The Insurance Operations Senior Analyst plays a key role in supporting the organization’s global insurance operations. This position is responsible for assisting with the insurance renewal process, financial analysis, vendor coordination, data reporting, and compliance support. The role requires strong analytical skills, attention to detail, and the ability to collaborate with internal and external stakeholders. The Insurance Analyst will assist with insurance renewals, audits, and policy documentation; review and maintain insurance quotes, binders, policies, and endorsements; and coordinate meetings and prepare materials for brokers, underwriters, and stakeholders. The Insurance Analyst may also support budgeting, accruals, and financial reconciliations related to insurance programs; maintain insurance records and manage document workflows, including NDAs and certificates of insurance; aggregate and analyze data to quantify risk exposures and support decision-making; develop dashboards and reports to communicate insights and trends; and provide analytical support for special projects such as claims analysis and loss forecasting.
Duties and ResponsibilitiesInsurance Program Support
- Assist with insurance renewals, audits, and policy management.
- Review and maintain insurance documents (quotes, binders, policies, endorsements).
- Coordinate meetings with brokers, underwriters, and stakeholders.
- Track exposure data and policy endorsements.
Financial & Budgeting Support
- Support annual insurance and captive budgeting processes.
- Assist with exposure true-ups and premium reconciliations.
- Assist with maintaining and enhancing the Total Cost of Risk (TCOR) model.
Vendor & Document Management
- Manage NDAs and track expiration dates.
- Coordinate outgoing certificates of insurance.
- Maintain departmental records and contact lists.
Data Analysis & Reporting
- Aggregate and analyze risk exposure data.
- Develop and recommend dashboards and reports for stakeholders.
- Identify trends and recommend improvements to data models and tools.
Project & Strategic Support
- Provide ad hoc analysis and reporting.
- Support special projects (e.g., claim analysis, loss forecasting).
- Assist with internal communications and presentation materials.
Compliance & Operational Support
- Support state compliance requirements and bond program renewals.
- Prepare carrier financial ratings and premium allocations.
- Utilize RMIS to generate reports and data visualizations.
Professional Development
- Stay current on insurance market trends.
- Bachelor’s degree in Risk Management, Finance, Business, or related field
- 3+ years of experience in Risk Management, Brokerage or Underwriting.
- ARM, CPCU, AIC, or similar designations a plus
- Strong organizational and communication skills with attention to detail
- Experience supporting insurance program administration or renewal processes
- Able to prioritize competing priorities and multitask.
- Detail-oriented and highly organized with a focus on quality and consistency. Strong in the area of documentation.
- Ability to interact effectively with colleagues and vendors at all levels within an extremely fast-paced environment.
- Self-motivated, professional demeanor takes initiative to drive valuable results. Ability to manage multiple projects and priorities proficiently.
- Excellent PC skills with emphasis on Microsoft Office 365 including Excel, PowerPoint, Outlook and Word
- Experience using Origami, Smartsheet and LineSlip a plus..
- Familiarity with contract insurance requirements and certificates of insurance.
- Exposure to risk management in a multi-company or complex business environment
#Hybrid
#LI-NK1
This job description may not be inclusive of all assigned duties, responsibilities, or aspects of the job described, and may be amended at any time at the sole discretion of JM Family. All work arrangements are subject to associate performance, business need and manager discretion, and may be revised as necessary.
JM FAMILY IS PROUD TO BE AN EQUAL OPPORTUNITY EMPLOYER
JM Family Enterprises, Inc. is an Equal Employment Opportunity employer. We are committed to recruiting, hiring, retaining, and promoting qualified associates without regard to age, race, religion, color, gender, sex (including pregnancy, childbirth and related medical conditions), sexual orientation, gender identity, gender expression, mental or physical disability, national origin, marital status, citizenship, military status, genetic information, veteran status, or any other characteristic protected by federal, state, provincial, or local law.
DISABILITY ACCOMMODATIONS
If you have a disability and require a reasonable accommodation to complete the job application process, please contact JM Family’s Talent Acquisition department at [email protected] for assistance. If you have an accommodation request for one of our recruiting events, please notify us at least 72 hours prior so that we may provide assistance.
Top Skills
What We Do
JM Family Enterprises, Inc. was founded by automotive legend, Jim Moran in 1968. It is a privately held company with $16 billion in revenue and more than 4,500 associates. Rooted in automotive and united in its strong culture and core values, JM Family is in the business of helping other businesses succeed. As a long-term partner, it is invested in its companies, associates and its communities. Driven by exceptional performance, current subsidiaries are in the automotive, financial services and franchising industries. Its family of companies includes: Southeast Toyota Distributors, the world’s largest independent distributor of Toyota vehicles; JM&A Group, a company committed to improving automotive dealers’ performance by offering Finance & Insurance products and services, dealership training and consulting; World Omni Financial Corp. (dba Southeast Toyota Finance), a captive financial services company driven to delivering an exceptional dealership and customer experience for Toyota customers in the Southeast; JM Lexus, one of South Florida’s leading Lexus dealers; DataScan, a provider of solutions for wholesale asset financing and inventory risk management; and Home Franchise Concepts, a multi-brand franchise network consisting of Budget Blinds, Tailored Living featuring PremierGarage, Concrete Craft, AdvantaClean, Kitchen Tune-Up, Bath Tune-Up and Two Maids & A Mop. JM Family has earned various awards for its culture, products and services, including 23 consecutive years on Fortune’s 100 Best Companies to Work For list.
