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Performance Analyst
2 weeks ago
Performance Analyst
Location: On-site in Tampa, FL - Elite Insurance Partners
Salary- $80K - $100K/ year
Elite Insurance Partners (EIP) is a nationally recognized leader in the Medicare and life insurance space, consistently ranked as a Top Workplace and one of the fastest-growing insurance brokerages in the U.S. We're passionate about helping families protect their future, and we're looking for a Performance Analyst who can help us protect ours, by monitoring, analyzing, and optimizing the KPIs that drive our success.
This isn't a "build a report and call it a day" type of role. We're seeking someone who is curious, forward-thinking, and eager to challenge assumptions. You'll work cross-functionally with marketing, sales, operations, and leadership to ensure we're not just hitting targets, we're exceeding them. If you can spot a lagging indicator before it derails performance and know how to translate complex data into a clean, actionable dashboard, we want to meet you.
What You'll Do
- Monitor organizational performance trends and flag anomalies before they become problems
- Analyze operational, financial, and strategic data to measure performance and uncover insights
- Develop, maintain, and automate dashboards, scorecards, and KPI trackers in Power BI, Excel, and Salesforce
- Use AI tools (ChatGPT, Power BI Copilot, Excel AI) to summarize trends, write reports, and streamline workflows
- Enable non-technical users to extract insights through natural language querying and AI copilots
- Partner with stakeholders to identify underperforming areas, root causes, and actionable improvements
- Deliver clear, concise reporting to leadership - turning complexity into clarity
- Build and refine KPI frameworks to ensure alignment with organizational goals
- Conduct ad hoc deep dives to support high-stakes strategic decisions
- 2-4+ years in a performance, business, data, or operations analyst role
- Strong experience with Power BI, Salesforce, Excel, SQL, and BI tools
- Proven use of AI tools (ChatGPT, Copilot, Python GPT libraries, etc.) to automate analysis or generate insights
- Comfortable working with large, messy datasets and turning them into clear, actionable recommendations
- Deep understanding of KPIs, business performance metrics, and process optimization
- Excellent communication skills, you can explain analytics to non-analytical stakeholders
- Experience in insurance, call centers, marketing agencies, or high-growth environments
- Contributing to or maintaining a data dictionary or KPI glossary
- Owning a monthly/quarterly business review (MBR/QBR) process
- Migrating reporting from spreadsheets to BI platforms
- Python or R skills for deeper statistical analysis
At EIP, our people are our greatest asset. That's why we invest heavily in your success, both inside and outside the office.
Perks & Benefits:
- Competitive salary range of $80K - $100K, based on experience
- 401(k) with company match up to 3.5% after one year
- Generous PTO
- Onsite amenities including:
- Fully equipped gym (paid for)
- Starbucks coffee station
- Massage chair relaxation room
- Cafeteria with professional cooks
- Covered walking trail for breaks and fresh air
