Specialty Operations & Onboarding Analyst

Fortegra; Jacksonville (FL); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Full benefits package

Job summary

Fortegra seeks a Specialty Operations Analyst to support the Specialty team’s processes, onboarding, and due diligence for MGA opportunities in a fast-paced environment. The role partners with Underwriters and cross-functional teams to maintain data quality and streamline operations.

Responsibilities include managing due diligence, preparing project plans, and enhancing processes across Underwriting and Operations, while leveraging Hubspot and Monday.com for efficiency and accuracy.

Qualifications

• Bachelor's degree or 3+ years related experience.
• 3+ years insurance experience, working for an insurance carrier or program/MGU/MGA.
• 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 Legal and Compliance to ensure processes are compliant and data available for reporting.
• Support, advise, assist, guide, and resolve problems for functional leaders.
• Champion internal tools like Monday.com and Hubspot in coordination with Marketing.

Skills

Project management

Communication skills

Cross-functional collaboration

Independent work

Education

Bachelor's degree

Tools

Hubspot

Monday.com

Job description

Fortegra seeks a Specialty Operations Analyst to support the Specialty team’s processes, onboarding, and due diligence for MGA opportunities in a fast-paced environment. The role partners with Underwriters and cross-functional teams to maintain data quality and streamline operations.

Responsibilities include managing due diligence, preparing project plans, and enhancing processes across Underwriting and Operations, while leveraging Hubspot and Monday.com for efficiency and accuracy.