Operations Analyst, Business Systems

Reserv is an insurtech creating and incubating cutting-edge AI and automation technology to bring efficiency and simplicity to claims. Founded by insurtech veterans with deep experience in SaaS and digital claims, Reserv is venture-backed by Bain Capital and Altai Ventures and began operations in May 2022. We are focused on automating highly manual tasks to tackle long-standing problems in claims and set a new standard for TPAs, insurance technology providers, and adjusters alike.

We have ambitious (but attainable!) goals and need adjusters who can work in an evolving environment. If building a leading TPA and the prospect of tackling the long-standing challenges of the claims role sounds exciting, we can’t wait to meet you.

As a Operations Analyst, Business Systems at Reserv, you will be defining our growth potential for years to come. Reserv will be depending on you to lead the implementation and management of our claims management system, Snapsheet. You will be responsible for building out system workflows, managing all data, and implementing new system processes. If you are ready to mold the vision for Reserv’s technology, join us on this journey. 

• Skilled in analyzing, optimizing, and maintaining business systems to improve operational efficiency.
• Experienced in working with enterprise tools such as ERP, CRM, or workflow management platforms.
• Proficient in gathering and translating business requirements into system configurations or enhancements.
• Detail-oriented with strong organizational skills, capable of managing multiple priorities and projects.
• A problem solver with the ability to troubleshoot system issues and recommend effective solutions.
• Collaborative and comfortable working closely with cross-functional teams, including IT, operations, and product teams.
• Strong communicator, able to clearly articulate technical concepts to non-technical stakeholders.

We need you to do all the things typical to the role: 

• Process Optimization & Workflow Development: 
  Lead process improvement initiatives and collaborate with stakeholders to define and build adjuster workflows within claims systems.
  Ensure all systems are properly documented and maintained, including developing and updating technical documentation, and operational procedures.
• System Configuration & Implementation: 
  Manage the strategy processes of our claims management system (Snapsheet).
  Configure claims systems and Salesforce processes/flows to support new accounts and operational needs.
• User Management & Support: 
  Manage user access, build permission sets, and resolve system-related issues.
  Provide training and support to end-users, including developing training materials and conducting training sessions.
• Cross-Functional Collaboration: 
  Support engineering teams on system builds and partner with individual contributors and leaders across the organization.
  Proactively identify issues of concern across the organization, keep management informed of critical issues, and communicate changes that may impact expected business results.
• New Account & Vendor Onboarding: 
  Onboard new accounts onto relevant systems. 
  Source/manage systems vendors based on new claims team initiatives.

• 3+ years of experience managing various systems and operations in the startup and/or insurance space
• At least 1 year of experience with Snapsheet (preferable) or other claims management systems
• Deep knowledge in Salesforce, Hubspot, Zendesk, or other CRM Applications 
• Strong analytical and problem-solving skills, with an eye for detail and the ability to think strategically and creatively to develop innovative solutions
• Have a strong technical skillset but also the willingness and ability to take over tasks outside your core competency
• Strong project management skills, with the ability to manage multiple projects and priorities simultaneously
• Ability to effectively communicate with both business and technical teams
• Proficient in Excel and BI tools such as Looker, Tableau, etc.

• Generous health-insurance package with nationwide coverage, vision, & dental
• 401(k) retirement plan with employer matching
• Competitive PTO policy – we want our employees fresh, healthy, happy, and energized!
• Generous family leave policy
• Work from anywhere to facilitate your work life balance
• Apple laptop, large second monitor, and other quality-of-life equipment you may want. Technology is something that should make your life easier, not harder!