Sr. Operations Analyst

United States only

Who We Are

We’re a seven-time Best Places to Work award winner in Business Insurance who has earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine. We are also recognized as an Elite Agency award winner and named as a Top Employee Benefits Firm. We are a leading Insurance Broker and Consultant that provides Employee Benefits, Property & Casualty, and Retirement and Individual Private Client solutions to help our clients reach and realize their goals because we believe business is personal. Our personal commitment to our team and our clients has created long-lasting and successful relationships across our growing 300+ nationwide offices and 17 international locations. To learn more, please visit: https://www.NFP.com.

Alterity Broker Solutions Inc, a subsidiary of NFP, is hiring a Sr. Operations Analyst.

The Benefit Operations Coordinator (Sr. Operations Analyst) serves as a dedicated resource to support the daily functions of the Operations Team across all verticals. Responsibilities include gathering data, documenting and maintaining standard operating procedures, maintaining trackers, and executing tasks for various projects. While in this role, you will be responsible for developing and maintaining relationships internally, with broker partners, benadmin systems, and other partner representatives. The role entails a great deal of verbal, electronic, and other written communications and work is completed with a significant amount of independent discretion.

Essential Duties and Responsibilities:

Partner with cross functional team leaders, operations, and leadership to streamline processes and provide support to individual contributors.
Develops and maintains relationships with key client stakeholders.
Partner with operations and leadership teams to drive better education and integration among cross-functional teams.
Proactively identifies process improvement opportunities to continue to reduce operational efforts and drive growth and retention.
Support operational efforts to streamline new client onboarding, client offboarding, and renewal cycle readiness.
Ensures assigned tasks are completed accurately and timely (e.g., SLA adherence.)
Create and maintain standard operating procedures across all teams.
Populate and maintain trackers used for data collection and other processes as directed by operations leadership.
Leverage data and insights to support capacity modeling.
Support ongoing initiatives to ensure revenue accuracy in collaboration with operations leadership.
Develop subject matter expertise in key operational tools, to include Smart Sheet and Salesforce.
Build dashboards and other reporting in collaboration with operations leadership.
Supports development of communications, to include building email templates, at your discretion and/or the direction of leadership.
Monitor and respond to internal and external inquiries and feedback in a timely manner.
Facilitates support for other process-driven and operational initiatives to drive revenue, persistency, and integration across all P&Ls as directed by leadership.
Target tasks that can be outsourced for efficiency and provide required workload estimates and training to outsourced team.
Develop subject matter expertise for operational processes across all business units.
Perform other duties as assigned and consistently makes independent judgements subject to general supervisor support.

Knowledge, Skills, and/or Abilities:

Knowledge of benefits administration, brokerage operations, and carrier products and services
Excellent organization and communication skills
Ability to prioritize competing priorities and effective time management
Ability to work independently and anticipate leadership and team needs
Ability to manage multiple projects simultaneously

· Strong Microsoft Excel skills

Education and/or Experience:

· BA/BS preferred

Minimum 2 years brokerage operations and/or industry related experience

Physical Demand: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this Job, the employee is regularly required to sit; use hands to handle or feel and talk or hear. The employee is frequently required to reach with hands and arms. The employee is occasionally required to stand and walk. Specific vision abilities required by this job include close vision and distance vision.

What We Offer

NFP is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.