Analista Senior DX | Santander Rentas Vitalicias
Core
Design, measure, and optimize the experience of life annuity advisors, independent agents, and executives to create a simpler, more efficient, and human-centric advisory model.
Role type
Senior Digital Experience (DX) Analyst
Builds
Digital advisory tools and processes for life annuity distribution
Domain
Financial Services / Life Annuities / Insurance
Deliverable
product features
Required skills
Journey Mapping, Service Blueprint, Data Analytics, User Research, Process Improvement, Agile User Story Management
Preferred skills
Life annuity industry knowledge, Intermediary/distributor process experience, SCOMP/CRM knowledge
Technologies
Excel, AI tools for search/summaries/recommendations
Responsibilities
Map advisor journeys and identify improvement opportunities; Analyze distributor queries and response times to generate KPIs; Facilitate workshops to redesign onboarding and support processes; Translate opportunities into user stories and prototypes; Design and evaluate AI-based solutions for information retrieval and recommendations; Measure adoption and effectiveness of implemented initiatives.