Operations Performance Business Analyst

group1001wd; Zionsville (IN); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Health insurance

401(k) plan with company match

Employee assistance program

Job summary

Group 1001 seeks an Operations Performance Analyst to partner with Inforce and Claims leadership, improving efficiency and accuracy across the annuity lifecycle. This role identifies process issues, quantifies root causes, and helps implement changes in line with contracts, compliance, and risk controls.

You will collaborate across Operations, Product, Technology, Legal, Tax, and Audit, building reports, forecasting volume, and supporting readiness for regulatory changes while sustaining

Qualifications

• 3-5 years’ experience analyzing operations performance and metrics in financial services.
• 3 years experience using Microsoft Access building and maintaining databases, queries, and reports.
• Advanced Microsoft Excel skills including pivot tables, lookups and complex formulas and data modeling using Power BI is preferred.
• Strong analytical, problem-solving skills and experience turning large amounts of operational data into clear conclusions and recommendations.
• Bachelor’s Degree preferred in Business, Finance or Insurance or equivalent experience.
• Strong collaboration and communication skills are critical in working with data teams and business operations.

Responsibilities

• Own the operations performance reporting cadence to leadership and stakeholders.
• Build queries and reports in Access and SQL, and create Excel models and Power BI analyses.
• Pull data from policy administration systems, workflow tools, quality systems and dashboards for a complete view of performance.
• Analyze performance trends and variances; explain drivers of cycle time, backlog, accuracy, and NIGO rates.
• Turn leadership questions into structured analysis and present findings with recommendations.
• Support volume forecasting and capacity planning with staffing metrics.

Skills

SQL & Access

Excel data modeling

Power BI

Analytical thinking

Education

Bachelor's Degree

Tools

Microsoft Access

Excel

Power BI

Job description

Group 1001is a consumer-centric, technology-driven family of insurance companies on a mission to deliver outstanding value and operational performance by combining financial strength and stability with deep insurance expertise and a can-do culture. Group1001’s culture emphasizes the importance of collaboration, communication, core business focus, risk management, and striving for outcomes. This goal extends to how we hire and onboard our most valuable assets – our employees.

Why This Role Matters:

TheOperations Performance Business Analystserves as the analytical partner to Inforce and Claims leadership,supportingefficiency, accuracy, andconsistent operational executionacross the annuity product lifecycle. This role identifies process breakdowns that impactcycle time, transaction accuracy, beneficiary experience, and operational execution against regulatory requirements, quantifies their root causes, andhelps operations implement process changes aligned to contract provisions, procedural standards, and internal control expectations defined by Compliance, Legal, and Tax— whileproviding operational information to support audit inquiriesand reducing operational risk in a high-sensitivity, customer-critical function. This role partners across Operations,Product, Technology, Legal, Tax, Compliance,Audit and Accounting Control teams tosupportbusiness readiness for new products, regulatory changes, and strategic initiatives while providing theoperations-sidegovernance and continuous improvement needed to achieve sustainable operational excellence.

What We're Looking For:

Operations Performance Analysis & Reporting

• Own the operations performance reporting cadence: SLA attainment, first request resolution, quality and accuracy, productivity, workload multiplier, and forecast vs. actual. This reporting goes to operations leadership and enterprise stakeholders.
• Build queries and reports in Microsoft Access and SQL, and build models in Excel, to analyze operational data.
• Pull data together from policy administration systems, workflow tools, quality systems and existing dashboards to give a complete view of performance.
• Analyze performance trends and variances. Explain what is driving changes in cycle time, backlog, transaction accuracy, NIGO rates and the customer and beneficiary experience.
• Turn leadership's questions into structured analysis, and present findings and recommendations clearly.
• Support volume forecasting and capacity planning. Maintain transaction rates, workload multipliers, seasonality factors and productivity standards used for staffing decisions.

Quality Assurance & Data Auditing

• Run quality assurance on existing reports, dashboards and operational data. Check that what we already have is accurate, complete and consistent.
• Audit operational data and transactions to find errors, exceptions and control gaps. Build reports that track quality results and trends.
• Find the root causes of data and quality problems, and work with operations and data teams to fix them at the source.
• Provide operational data and evidence of execution for audit, compliance and regulatory inquiries.

Governance & Business Readiness

• Support operations readiness for product, regulatory, legal, tax and technology changes. Translate requirements into updated processes, procedures and reporting, and work with Operations Trainers on training needs.
• Help maintain the department's operational FMEA (Failure Mode and Effects Analysis) and support planning for peak events such as RMD season and tax season.
• Act as the operations liaison to Compliance, Legal, Tax, Treasury, Audit and Risk.

What We’re Looking For:

• 3-5 years’ experience analyzing operations performance and metrics in financial services. Insurance, annuity, retirement, banking, or third-party administration industry experience is preferred
• A minimum of 3 years experience using Microsoft Access building and maintaining databases, queries, and reports is required
• Advanced Microsoft Excel skills including pivot tables, lookups and complex formulas and data modeling using Power BI is preferred..
• Strong analytical, problem-solving skills and experience turning large amounts of operational data into clear conclusions and recommendations.
• Bachelor’s Degree preferred in Business, Finance or Insurance or equivalent experience
• Strong collaboration and communication skills is critical in working with data teams and business operations.
• Ability to influence and drive change across functional lines of businesses

Benefits Highlights:

Employees who meet benefit eligibility guidelines and work 30 hours or more weekly, have the ability to enroll in Group 1001’s benefits package. Employees (and their families) are eligible to participate in the Company’s comprehensive health, dental, and vision insurance plan options. Employees are also eligible for Basic and Supplemental Life Insurance, Short and Long-Term Disability. All employees (regardless of hours worked) have immediate access to the Company’s Employee Assistance Program and wellness programs—no enrollment is required. Employees may also participate in the Company’s 401K plan, with matching contributions by the Company.

Group 1001, and its affiliated companies, is strongly committed to providing a supportive work environment where employee differences are valued. Diversity is an essential ingredient in making Group 1001 a welcoming place to work and is fundamental in building a high-performance team. Diversity embodies all the differences that make us unique individuals. All employees share the responsibility for maintaining a workplace culture of dignity, respect, understanding and appreciation of individual and group differences.