Business Operations Analyst I - Provisioning & Compliance

Vertafore•Denver, CO

8d•Hybrid

About The Position

The insurance industry runs on Vertafore. We equip agencies, MGAs, and carriers with the core digital systems, specialized AI, and data-driven foundation to eliminate distribution drag across the insurance lifecycle, spanning sales, servicing, and back-office operations. Underpinned by unmatched speed and performance power, we are the trusted backbone that’s taking the insurance industry from friction to flow with Distribution Velocity – speed, performance, and trust - to drive growth at scale. With over 95% of the top agencies and insurers and 50% of industry compliance transactions running through Vertafore, we lead at the intersection of innovation and trust, giving insurance professionals the confidence to transform and win in the AI era. Our reach is global, with headquarters in Denver, Colorado, and offices across the U.S., Canada, and India. As a Business Operations Analyst I - Provisioning & Compliance, you will report to the Manager of Business Operations Analytics. This position requires strong attention to detail and supports accurate, timely, and consistent execution of provisioning and fulfillment activities. This role is responsible for processing provisioning and deprovisioning requests for Vertafore products, reviewing assigned fulfillment activity for accuracy, monitoring entitlement and compliance data, and escalating discrepancies that may impact customer access, billing accuracy, or internal reporting. With the use of internal systems, BI tools, and AI-enabled productivity tools, this position supports fulfillment accuracy, documentation, reporting visibility, and timely delivery of software and licenses across Vertafore products.

Requirements

Uses sound judgment and decision-making skills to escalate issues appropriately
Strong attention to detail and accuracy when processing provisioning and fulfillment activities
Basic understanding of BI tools, AI-enabled productivity tools, data validation, and reporting concepts
Basic understanding of data tables and relationships preferred
Ability to manage multiple assigned tasks and meet recurring deadlines
Demonstrated proficiency in technical writing and composition
Working knowledge of MS Office, especially Excel
Proven analytical and critical thinking skills
Self-driven, ability to complete assigned work independently with regular guidance and minimal supervision
Ability to work effectively with other employees, departments/functions, as well as outside parties
Ability to work in a fast-paced environment where changes or exceptions to procedures are common
A bachelor's degree in business, accounting, finance, mathematics, economics, computer science or a related field, or equivalent practical experience
1-2 years of relevant professional experience

Nice To Haves

Salesforce, NetSuite, BI tools or AI-enabled productivity tools preferred

Responsibilities

Processes accurate and timely provisioning and deprovisioning of products for our customers utilizing various internal systems and applications
Processes assigned fulfillment events and reviews supporting details to assist with monthly revenue recognition processes
Monitors entitlement, fulfillment, and compliance data using standard reports and BI tools
Identifies basic data discrepancies, access issues, or process exceptions and escalates findings to management or senior team members
Uses AI-enabled productivity tools to assist with documentation, data review, issue summarization, and reporting efficiency
Supports internal monthly timelines and processes to ensure timely delivery of software and licenses
Performs quality checks by verifying provisioning activity against system and audit standards
Assists with researching fulfillment issues and documenting findings for review
Maintains accurate process documentation and provides updates on assigned tasks
Supports Quote-to-Cash processing activities by completing assigned fulfillment tasks and communicating issues as needed