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Operations Analyst- Reporting

We Insure GroupSunriseRemote, Onsite
This job is no longer open

We Insure, LLC. is an independent insurance franchise that takes immense pride in providing like-minded entrepreneurs with successful agency ownership. With more than 200 agency locations in 35 states, We Insure continues to grow rapidly and supports our agency owners, customers, and carriers by facilitating faster service, greater efficiencies, better choices, and improved bottom lines. What makes We Insure stand out: we are data-driven for better value and people-led for better service.
And our leadership is seeking more highly motivated, career-driven people to help lead our efforts! We Insure has received countless awards including Jacksonville Business Journal’s Best Places to Work and Fastest-Growing Private Companies, and Inc.’s 5000 Fastest Growing Companies. If you are looking for a long-term career in a supportive, goal-driven, growth environment with a company that believes in developing its people, We Insure is the right fit for you and we encourage you to apply today!We are seeking a Customer Experience Operations Analyst specialized in Reporting and Analytics to strengthen our team.

The ideal candidate will be instrumental in enhancing our client services by providing precise data analysis and actionable insights that foster improved decision-making and client satisfaction.

Duties/ Responsibilities:



  • Develop and execute detailed reports and analytics that assess client engagement, satisfaction, and service delivery efficiency.

  • Work closely with client service and operational teams to identify areas for improvement and implement data-driven strategies.

  • Utilize various analytical tools and software to create effective reporting systems.

  • Translate complex datasets into understandable and actionable insights for stakeholders.

  • Continuously monitor and evaluate the effectiveness of new and existing client service practices.

  • Ensure compliance with data governance and data integrity standards.

  • Assist in the creation and revision of operational processes to enhance client experience.

  • Participate in cross-functional projects to support business objectives and enhance client service delivery.

Required Skills/ Abilities:



  • Proven experience in analytics, business intelligence, or a similar role within client service environments.

  • Strong proficiency with analytical software and Excel, as well as familiarity with CRM systems and data visualization tools like Tableau or Power BI.

  • Exceptional analytical and problem-solving abilities.

  • Excellent communication and interpersonal skills, capable of working effectively in a team and presenting to stakeholders.

  • Strong organizational skills with the ability to manage multiple projects simultaneously and meet tight deadlines.

  • Contact Center Experience in data analytics and data integrity management role

  • Experience in financial / insurance services or a client-oriented sector.

  • Advanced certification in analytics or data management.

Education and/or Experience:



  • Bachelor’s degree preferred or equivalent of experience requirement met

  • 2-5 years experience in management of data and analytics in a client service environment

Work Environment:



  • This job operates in a fully remote environment

Why join the We Insure Team?  The We Insure Difference:

  • Medical, Dental, Vision, Life, Pet; Flexible Spending Account
  • Competitive Salaries
  • 401K Match  
  • Work-Life Balance: Personal Days, PTO Days, 12 Paid Holidays, Two Paid Days for Volunteer Service, Paid Parental Leave
  • Short and Long-Term Disability
  • Employee Support Programs, Including Mental Health
  • Tuition Reimbursement  
  • Matching Charitable Gift Program
  • Lucrative Referral Program
  • Commuter Benefits
  • Flexibility: Remote and Hybrid Opportunities Available

This position is not able to be performed in California, Colorado, New York or Washington.#P6InsurTech

This job is no longer open

Life at We Insure Group

Philip Visali began his insurance career in Sarasota, Florida. After years as a captive agent, he yearned to break free of the restrictions that came with being a representative of a single insurer. He knew there had to be a better way to shop for and sell insurance. Philip then decided to become his own boss. Establishing an independent agency, however, proved challenging. After years of building relationships with top insurance companies, Phil envisioned this new and better way for agents to gain market access. Once he secured multiple carrier relationships, he saw the need for full back-end support. We Insure then developed a revolutionary support system that allows our agents to focus on what they do best- sell insurance.
Thrive Here & What We Value1. Independent Franchise with Successful Agency Ownership2. Rapid Growth, Supportive Networks in 35 States3. Data-Driven & People-Led Service Approach4. Seeking Highly Motivated Leaders for Career Development5. Award-Winning Company Culture and Employee Benefits6. Diverse Insurance Offerings (Medical, Dental, Vision, Life, Pet)7. Competitive Salaries with 401K Match8. Work-Life Balance: Personal & PTO Days, Holidays, Volunteer Service Days, Paid Parental Leave9. Comprehensive Employee Support Programs (Mental Health, Tuition Reimbursement)10. Flexible Opportunities: Remote and Hybrid Work Options
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