Operations Analyst, Insurance

HUB International•Berkeley Heights, NJ

6d•$75,000 - $80,000

About The Position

The Operations Analyst supports the Optimization & Transformation team by conducting operational analyses, documenting processes, gathering requirements, and assisting with improvement initiatives across SPG’s portfolio companies. Working closely with Senior Operations Consultants and cross-functional teams, this role analyzes business processes, identifies inefficiencies, and supports the implementation of optimization projects. This role provides broad exposure to operations across Underwriting, Sales, Claims, and business operations—offering a comprehensive understanding of end-to-end insurance workflows. You’ll gain hands-on experience with process mapping, data analysis, project coordination, and stakeholder engagement while contributing to meaningful transformation initiatives.

Requirements

Required Education: Bachelor’s degree in business administration, Operations Management, or a related field—or an equivalent combination of education and relevant work experience
Experience: 1–3 years in insurance operations, business analysis, process improvement, or a related analytical role. Wholesale, MGA, or carrier environment strongly preferred
Analytical Skills: Strong analytical and problem-solving abilities with keen attention to detail
Communication: Excellent written and verbal communication skills with the ability to engage stakeholders at all levels
Technical Aptitude: Comfort learning and adopting new technologies and systems
Technical Skills Proficiency in Microsoft Excel (pivot tables, formulas, data analysis), Visio (process mapping), PowerPoint, and Word
Basic understanding of process mapping methodologies (value stream mapping, swimlane diagrams, SIPOC)
Comfortable working with data, creating reports, and building dashboards

Nice To Haves

Knowledge of insurance operations (underwriting, policy administration, sales, claims) and industry terminology
Exposure to Lean, Six Sigma, or other process improvement methodologies
Experience with data visualization or business intelligence tools
Familiarity with project management concepts and tools
Understanding of insurance technology systems and platforms

Responsibilities

Process Documentation & Analysis Document current-state business processes through interviews, observation, and data collection
Create detailed process maps, workflow diagrams, and documentation using Visio and standard tools
Analyze process flows to identify bottlenecks, redundancies, and improvement opportunities
Maintain process documentation libraries with proper version control
Support value stream mapping sessions and create visual process models
Gather and document business requirements from operational stakeholders
Data Collection & Analysis Collect and analyze operational data to support process assessments and improvement initiatives
Develop metrics and tracking mechanisms to measure process performance
Create reports, dashboards, and presentations to communicate findings and trends
Conduct process cost analysis and capacity assessments under guidance of senior team members
Analyze process cycle times, volumes, and resource utilization
Support gap analyses by comparing current capabilities against target-state requirements
Project Support & Coordination Assist Senior Operations Consultants with transformation project planning and execution
Coordinate project activities including scheduling, action item tracking, and documentation
Support User Acceptance Testing (UAT) for technology implementations
Maintain project plans, timelines, and status reports
Track project risks, issues, and dependencies
Prepare materials for stakeholder meetings and presentations
Stakeholder Engagement & Change Management Conduct interviews with operations staff to understand current processes and pain points
Facilitate working sessions to gather requirements and validate process documentation
Build relationships with operational teams to support ongoing improvement efforts
Communicate findings and recommendations to stakeholders at appropriate levels
Support change management activities by creating training materials and job aids
Continuous Improvement & Collaboration Assist with continuous improvement initiatives and rapid improvement events
Research best practices and industry benchmarks for operational processes
Support identification and prioritization of automation opportunities
Contribute to the development of standard operating procedures and process guides
Collaborate with Finance, Technology, and Operations Delivery teams to support cross-functional initiatives