Responsibilities

• Collect analyze and interpret operational and compliant data from various sources such as call auditing tools carrier direct data and internal agent databases to identify trends insights and opportunities for improvement
• Develop and maintain comprehensive dashboards and reports to monitor the performance of individual agents and carriers providing actionable recommendations to optimize results and achieve KPIs
• Collaborate with cross-functional teams including marketing sales and product development 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 that includes but is not limited to: data aggregation query writing to pull required analysis and output verification
• Evaluate the ROI of Operational compliance adjustments and tactics providing insights to inform budget allocation and strategic planning
• Stay current with industry trends best practices and emerging technologies in compliance and quality assurance analytics to ensure our strategies remain competitive and data-driven
• Provide training and guidance to team members on data analysis reporting tools and operational analytics best practices as applicable
• Able to make considerable headway on given requests and as a percentage average they can complete 80% of work without intervention post-training
• Supervisory Responsibilities: This position has no direct supervisory responsibilities.

Requirements

• Bachelor's degree in Finance, Marketing, or Business Administration required
• Master’s degree preferred
• 2-4 years of experience in operational analytics data analysis or a related role
• 2-4 years of experience using Microsoft Excel and Google Workspace
• Strong proficiency in SQL with at least 1 year of experience or a minimum of 1 year of experience in any programming language
• Proficiency in data visualization and reporting tools such as Quicksight, Power BI, or Google Data Studio

Preferred

• Master’s degree preferred

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