Job Description
Job Description
Misson: A team of Actuaries with One Mission: To help advisors deliver financial certainty, so their clients can enjoy the things they love!
Core Income Advisors is looking for the adaptable, the client-first collaborators, the go-getters and those who welcome a little fun into the workday. We want people who have unwavering vision, passion, and optimism. We are looking for hard-working and dedicated people to help our financial Advisors deliver financial certainty to their clients.
In addition to competitive pay and benefits, we offer an environment and culture that celebrates hard work, life’s successes small and large, and we inspire through empathy by putting people first.
If you want to join a growth-minded company whose mission is strong, our values solid and who works hard and plays hard, Core Income Advisors is the right place for you.
Position Description and Purpose
The Business Operations Analyst is responsible for analyzing and reporting on key business metrics and processes to support the team in making informed decisions. This role involves gathering, interpreting, and presenting data from various sources with a focus on delivering actionable insights that drive operational efficiency, strategic planning, and overall business performance.
Education, Experience and License Requirements
- Education: Associate or Bachelor’s degree in finance, Business, Economics, or related field
- Experience: 1 year in business analysis, operations analysis, or similar role; office experience required; experience in the financial or insurance industry is a plus
Experience, Skills and Abilities
- Excellent communication and interpersonal skills with the ability to build and maintain relationships.
- Strategic thinker with a proactive approach to problem-solving.
- Ability to work independently as well as collaboratively in a team environment.
- High level of integrity and professionalism.
- Eagerness to learn and adapt in a fast-paced environment.
- Problem solving skills to be able to analyze client needs and provide innovative solutions to meet those needs.
- Proficiency in CRM software and data tracking tools, specifically HubSpot.
- Strong organizational skills and attention to detail.
- High proficiency with Microsoft Office Suite applications.
- Expert knowledge of MS Excel
- Experience with PowerBI and MS Access is a huge plus
- Proactive thinking to anticipate needs and prepare accordingly, as well as flexibility to adjust changing priorities.
- Ability to remain organized in a fast-paced environment.
Job Duties and Responsibilities
Data Analysis & Reporting:
- Collect, analyze, and interpret data to generate comprehensive reports for the leadership team, highlighting key performance indicators (KPIs), trends, and actionable insights.
- Synthesize reports and data to support commissions processes, payments, reconciliations, receipts and Letters of Authorization (LOA’s).
Business Insights:
- Collaborate with team to make recommendations based on data analysis to support business planning and decision-making processes.
Operational Efficiency:
- Identify opportunities for operational improvements and work with cross-functional teams to review and refine solutions that enhance productivity and efficiency.
Dashboard Development:
- Develop and maintain dashboards that provide real-time insights into business operations, ensuring that the leadership team has access to up-to-date information.
Process Improvement:
- Evaluate current business processes and recommend improvements to streamline operations and optimize resources.
Stakeholder Communication:
- Work closely with the leadership team and other stakeholders to understand their reporting needs and deliver customized reports that meet their requirements.
Ad Hoc Analysis:
- Conduct ad hoc analyses as needed to support specific business initiatives or address emerging issues.
Office Administration:
- Organize, coordinate and maintain office space and supplies, including: kitchen, bathrooms, storage areas, office equipment.
- Assist with companywide event planning and activities.
- Maintain company calendar, distribute mail, deliver mail and packages.
Administrative Support:
- Support all operational areas as needed: Commissions, Licensing & Contracting, Life New Business and Annuity New Business.
- All other duties as assigned.
Equipment, Tools, and Materials Used
- Computer
- Phone
- Fax/Scanner
- Internet
- MS Office Suite
- HubSpot
- OneHQ
Physical Requirements:
- Position requires sitting at a desk for extended periods of time.
Benefits
- Healthcare (medical, dental, vision)
- 401k with company contributions
- 20 days of paid time off
- Free lunch Friday’s
- Dog friendly Friday’s
- Gym Onsite
Company DescriptionAn FMO, IMO, and independent insurance brokerage with actuarial expertise.
Company Description
An FMO, IMO, and independent insurance brokerage with actuarial expertise.