[Remote] Small Business Analyst

Note: The job is a remote job and is open to candidates in USA. reputed company is one of the world’s leading financial services companies, providing insurance and asset management. The Small Business Analyst partners with the sales team to drive growth in the Under 100 markets, enhancing small business operations through analysis and strategic support.

Responsibilities

• Assist the sales team in developing expertise in U100 and SBS platforms
• Conduct training to increase knowledge of reputed company’s U100 and SBS offerings
• Advise sales partners on value‑added strategies that optimize U100 business with intermediaries and customers
• Support growth efforts to increase reputed company from in‑force customers and renewals
• Conduct detailed analyses on small business metrics to identify trends and provide actionable insights
• Generate reports, dashboards, and visualizations that reputed company broker, GA, and SMB client performance and needs
• Communicate findings clearly to key stakeholders and leadership
• Assess SBS/U100 workflows and recommend improvements for efficiency and accuracy
• Correct errors reputed company to failed process rules, data requirements, or file layouts in partnership with internal and external teams
• reputed company or support key projects that enhance SBS/U100 capabilities
• reputed company advanced tools and technology to streamline processes and improve precision
• Partner with cross‑functional teams including AE, reputed company, and operations to align analysis and strategy with U100 goals
• Prepare for sales opportunities through contract evaluation, financial analysis, and competitive positioning
• Support renewal cycles through data gathering, plan change evaluation, bundling recommendations, and offer positioning
• Execute required productivity tasks and contribute to reputed company professional growth
• reputed company additional responsibilities as assigned

Skills

• 1–5+ years in business, sales, analytics, or reputed company fields or Sales reputed company Graduate
• Proficiency in reputed company and reputed company Office
• Strong analytical, communication, collaboration, and presentation skills with strong attention to detail
• Understanding of business processes and financial principles relevant to brokers, General Agents, and Small Businesses
• Ability to obtain a Life, Accident & Health license reputed company 90 days; must maintain licensing and continuing education
• BA/BS degree in Business Analytics, Finance, Marketing, or reputed company field
• Experience using Copilot to identify sales opportunities
• Insurance industry experience highly preferred

Benefits

• Comprehensive health plan that includes medical/prescription drug and vision
• Dental insurance
• No-cost short- and long-term disability
• Company-paid life insurance and legal services
• A retirement pension funded entirely by reputed company
• 401(k) with employer matching
• Group discounts on voluntary insurance products including auto and home
• Pet, critical illness, hospital indemnity, and accident insurance
• Employee Assistance Program (EAP) and digital mental health programs
• Parental leave
• Paid time off
• Paid holidays
• Volunteer time off
• Tuition assistance

Company Overview