Responsibilities

• Collect, analyze, and interpret operational and compliant data from various sources to identify trends, insights, and opportunities for improvement
• Develop and maintain dashboards and reports to monitor agent and carrier performance, providing actionable recommendations
• Collaborate with cross-functional teams to gather data and requirements for operational analytics projects
• Use advanced statistical techniques, such as predictive modeling and segmentation, to improve effectiveness and efficiency
• SQL Utilization via Microsoft SQL Server Management Studio for data aggregation, queries, and output verification
• Evaluate ROI of operational compliance adjustments and tactics to inform budget and strategy
• Stay current with industry trends and best practices in compliance analytics to maintain competitive, data-driven strategies
• Provide training and guidance on data analysis, reporting tools, and analytics best practices as applicable
• Able to complete 80% of work post-training without intervention

Requirements

• Bachelor's degree in Finance, Marketing or Business Administration; Master’s preferred
• 2-4 years of experience in operational analytics or data analysis
• 2-4 years of experience with Microsoft Excel and Google Workspace
• Strong proficiency in SQL with at least 1 year of experience
• Proficiency in data visualization and reporting tools (Quicksight, Power BI, or Google Data Studio)

Preferred

• Master’s degree preferred
• Experience in operational analytics

Benefits

• Competitive Medical, Dental, and Vision Insurance
• HSA/FSA
• Voluntary Hospital Indemnity, Critical Illness, Accident Insurance, and Short Term Disability
• Voluntary Life Insurance for Self, Spouse and Dependent
• Company-paid Basic Life Insurance and Long Term Disability
• Retirement plan and Employer match contribution with Profit Share
• Tuition Reimbursement program
• Company perks and Discount program
• Engaging Wellness and Financial Education Resources
• Employee Assistance Program