Manager, Competitive Intelligence

Overview

The Manager, Competitive Intelligence supports annuity and life insurance product strategy, product development, and sales distribution efforts by delivering timely, accurate, and actionable competitive intelligence.

This role researches, monitors, and analyzes competitor annuity and life insurance products, including pricing, positioning, distribution activity, financial strength, and relevant market developments. Competitive insights are translated into clear reports, product comparisons, presentations, and actionable recommendations for internal partners.

This position reports to the AVP, Annuity Product Development & Strategy.

Responsibilities

• Research, monitor, and analyze competitor annuity and life insurance products, including product features, pricing, rates, riders, sales materials, illustrations, positioning, distribution activity, financial strength, and relevant market developments.
• Maintain a current understanding of competitor product offerings, target markets, distribution approaches, sales strategies, and strategic positioning; communicate material competitor or market changes to appropriate stakeholders in a timely manner.
• Produce accurate, timely competitive intelligence resources, including product comparison grids, rate comparisons, reports, presentations, illustrations, and other benchmarking materials.
• Translate quantitative and qualitative competitive research into clear insights regarding product opportunities, market trends, distribution implications, and potential risks.
• Present competitive intelligence findings, analyses, and market developments clearly and effectively to senior leadership, cross-functional stakeholders, and other business audiences.
• Partner with Product, Sales, Distribution, Marketing, Actuarial/Pricing, and other business partners to understand intelligence needs, respond to research requests, and provide relevant analysis for product-development and strategic-priority discussions.
• Identify, obtain, validate, organize, and maintain internal and external data sources, including competitor filings, industry surveys, vendor information, sales data, and market research.
• Participate in relevant industry surveys, competitive intelligence initiatives, vendor relationships, and industry conferences to maintain awareness of market and competitor developments.
• Develop and improve repeatable competitive intelligence processes, reports, analytical tools, documentation, and reference materials to improve efficiency, consistency, accuracy, and information accessibility.

Supervisory Responsibilities

• This role does not have formal people leadership responsibilities but may provide guidance, mentorship, or subject matter expertise to others.

Requirements

• Working knowledge of annuity and life products, features, product categories, and distribution models.
• Strong analytical and problem-solving skills; ability to synthesize data and information into actionable insights.
• Ability to evaluate internal product and business data alongside market information, distribution feedback, and competitive intelligence findings.
• Proficiency in Microsoft Excel, including formulas, pivot tables, lookups, charts, and data visualization.
• Proficiency in Microsoft PowerPoint, including development of clear presentations and decision-support materials.
• Strong written, verbal, and presentation communication skills.
• Strong collaboration skills and ability to work effectively with cross-functional business partners.
• Strong organization, attention to detail, judgment, accountability, and ability to manage multiple priorities and deadlines.

Minimum Qualifications

• 5+ year of relevant experience in the insurance or financial services industry.
• Experience conducting competitive intelligence, competitive research, market analysis, or product comparison within the life insurance and annuity industry.
• Working knowledge of life insurance and annuity products, annuity marketplaces, product features, product categories, distribution models, competitor dynamics, relevant regulatory considerations, and sales processes.
• Combination of education and experience considered in lieu of degree.
• Experience using competitor filings, industry surveys, vendor data, external market-information sources, or illustration reports (preferred).

Compensation & Benefits

• Not specified in the provided job description.

Location

• Remote work options available (in-office, hybrid, and remote arrangements considered).

Other Information

• This position primarily involves sedentary work, requiring long periods of sitting, regular use of a computer, and occasional standing or walking, with reasonable accommodations available.
• Perform other functions, duties and projects as assigned.
• Regular and punctual attendance.
• Ability to travel up to 10% of the time.