Business Intelligence & Strategic Planning

Job Purpose :

• Lead and enhance business intelligence capabilities by optimizing data flow, deploying advanced reporting tools, and initiating strategic insights to drive sales volume, increase policy persistency rates, and negotiate substantial fees from business deal, to generate maximize revenue for Krungsri Group.
• To support a point-of-sale platform for insurance products by bridging offline and online channels including embedded offerings in-path on U Choose, boosting sales revenue, and leading cross-functional collaborations for data-driven insights.

Major Accountabilities :

Business Intelligence :

• To optimize data flow and working processes between Krungsri General Insurance Broker (KGIB), internal units, and strategic partners.
• To develop and implement advanced reporting tools and methodologies, enabling data-driven decisions and operational improvements.

Strategic Insights & Innovation :

• To create strategic plans and budgets for Acquisition Sales and Marketing, including sales targets, expenses, costs, and manpower.
• To foster collaboration within insurance team, various departments, other Krungsri entities, and strategic partners
• To integrate data sources and deliver data-driven insights across the organization.
• To pioneer the development of a point-of-sale platform for insurance products, bridging offline and online channels.

Project Development :

• To assess project scope, costs, and outcomes to determine feasibility.
• To analyze and identify solutions to enhance sales volume and/or customer satisfaction.
• To coordinate with relevant parties to ensure projects are completed on time.

Partnership Management :

• To advise on insurer improvements and identify key achievements in dynamic situations, based on data and experience from other insurers.
• To collaborate with DICI/CRM to align insurance customer needs with insurer sales capabilities and performance.
• To share actionable analytics and data to improve sales processes, billing rates, and policy persistency rates.

One Retail Insurance Workstream :

• To actively support the One Retail insurance workstream, from backend process design to business flow setup with insurance partners.
• To lead discussions with workstream members to identify areas for improvement and devise effective solutions for the success of the workstream.

Qualifications (Short Version)

• Bachelor’s or Master’s degree in Business, Economics, Finance, Data Analytics, Information Systems, or related fields.
• Minimum 8 years of experience in Business Intelligence, Strategic Planning, Business Analytics, Consulting, Banking, Insurance, or Financial Services.
• Strong analytical skills with proficiency in Power BI, Tableau, SQL, and Excel.
• Experience in strategic planning, budgeting, performance management, and project management.
• Strong stakeholder management, presentation, and communication skills.
• Experience in Insurance, Bancassurance, Digital Business, or Customer Analytics is an advantage.