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Senior Research Analyst

3 months ago

Windsor, United States LIMRA Full time

Are you looking to join an organization whose mission is to advance the financial services industry by empowering our members with knowledge, insights, connections, and solutions? If so, LIMRA and LOMA, the world’s largest association of life insurance and financial services companies, which represents 700 member companies in 71 countries, including most of the world’s largest life insurance and retirement companies is the organization for you


We are seeking an Sr. Research Analyst for our Distribution Research department.


The Big Picture:

We are seeking an energetic, motivated, and creative researcher with a strong customer-service mindset to join LIMRA’s Distribution Research team. The ideal candidate loves working with data and numbers to uncover actionable insights and “stories” that will help our members achieve their business goals. The ability to work in a collaborative environment with both teammates and customers but also comfortable working independently is essential.

What will you be doing?

An individual in this role is responsible for directing several established research studies and designing and executing new surveys, while developing an expertise in one or more distribution channels. The Sr. Research Analyst is also responsible for establishing and maintaining good relationships with member company contacts and for collaborating effectively with fellow researchers.

  • Conduct assigned research surveys with the purpose of Benchmarking key distribution metrics.
  • Collect and ensure accuracy of data received from member companies and other sources.
  • Examine the range of company practices on topics relevant to insurance distribution.
  • Exhibit a working knowledge of research methodologies specific to analyzing industry data.
  • Understand and explain industry trends using data collected from assigned research projects.
  • Report, provide insights on, and answer questions about key distribution metrics and trends.
  • Interact with member companies through a variety of communication methods (email, virtual meetings, phone, social media, etc.).

What do you need to succeed?

  • Bachelor’s Degree (math, research, economics, or statistics)
  • A minimum of five years of financial services experience
  • Insurance industry knowledge, with a special emphasis on distribution
  • Knowledge of investment/advisory business and/or the compensation of field sales personnel a plus
  • Must possess an intermediate skill level in MS Excel, Word, and PowerPoint
  • Attention to detail, research, fact-checking, and validation skills to ensure valid data sources and verify accuracy
  • Mathematic and statistic skills to work with data and develop reports; ability to recognize patterns to find useful information in data that is sometimes unstructured
  • The ability to simplify a complex topic, concept or research finding
  • Basic project management skills, including the ability to take initiative and ownership of projects
  • Must possess excellent written and verbal communication skills

Who we are

Companies come to us because no other organization is in a better position to help them understand their customers, markets, distribution channels, and competitors. Leading life insurance and financial services organizations around the world rely on their membership for one simple reason - they can make bottom-line decisions with greater confidence.

We believe that greatness is built from the inside out. It is created by individuals who share common goals, and who support and rely on one another to achieve them. Our core values (Integrity, Customer Focus, Adaptability, Respect, and Excellence) guide us in how we treat, respond to, and interact with our customers, and one another. We do our best to support our employees in making the most of their lives both inside and outside of work.


LIMRA and LOMA are committed to creating an inclusive workplace. Our commitment to diversity, equity, and inclusion extends to hiring individuals with unique perspectives and backgrounds. The range of experiences and viewpoints that our employees bring to work every day is a vital part of how we help members navigate with confidence.


We are an Equal Opportunity employer and do not discriminate on the basis of race, ancestry, color, religion, sex, age, marital status, sexual orientation, national origin, medical condition, disability, veteran status, or any other basis protected by law.