Business Systems & Automation Analyst

Fortitude Insurance Solutions•Plantation, FL

3d•Onsite

About The Position

We are a small, close-knit independent insurance agency seeking an individual early in their career to learn, grow, and contribute to our technology-driven operations. This role is more than a help desk position; it involves understanding business processes, data, and workflows to build more efficient systems. You will work closely with leadership and the operations team to improve how information flows through the business, from initial client contact to policy management, renewals, claims, and client service. The ideal candidate will be comfortable with SQL, Excel, Microsoft 365, reporting tools like Power BI, and automation tools such as Power Automate. While not requiring software engineering expertise, the role demands logical thinking, clear process documentation, and the ability to create practical solutions that enhance efficiency and reduce errors.

Requirements

2–5 years of experience in a business analyst, systems analyst, data analyst, operations analyst, automation analyst, IT analyst, or similar role.
Working knowledge of SQL and the ability to query, validate, and analyze data.
Strong Excel skills.
Experience with Power Automate or similar workflow automation tools.
Comfort with Microsoft 365, Outlook, Teams, SharePoint, OneDrive, and common business software.
Ability to translate business needs into clear requirements, reports, workflows, and practical solutions.
Strong problem-solving skills and curiosity about how businesses operate.
Ability to communicate well with non-technical users.
Comfortable working in a small, growing, fast-moving company where one person can make a visible impact.
Detail-oriented, organized, and able to follow through without needing a manual for everything.

Nice To Haves

Power BI or similar dashboard/reporting experience strongly preferred.
Experience in insurance, risk management, or professional services.
Experience with AMS360, InsuredMine, or insurance workflow tools.
Experience with Power Apps, Power Query, APIs, data connectors, or low-code/no-code platforms.
Experience documenting workflows, SOPs, dashboards, or automation requirements.
Basic understanding of cybersecurity, user access, data privacy, and secure use of AI tools.
Experience supporting a small business or growing entrepreneurial company.

Responsibilities

Learn and document core business workflows across sales, service, renewals, submissions, claims, reporting, and client follow-up.
Identify bottlenecks, duplicate work, manual steps, and areas where data is not flowing cleanly between systems.
Work with leadership and team members to prioritize automation and reporting opportunities.
Create clear process documentation, workflow maps, and standard operating procedures.
Build and maintain dashboards, reports, and scorecards for leadership and department-level visibility.
Use SQL, Excel, Power BI, or similar tools to pull, clean, organize, and analyze operational data.
Help define key metrics such as pipeline activity, submission status, renewal workload, client follow-up, task completion, producer activity, carrier response time, and service performance.
Improve data quality, consistency, and reporting reliability across systems.
Build practical automations using tools such as Microsoft Power Automate, Power Apps, SharePoint, Teams, Outlook, forms, and related Microsoft 365 tools.
Automate repetitive tasks such as reminders, approvals, task creation, notifications, data collection, reporting workflows, and follow-up sequences.
Help evaluate where AI can safely and practically improve productivity, such as summarization, drafting, categorization, research support, internal knowledge search, and workflow assistance.
Support the rollout, documentation, and training of new automations and systems improvements.
Support and help improve usage of key business platforms such as AMS360, InsuredMine, Microsoft 365, Teams, SharePoint, Outlook, DocuSign, phone systems, carrier portals, reporting tools, and other software used by the agency.
Serve as a bridge between business users, software vendors, IT providers, and leadership.
Help troubleshoot basic user issues and determine when an issue should be escalated to an outside IT provider or software vendor.
Maintain clean documentation of systems, users, workflows, permissions, recurring issues, and fixes.
Assist with basic workstation, software, printer, login, Microsoft 365, and user-access issues.
Help with onboarding and offboarding users from a systems and access standpoint.
Coordinate with external IT vendors for network, security, backup, hardware, and infrastructure-related needs.
Support good security hygiene, including access control, MFA, password practices, phishing awareness, and safe handling of sensitive client data.