Insurance Operations Analyst 2

Responsibilities

• Independently manage assigned operational processes, reconciliations, and recurring compliance activities.
• Independently process and oversee policy lifecycle activity across assigned programs, including issuance, endorsements, cancellations, and audits.
• Support surplus lines filings, billing corrections, and regulatory support functions, escalating complex issues as needed.
• Own recurring reconciliation processes (production, carrier, billing, surplus lines, commissions) and drive resolution of variances.
• Analyze existing workflows for new programs and acquired entities and participate in system fit, integration, and operational readiness assessments.
• Gather, document, and maintain business and system requirements related to mergers, acquisitions, integrations, and new program implementations.
• Participate in the setup, enhancement, and ongoing maintenance of data feeds, reconciliations, and operational reporting, including report development and cadence definition.
• Troubleshoot data, reconciliation, and integration issues and coordinate resolution with internal partners and stakeholders.
• Serve as a primary point of contact for troubleshooting and issue triage within operational systems (e.g., IMS/NetRate, QuickSolver, C1, ALIS/AMS360, CRM).
• Execute and support carrier audit and market conduct requests, including data pulls, responses, and documentation.
• Draft, maintain, and update operational process documentation, SOPs, and workflow guides for assigned functions.
• Contribute to the creation and maintenance of release notes related to system enhancements, integrations, and process changes.
• Support UAT validation activities and confirm documentation readiness prior to production releases.
• Contribute to operations projects and initiatives, independently managing assigned components.
• Identify operational inefficiencies and recommend process, control, or documentation improvements.
• Support and guide junior analysts performing ongoing operational and reconciliation tasks.
• Provide training and day-to-day functional guidance to Operations Analyst I staff.

Qualifications

• Bachelor’s degree, preferred.
• Minimum of 3yrs Operations Analyst experience (or similar insurance analyst experience).
• Property and Casualty Insurance experience, highly preferred.
• Strong proficiency with Microsoft Office suite, especially Excel.
• Excellent written and oral communication skills.
• High level of self-motivation; ability to accomplish goals independently.
• Articulate and well-spoken; strong interpersonal, communication and presentation skills.
• Strong analytical and detail-oriented aptitude; a high degree of accuracy is required.