The Operations Analyst supports the Optimization & Transformation team by conducting operational analyses, documenting processes, gathering requirements, and assisting with improvement initiatives across SPG’s portfolio companies. Working closely with Senior Operations Consultants and cross-functional teams, this role analyzes business processes, identifies inefficiencies, and supports the implementation of optimization projects.

This role provides broad exposure to operations across Underwriting, Sales, Claims, and business operations—offering a comprehensive understanding of end-to-end insurance workflows. You’ll gain hands-on experience with process mapping, data analysis, project coordination, and stakeholder engagement while contributing to meaningful transformation initiatives.

Process Documentation & Analysis

• Document current-state business processes through interviews, observation, and data collection
• Create detailed process maps, workflow diagrams, and documentation using Visio and standard tools
• Analyze process flows to identify bottlenecks, redundancies, and improvement opportunities
• Maintain process documentation libraries with proper version control
• Support value stream mapping sessions and create visual process models
• Gather and document business requirements from operational stakeholders

Data Collection & Analysis

• Collect and analyze operational data to support process assessments and improvement initiatives
• Develop metrics and tracking mechanisms to measure process performance
• Create reports, dashboards, and presentations to communicate findings and trends
• Conduct process cost analysis and capacity assessments under guidance of senior team members
• Analyze process cycle times, volumes, and resource utilization
• Support gap analyses by comparing current capabilities against target-state requirements

Project Support & Coordination

• Assist Senior Operations Consultants with transformation project planning and execution
• Coordinate project activities including scheduling, action item tracking, and documentation
• Support User Acceptance Testing (UAT) for technology implementations
• Maintain project plans, timelines, and status reports
• Track project risks, issues, and dependencies
• Prepare materials for stakeholder meetings and presentations

Stakeholder Engagement & Change Management

• Conduct interviews with operations staff to understand current processes and pain points
• Facilitate working sessions to gather requirements and validate process documentation
• Build relationships with operational teams to support ongoing improvement efforts
• Communicate findings and recommendations to stakeholders at appropriate levels
• Support change management activities by creating training materials and job aids

Continuous Improvement & Collaboration

• Assist with continuous improvement initiatives and rapid improvement events
• Research best practices and industry benchmarks for operational processes
• Support identification and prioritization of automation opportunities
• Contribute to the development of standard operating procedures and process guides
• Collaborate with Finance, Technology, and Operations Delivery teams to support cross-functional initiatives

Required

• Education: Bachelor’s degree in business administration, Operations Management, or a related field—or an equivalent combination of education and relevant work experience
• Experience: 1–3 years in insurance operations, business analysis, process improvement, or a related analytical role. Wholesale, MGA, or carrier environment strongly preferred
• Analytical Skills: Strong analytical and problem-solving abilities with keen attention to detail
• Communication: Excellent written and verbal communication skills with the ability to engage stakeholders at all levels
• Technical Aptitude: Comfort learning and adopting new technologies and systems

Technical Skills

• Proficiency in Microsoft Excel (pivot tables, formulas, data analysis), Visio (process mapping), PowerPoint, and Word
• Basic understanding of process mapping methodologies (value stream mapping, swimlane diagrams, SIPOC)
• Comfortable working with data, creating reports, and building dashboards

Preferred

• Knowledge of insurance operations (underwriting, policy administration, sales, claims) and industry terminology
• Exposure to Lean, Six Sigma, or other process improvement methodologies
• Experience with data visualization or business intelligence tools
• Familiarity with project management concepts and tools
• Understanding of insurance technology systems and platforms

• Curiosity & Learning Orientation: Genuine interest in understanding how businesses operate and a desire to continuously learn
• Analytical Thinking: Ability to break down complex processes, identify patterns, and draw insights from data
• Attention to Detail: Precision in documentation, data analysis, and process mapping
• Communication: Clear written and verbal skills with the ability to ask good questions and listen actively
• Collaboration: Works effectively with diverse teams and builds positive working relationships
• Time Management: Manages multiple tasks and priorities in a fast-paced, multi-company environment
• Adaptability: Comfortable with shifting priorities and willing to take on varied assignments
• Professionalism: Represents the team well when engaging stakeholders across the organization

You’re naturally curious about how things work and have a keen eye for detail. You enjoy diving into data, asking questions, and uncovering insights that help others make better decisions. You’re comfortable working independently on analytical tasks and collaboratively with teams across the organization.

You communicate complex processes clearly—whether documenting workflows, presenting findings, or interviewing stakeholders. You’re organized and methodical, but flexible enough to adapt when priorities shift or new information emerges.

You take ownership of your work and deliver high-quality outputs without constant oversight. You’re proactive about seeking feedback, asking clarifying questions, and finding solutions. You understand that your analysis and documentation are critical inputs to larger transformation initiatives, and you take pride in producing work others can rely on.

This role provides a clear pathway to Senior Operations Consultant and beyond. Analysts who demonstrate strong analytical skills, business acumen, and the ability to independently lead projects typically advance within 2–3 years. You’ll gain extensive exposure to:

• End-to-end insurance operations across multiple functions and portfolio companies
• Process improvement methodologies and operational frameworks
• Stakeholder engagement and change management
• Business case development and financial analysis
• Technology implementations and platform migrations
• Operating model design and organizational transformation

Salary Transparency:

Disclosure required under applicable law in California, Colorado, Illinois, Maryland, Minnesota, New York, New Jersey, and Washington states: The expected salary range for this position is $75,000 - $80,000 annually and will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages: health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits such as vacation, sick, and personal days, and eligible bonuses, equity and commissions for some positions.

Department Business Operations

Required Experience: 1-2 years of relevant experience

Required Travel: No Travel Required

Required Education: Bachelor's degree (4-year degree)

HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.

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