Lead Analyst - Portfolio

Aptia Group India Private Ltd; Gurugram District; On-site; INR 1,200,000 - 2,400,000; Full time

Job summary

Aptia Group India Private Ltd. is seeking a Lead Analyst to support client portfolios from implementation through steady-state operations, ensuring service excellence across processes.

You will monitor performance metrics like NPS, SLAs, and E&O while guiding analysts and collaborating with coordinators and client managers. You will contribute to SOP development, test planning for new implementations, and drive continuous improvements to boost efficiency and client satisfaction.

Qualifications

• Bachelor's degree in Business Administration or related field.
• 4+ years of experience in Health & Benefits administration or similar.
• Strong knowledge of benefits regulations (FMLA, HIPAA, COBRA, ACA/ERISA/IRS).
• Proficiency with Benefits Administration systems and tools.
• Analytical and data-driven decision-making skills.
• Excellent communication and stakeholder management abilities.

Responsibilities

• Author client SOPs for clients in your portfolio.
• Perform Analyst activities (HRIS, carrier files, premium remittance, open enrollment, dual-year processing) for your own book.
• Oversee Analyst activities and ensure SOPs exist and are followed for all clients in the portfolio.
• Create and execute test plans for new client implementations, open enrollment changes and product upgrades.
• Monitor portfolio performance metrics (NPS, SLA adherence, E&O trends) and propose improvements.
• Act as escalation point for complex participant or client issues.
• Mentor Analysts within the portfolio to foster skill development and performance.
• Provide guidance on best practices and operational standards.
• Analyze operational trends and recommend enhancements; collaborate on special projects and audits.

Skills

Communication

Stakeholder management

Data analytics

Quality Audit

Education

Bachelor's degree in Business Administration or related field

Tools

HRIS

EDI Standards

Open Enrollment tools

Job description

About Aptia Founded to shape the future of pensions, health, and insurance solutions, Aptia is a leading professional services firm dedicated to simplifying complexity for businesses and individuals. We bring together cutting-edge technology and deep industry expertise to help organisations navigate an evolving landscape with clarity and confidence. With a presence in the US, UK, India, and Portugal, we support over six million people and more than 1,100 clients, delivering solutions that drive efficiency, enhance financial security, and provide peace of mind. Our strength lies in the combination of smart technology and expert teams, ensuring that managing pensions, health, and insurance is more effective. By focusing on innovation, accessibility, and client success, we help businesses take care of their people, so they can focus on what they do best. And we are expanding. Aptia Group is not only fueled by our investors' backing but also by our commitment to foster the growth and success of our people. At Aptia, we're investing heavily in learning and development, paving unique career paths for our colleagues. Specialist. Responsive. Thoughtful. Our values aren't just words; they are the backbone of our business. Our team embodies our values daily, to surpass client expectations, evolve constantly and nurture genuine relationships for the long-term.

Lead Analyst Role Summary

The Lead Analyst is a key member of the client portfolio team, responsible for supporting clients from implementation through ongoing, ensuring operational excellence across client-specific processes. This role monitors service performance metrics (NPS, SLAs, E&O), identifies trends, and drives continuous improvement initiatives. The Lead Analyst mentors Analysts within the portfolio and collaborates with Coordinators and Client Managers, in addition to Lead Analysts in other portfolios, to deliver exceptional client experiences and optimal operational efficiency.

What You'll Be Doing

• Client Delivery & Operations
  • Author client-specific Standard Operating Procedures (SOPs) for clients in your portfolio
  • Perform Analyst activities (e.g., HRIS, carrier files, premium remittance, open enrollment, dual-year processing, etc.) for your own book of business.
  • Oversee Analyst activities, ensuring SOPs exist and are being followed, for all clients in the portfolio.
  • Create and Execute test plans for new client implementations, open enrollment changes and product upgrades
  • Monitor portfolio performance metrics (NPS, SLA adherence, E&O trends) and propose improvement strategies.
  • Act as escalation point for complex participant or client issues.
• Leadership & Mentorship
  • While not a People Manager, the Lead Analyst is expected to mentor and coach Analysts within the portfolio, fostering skill development and performance.
  • Provide guidance on best practices and operational standards.
• Process Improvement
  • Analyze operational trends and recommend enhancements to improve efficiency and client satisfaction.
  • Partner with Coordinators and Client Managers on special projects and audits.

What We're Looking For

• Bachelor's degree in Business Administration or related field.
• 4+ years of experience in Health & Benefits administration or similar environment.
• Strong knowledge of benefits regulations (FMLA, HIPAA, COBRA, ACA/ERISA/IRS).
• Proficiency with Benefits Administration systems and tools
• Skills in data analytics, SLA management, and root cause analysis.
• Excellent communication and stakeholder management abilities.
• Key Skills:
  • Technical Skills: Quality Audit, Technical Writing, Data Lifecycle
  • Domain Knowledge: Benefits Administration, Carrier Connectivity & EDI Standards, Health and Benefits Plans, Open Enrollment Lifecycle & Communications
  • Managerial & Leadership Skills: Delivery Ownership, Process Improvement
  • Workplace Behavioral Skills: Learning Agility, Clear & Concise Communication, Collaboration and Teamwork, Everyday Improvements

Aptia is committed to creating a diverse, inclusive and equitable work environment. At Aptia, fostering an equitable and inclusive environment for all our people to flourish is a priority. We are an equal opportunity employer and aim to attract and retain the best people without attention to age, background, disability, ethnic origin, family duties, political affiliation, race, religion, gender and sexual orientation. If there are any reasonable adjustments we can make to the recruitment process to ensure it is accessible to you, we encourage you to reach out to us.

Aptia is a trusted provider of employee benefits and pension administration services, with offices in the U.S. and U.K. supported by shared services in India and Portugal. We manage programs covering over six million people and serving more than 1,100 clients, catering to both B2B purchasers of the administration platform and B2C employees. With our extensive experience in the industry, we will deliver efficient and reliable solutions that ensure the smooth management of employee benefits programs. Our dedicated team of experts will combine in-depth knowledge with leading technology to simplify the administration process for clients.