Performance Analyst

Elite Insurance Partners • Tampa, FL

117d • $80,000 - $100,000

About The Position

Elite Insurance Partners (EIP) is a nationally recognized leader in the Medicare and life insurance space, consistently ranked as a Top Workplace and one of the fastest-growing insurance brokerages in the U.S. We’re passionate about helping families protect their future, and we’re looking for a Performance Analyst who can help us protect ours, by monitoring, analyzing, and optimizing the KPIs that drive our success. This isn’t a “build a report and call it a day” type of role. We’re seeking someone who is curious, forward-thinking, and eager to challenge assumptions. You’ll work cross-functionally with marketing, sales, operations, and leadership to ensure we’re not just hitting targets, we’re exceeding them. If you can spot a lagging indicator before it derails performance and know how to translate complex data into a clean, actionable dashboard, we want to meet you.

Requirements

• 2–4+ years in a performance, business, data, or operations analyst role
• Strong experience with Power BI, Salesforce, Excel, SQL, and BI tools
• Proven use of AI tools (ChatGPT, Copilot, Python GPT libraries, etc.) to automate analysis or generate insights
• Comfortable working with large, messy datasets and turning them into clear, actionable recommendations
• Deep understanding of KPIs, business performance metrics, and process optimization
• Excellent communication skills, you can explain analytics to non-analytical stakeholders

Nice To Haves

• Experience in insurance, call centers, marketing agencies, or high-growth environments
• Contributing to or maintaining a data dictionary or KPI glossary
• Owning a monthly/quarterly business review (MBR/QBR) process
• Migrating reporting from spreadsheets to BI platforms
• Python or R skills for deeper statistical analysis

Responsibilities

• Monitor organizational performance trends and flag anomalies before they become problems
• Analyze operational, financial, and strategic data to measure performance and uncover insights
• Develop, maintain, and automate dashboards, scorecards, and KPI trackers in Power BI, Excel, and Salesforce
• Use AI tools (ChatGPT, Power BI Copilot, Excel AI) to summarize trends, write reports, and streamline workflows
• Enable non-technical users to extract insights through natural language querying and AI copilots
• Partner with stakeholders to identify underperforming areas, root causes, and actionable improvements
• Deliver clear, concise reporting to leadership — turning complexity into clarity
• Build and refine KPI frameworks to ensure alignment with organizational goals
• Conduct ad hoc deep dives to support high-stakes strategic decisions

Benefits

• Competitive salary range of $80K - $100K, based on experience
• 401(k) with company match up to 3.5% after one year
• Generous PTO
• Onsite amenities including: Fully equipped gym (paid for), Starbucks coffee station, Massage chair relaxation room, Cafeteria with professional cooks, Covered walking trail for breaks and fresh air

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level