Business Operations Associate

About this role

A Business Operations Associate provides comprehensive business operations, reporting, planning, and vendor-relationship support across the segment/division. Responsibilities include strategic planning coordination, project support, premium and commission reporting, audits, data analysis, Salesforce (SFDC) management, marketing support, and cross-functional partnership engagement. The position works closely with leadership, internal stakeholders, external carriers, brokers, and vendors to ensure accurate operations, high-quality reporting, and effective business execution.

\*OPEN TO NC RESIDENTS ONLY\*

What You'll Do

Strategic & Business Planning

• Support development of strategic goals and annual operating plans.
• Coordinate and facilitate departmental summits, all-hands meetings, leadership sessions, and staff meetings.
• Assist with workforce planning, staffing models, and monitoring hires aligned to budget and strategic-plan competencies.
• Support creation, communication, and adoption of departmental SOPs.
• Contribute to change-management efforts tied to business and process improvements.

Project Coordination & Special Initiatives

• Manage special projects assigned by leadership, including cost-reduction analyses or efficiency assessments.
• Review industry trends and brief leadership on emerging issues.
• Support evaluation of best- and next-practice opportunities for potential adoption.
• Serve as point of contact for consultants and external entities on data, research, or project needs.
• Track initiative progress and develop executive-ready presentations for ILT and senior leaders.
• Support BQ code releases and related project deliverables.
• Handle ad-hoc research, data lookups, spreadsheet analysis, and operational tasks defined by leaders.

Data Analysis, Reporting, & Systems Support

• Consolidate and standardize analytical reporting across the business.
• Conduct departmental budget monitoring, forecast tracking, and administrative cost-re...