Specialty Operations Analyst: Onboarding & Process Lead

Fortegra-; Jacksonville (FL); Hybrid; USD 60,000 - 85,000; Full time

Benefits offered by this job

Full benefit package including medical

Dental, life, vision, disability

401(k), tuition assistance

Job summary

Fortegra is seeking a Specialty Operations Analyst to support the Specialty team and MGA onboarding. You will partner with Underwriters, lead subject-matter expertise for Hubspot and Monday.com, and help ensure data quality across onboarding and program maintenance.

The role requires a Bachelor's degree or 3+ years of insurance experience, with project management exposure. You will collaborate across departments, prepare plans and reports, and travel as needed.

Qualifications

• Bachelor's degree or 3+ years related experience.
• 3+ years insurance experience with a carrier or MGA/program.
• Commercial P&C insurance experience preferred.
• Exposure to project management best practices.
• Insurance education preferred but not required.

Responsibilities

• Assist the due diligence process for new MGA opportunities with a focus on specialty and commercial products.
• Undertake operational due diligence activities and provide recommendations for executive approval.
• Assist with the renewal due diligence process for existing MGA programs.
• Prepare and present project plans, status reports and operational reports.
• Evaluate and improve operational processes across Underwriting and the Operations team
• Consult, advise, guide and resolve issues across all functional departments.
• Communicate effectively with a wide range of internal and external stakeholders.
• Work closely with the Legal and Compliance team to ensure operational processes are compliant with all relevant regulations and operational data is available for Regulatory and Compliance reporting.
• Support, advise, assist, guide, and resolve problems for functional leaders.
• Effectively use and champion various internal tools, including Monday.com and Hubspot, while working closely with Marketing.
• Partner with functional teams to resolve issues and implement application enhancements.
• Participate in the preparation of long-range systems plans and assure that they are in concert with business objectives and goals.
• Other duties as assigned.

Skills

Interpersonal skills

Collaboration

Project management

English communication

Problem solving

Cross-functional collaboration

Independent work

Project planning

Documentation

Travel

Education

Bachelor's degree

Tools

Hubspot

Monday.com

Job description

Fortegra is seeking a Specialty Operations Analyst to support the Specialty team and MGA onboarding. You will partner with Underwriters, lead subject-matter expertise for Hubspot and Monday.com, and help ensure data quality across onboarding and program maintenance.

The role requires a Bachelor's degree or 3+ years of insurance experience, with project management exposure. You will collaborate across departments, prepare plans and reports, and travel as needed.