About this role.
This is a Product Analyst role focused on customer retention for a major US insurance client, based in Mexico but aligned with US market practices. The position involves analyzing data to support retention initiatives, creating monthly retention reports, and collaborating with the retention leader. The ideal candidate has a background in analytics, insurance, and customer retention, with intermediate skills in Power BI, Excel, and PowerPoint. The role blends product development, market research, and agile project management to continually improve products and services.
Role DNA
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Job Complexity
3/5Pace & Pressure
4/5Autonomy Level
3/5Communication Load
4/5Salary analysis
Estimated compensation compared with the broader US market for similar roles.
Core skills
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Cover letter sample
Dear Hiring Manager,
I am excited to apply for the FBS Product Analyst Customer Retention position. With a strong background in data analytics and customer retention within the insurance industry, I have successfully leveraged tools like Power BI and Excel to identify trends and drive strategic decisions. My experience includes developing retention reports and collaborating with cross-functional teams to improve customer loyalty.
I am particularly drawn to this role because it combines analytical rigor with product strategy, allowing me to contribute to both immediate retention goals and long-term product innovation. My knowledge of property and casualty insurance, along with my agile project management skills, make me well-prepared to thrive in this dynamic environment.
Thank you for considering my application. I look forward to the opportunity to discuss how my skills and experience align with your team's needs.
Sincerely,
[Your Name]
Sample interview questions
In my previous role, I analyzed customer churn data and discovered a pattern of policy cancellations after the first renewal. I created a Power BI dashboard highlight this trend and presented it to the retention team. We developed a targeted communication campaign for at-risk customers, which reduced churn by 15% over six months.
I start by identifying the key metrics that matter to leadership, such as retention rate, churn rate, and customer lifetime value. I gather data from multiple sources, clean and validate it in Excel, and then visualize trends in Power BI. I also include actionable insights and recommendations to help leaders make informed decisions.
I collaborate closely with underwriting and product development teams to understand the risk appetite and coverage guidelines. Before proposing any change, I analyze the potential impact on exposure and profitability. I also stay up-to-date with industry trends and regulatory requirements to ensure the product remains competitive and compliant.
I prioritize tasks based on business impact and urgency, using agile tools like sprint planning and backlog management. I communicate proactively with stakeholders to set expectations and adjust timelines when necessary. By breaking down larger projects into smaller deliverables, I ensure steady progress without compromising quality.
I have over four years of experience using Power BI to create interactive dashboards and reports. For retention analysis, I have built models that track cohort retention rates, customer segments, and product performance. I also use DAX to calculate key metrics and enable dynamic filtering for deeper exploration.
Our Client is one of the United States’ largest insurers, providing a wide range of insurance and financial services products with gross written premiums well over US$25 Billion (P&C). They proudly serve more than 10 million U.S. households with more than 19 million individual policies across all 50 states through the efforts of over 48,000 exclusive and independent agents and nearly 18,500 employees. Finally, our Client is part of one the largest Insurance Groups in the world.
This role is responsible for obtaining and evaluation data that supports customer retention initiatives. Analyzes information using data and supports retention leader in creating monthly retention report outs.
Location: México
Requirements
- Fluent English skills
- Minimum required work experience: 3 to 6 years.
- Bachelor’s degree: required (Analytics)
- Experience in Customer Retention processes.
- Experience in Insurance Companies is a preferable.
- Product Development and Innovation: Continuous improvement and development for new and existing products, technology, or services from concept through to production. Considers the user experience and processes and applies this knowledge to advocate for the user at every stage of the product life cycle.
- Product Strategy and Roadmapping: Coordinates inputs from customers, developers, market, and competitive information and translates them into product development efforts. Develops profitable short and long-term strategies by ownership of product composition, appetite exposure management and eligibility refinement.
- Market Research: Conducts research into market and industry trends, target user base and competing products. Identifies opportunities for growth and anticipates potential threats to the product’s success.
- Product and Industry Knowledge: Demonstrates a solid grasp of property and casualty insurance knowledge including product composition, coverages and exposures, rating methodology, and general underwriting philosophy.
- Project Management: Follows an agile development process to conceive, plan, develop, iterate, launch and evaluate new products, pricingand/or contract changes. Provides direction, delegates and removes obstacles to get work done. Develops prototypes, tests minimum viable product, and adjusts approached based on feedback. Communicates timeframes, project status, announcements, rollouts, change management including communications.
Other Critical Skills
Data Analytics – Intermediate
Customer Experience – Intermediate
Retention Reporting – Intermediate
Communication – Intermediate
Software / Tool Skills
Power BI – Intermediate (4-6 Years)
Excel – Intermediate (4-6 Years)
PowerPoint – Intermediate (4-6 Years)
Benefits
This position comes with competitive compensation and benefits package:
- Competitive salary and performance-based bonuses
- Comprehensive benefits package
- Career development and training opportunities
- Flexible work arrangements (remote and/or office-based)
- Dynamic and inclusive work culture within a globally renowned group
- Private Health Insurance
- Pension Plan
- Paid Time Off
- Training & Development
About Capgemini
Capgemini is a global leader in partnering with companies to transform and manage their business by harnessing the power of technology. The Group is guided everyday by its purpose of unleashing human energy through technology for an inclusive and sustainable future. It is a responsible and diverse organization of over 340,000 team members in more than 50 countries. With its strong 55-year heritage and deep industry expertise, Capgemini is trusted by its clients to address the entire breadth of their business needs, from strategy and design to operations, fueled by the fast evolving and innovative world of cloud, data, AI, connectivity, software, digital engineering and platforms. The Group €22.5 billion in revenues in 2023.
https://www.capgemini.com/us-en/about-us/who-we-are/
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