group in the world, with assets of $435.8 billion as at March 31, 2024. It was named one of Canada's Best Employers by Forbes magazine and by Mediacorp. To meet the diverse needs of its members and clients, Desjardins offers a full range of products and services to individuals and businesses through its extensive distribution network, online platforms and subsidiaries across Canada. Ranked among the world's strongest banks according to The Banker magazine, Desjardins has some of the highest capital ratios and credit ratings in the industry and the first according to Bloomberg News.