Business Operations Associate

Job Summary

Supporting daily operational workflows, the full-time Business Operations Associate will ensure data integrity, process transactions accurately, and collaborate across teams to enhance efficiency in a remote work environment.

Key Responsibilities

• Maintain the accuracy and completeness of data across CRM and operational systems
• Process assigned operational workflows, including billing and payments, while auditing data to minimize errors
• Track and report on key operational metrics and analyze trends to identify improvement opportunities

Required Qualifications

• 1 to 3 years of experience in operations, billing, or financial administration, preferably in insurance or financial services
• Proficient in Microsoft Excel, including formulas, pivot tables, and lookups
• Associate's or Bachelor's degree in Business, Accounting, Finance, or a related field preferred
• Strong attention to detail with the ability to identify and correct data inconsistencies
• Comfort navigating multiple systems and tools, with a proactive attitude towards learning