Operations Analyst North American Insurance Services - 3.7 Frisco, TX Job Details Full-time $40,000 a year 11 hours ago Benefits Paid holidays Paid time off Flexible schedule Qualifications Performance dashboard reports Dashboard development Operational analysis Data visualization software proficiency Dashboard creation support Business intelligence tools Bachelor's degree Organizational skills Data-driven problem-solving Cross-functional collaboration Process management Cross-functional communication

Full Job Description Department:

Operations Job Type:

Full-Time Compensation:

Salary Who We Are:

North American Insurance Services (NAIS) is a national, independent insurance marketing organization specializing in health insurance, life insurance, Medicare, supplemental health, annuities, and long-term care. We represent a robust portfolio of top-rated insurance carriers and provide our network of independent agents, agencies, and strategic partners with exceptional support, training, technology, and resources. Our mission is to empower our partners to achieve greater success through education, responsive service, operational excellence, and data-driven decision-making.

Position Summary:

NAIS is seeking a highly organized, analytical, and detail-oriented Operations Analyst to support operational efficiency, reporting, commission processing, and business performance initiatives across the organization. This role combines operational support with business analytics and serves as a key contributor to the success of multiple departments, including Operations, Sales, Marketing, Human Resources, Strategic Partnerships, and Management. The ideal candidate is proficient in Microsoft Excel, enjoys working with data, and can translate information into actionable insights while ensuring critical operational processes run smoothly. Key Responsibilities Business Analytics & Reporting Track, analyze, and report on key performance indicators (KPIs) across Sales, Marketing, and Operations Develop recurring reports, dashboards, and data summaries for leadership Provide data-driven insights and recommendations to management Monitor and report on Call Center performance metrics and operational effectiveness Data Management & Process Improvement Maintain CRM system data and perform ongoing data cleanup and validation Identify and resolve data discrepancies, duplicates, and reporting inconsistencies Support data governance initiatives and help establish best practices for data management Assist with data imports, exports, audits, and system maintenance activities Document business processes and recommend improvements to increase efficiency and accuracy Participate in workflow optimization and automation initiatives Operations & Cross-Functional Support Support operational initiatives across Sales, Marketing, Human Resources, Strategic Partnerships, and Management Collaborate with departments to understand reporting needs and deliver accurate and timely reporting Assist with certifications and compliance requirements as needed Serve as a resource for data-related questions and reporting support across the organization Qualifications Required Bachelor's Degree or equivalent experience Advanced proficiency in Microsoft Excel, including formulas, pivot tables, lookups, charts, and data analysis Strong analytical and problem-solving skills Excellent organizational skills and attention to detail Strong communication skills Ability to prioritize multiple projects and meet deadlines Ability to work independently while collaborating effectively across departments Knowledge of data visualization and dashboard development Preferred Experience with CRM systems and reporting tools Experience with process improvement or workflow automation initiatives This job description outlines the core duties and expectations of the role , but is not exhaustive. Responsibilities may shift or expand as business needs evolve.

Job Type:

Full-time Pay:

$40,000.00 per year

Benefits:

Flexible schedule Paid holidays Paid time off Application Question(s): Are you legally authorized to work in the United States on a permanent basis without the need for sponsorship now or in the future?

Education:

Bachelor's (Preferred)

Experience:

Power BI:

2 years (Preferred) Microsoft 365: 4 years (Preferred) Ability to

Commute:

Frisco, TX 75034 (Required)

Work Location:

In person