Operations Analyst - Data & Revenue Operations

Hub International; United States; On-site; USD 60,000 - 90,000; Full time

Job summary

SPG Ancillary, a division of Strategic Benefit Resources, is part of HUB International. The Operations Analyst - Data & Revenue Operations role focuses on data and revenue tasks, including account lookups, content mapping updates, carrier reconciliation, reference documentation, QA, and reporting to enable strategic analytics and tooling.

You will gain hands-on experience with SPG's data architecture, carrier relationships, revenue operations, and insurance operations while partnering with the

Qualifications

• Demonstrated ability to govern data quality and metadata across systems.
• Experience administering CRM data and configurations, preferably Salesforce.
• Ability to reconcile revenue data and support analytics initiatives.

Responsibilities

• Data Operations: look up account information and respond to questions.
• Update content mapping templates (lines of coverage, carriers).
• Maintain reference and workflow documentation and carrier updates.
• Support carrier reconciliation data entry and data QA across systems (Salesforce).
• Cross-train for QA testing and Salesforce change reporting.
• Align data across multiple sources and coordinate follow-up as needed.
• Document data concerns and progress blockers; support governance updates.
• Take ownership of running established processes as they mature.
• Provide leadership with feedback on operational improvements.

Skills

Data governance

CRM administration

Revenue reconciliation

Business analytics

Attention to detail

Tools

Salesforce

Job description

About SPG Ancillary, a division of Strategic Benefit Resources:

SPG Ancillary is a division of Specialty Program Group, a wholly owned subsidiary of HUB International. Our mission is to solve problems, create a better experience, and produce results for our broker, carrier, and benefits technology partners. We pride ourselves on encouraging creativity with each problem, embracing collaboration at every opportunity, and empowering commitment to expected results. Our expertise lies in dental, vision, life, disability, supplemental health, and leave management. Our organization is comprised of four integrated teams: marketing, client service, leave management solutions, and business operations. As an extension of a brokerage's consulting and service teams, we support marketing, sold case implementation, account support, renewal management, analytics & insights, leave administration & state disability compliance.

About the Position:

An ideal candidate for the Operations Analyst - Data & Revenue Operations position will be detail-oriented, analytical, and energized by problem-solving in a complex data environment. You will take ownership of manual, data and revenue operations tasks, including account lookups, content mapping updates, carrier reconciliation data entry, reference documentation, carrier commission reconciliation, and production report support, to free up the team to focus on strategic analytics, tooling, and other operations work. This role is foundational: you'll learn SPG's data architecture, carrier relationships, revenue operations, and insurance operations while executing essential validation, data entry, reconciliation, and reporting tasks. Working directly with the operations and leadership team, you will gain hands‑on experience in data governance, CRM administration, revenue reconciliation, and business analytics support. As established processes are refined, this role is expected to take on ownership of running them going forward. This is an ideal entry-level position for someone looking to build a career in data or revenue operations.

Key Responsibilities:

Data Operations

• Look up account information and respond to account-specific questions.
• Update content mapping templates (lines of coverage, carriers) as requested.
• Maintain reference and workflow documentation, including carrier contract updates, as products and processes evolve.
• Support carrier reconciliation data entry.
• Support the highest level of data quality through consistent and efficient data QA and validation, including QA of data content in and outside of Salesforce.
• Cross-train to support QA testing and reporting of Salesforce configuration changes and process updates.
• Support data alignment across multiple data sources, managing file receipt, consolidation, and clean-up, and coordinating follow-up where needed.
• Document and escalation any known data concerns or progress blockers.
• Support organizational data governance, consistently updating field mappings and update rules.
• As established operational processes are refined, take ownership of running them going forward.
• Maintain a general feedback loop with leadership on operational improvement opportunities as they arise in the course of day-to-day work.

Revenue Operations & Reconciliation

• Procure carrier commission statements and provide to cash application resource; own outreach to carriers when statements are missing or discrepancies arise.
• Log and reconcile monthly carrier commission revenue received against carrier statements, ensuring accurate and timely posting by carrier and client.
• Pull premium and commission figures from carrier statements to support contingent commission calculations.
• Maintain monthly accrual tracking (e.g., reserves, intercompany payments) as part of revenue close, including coordination of revenue share activity.
• Own coordination with the collections resource on commission variance and carrier follow-up inquiries, providing status updates to leadership.
• Handle tactical, ad hoc data pulls from finance, flagging anything requiring leadership judgment.

Production Report Support

• Audit the monthly production report for completeness and accuracy, flagging missing carriers, late payments, transfers between other P&Ls, and posting errors; coordinate with the cash application resource to resolve discrepancies.
• Assist in updating the production report to reflect producer compensation activity and maintain the list of producer‑assigned accounts in collaboration with others on the team.
• Support onboarding of new carriers/clients into the production report structure, maintaining consistent carrier/client naming and data structure, obtaining portal access, and collaborating with another operations resource for appointment and ACH paperwork.

Forecasting

• Maintain and update monthly revenue forecast models based on guidance and methodology provided by leadership (e.g., historical averages, watchlist tracking for late-pay carriers, quarterly payment schedules).