2-5 years of experience in business communications, training, or a related field.
Bachelor's degree in Business Communications, Business Administration, Accounting, Finance, Project Management, Organizational Strategy, or a related field; relevant experience may substitute for degree.
Knowledge of general accounting principles.
Preferred experience in insurance brokerage.
Experience managing SharePoint sites is a plus.
Advanced proficiency in Microsoft Office, especially Excel; familiarity with Power BI reporting is preferred.
Strong communication, presentation, and facilitation skills.
Responsibilities
Develop and maintain communications for internal clients and Accounting Center team members.
Maintain internal and external SharePoint sites.
Create and manage the Accounting Center newsletter with engaging content.
Coordinate operational meetings, including agenda development and action item tracking.
Enhance onboarding curriculum by updating and developing training modules.
Identify training needs and coordinate development initiatives with department managers.
Act as internal project manager for assigned Accounting Center IT initiatives.
Analyze reporting to support service level agreements and operational performance.
Benefits
Collaborative work environment focused on efficiency and alignment with business goals.
Opportunities for professional development and training.
Engagement with various stakeholders across the organization.
Involvement in strategic initiatives and process improvement projects.
Full Job Description
Description and Requirements
About the Role:
The Business Operations Analyst plays a key role in supporting Accounting Center operations by driving consistency, efficiency, and alignment with both national and local business goals. This position focuses on communications, training, reporting, project coordination, and process improvement initiatives to ensure smooth and effective operations.
What You'll Do:
Develop, execute, and maintain communications for internal clients and Accounting Center team members, including supporting materials and implementation support for new processes and procedures.
Maintain internal and external SharePoint sites.
Develop and manage the Accounting Center newsletter, collaborating with stakeholders to create engaging content.
Coordinate operational meetings, including agenda development, meeting documentation, and action item tracking.
Maintain and enhance onboarding curriculum by updating existing content and developing new training modules.
Partner with department managers and analysts to identify training needs and coordinate development initiatives.
Act as the internal project manager for Accounting Center IT initiatives, as assigned.
Develop and analyze reporting to support service level agreements (SLAs), operational performance, and strategic goals.
Manage bi-annual surveys and coordinate action plans based on survey findings.
Produce and distribute operational dashboards and reporting for management, leadership, and corporate presentations.
What We're Looking For:
2-5 years of experience in business communications, training, or a related field.
Bachelor's degree in Business Communications, Business Administration, Accounting, Finance, Project Management, Organizational Strategy, or a related field; significant relevant experience within a large insurance brokerage may be considered in lieu of a degree.
Knowledge of general accounting principles.
Insurance brokerage experience preferred.
Experience managing SharePoint sites preferred.
Advanced proficiency in Microsoft Office, particularly Excel; experience with Power BI reporting preferred.
Strong communication, presentation, and facilitation skills, with the ability to engage audiences at all levels of the organization.
Strong organizational, project management, analytical, and problem-solving skills.
Self-motivated, detail-oriented, and able to manage multiple priorities while meeting deadlines.
$90-$98k
About USI Holdings Corporation
USI is a leading insurance brokerage and consulting firm, delivering property and casualty, employee benefits, personal risk, program and retirement solutions throughout the United States. Headquartered in Valhalla, New York, USI has over 200 offices across the United States. USI combines industry-leading national capabilities delivered through longstanding, passionate and committed local service teams. USI stands for Understand, Service and Innovate. At USI, we work to Understand the specific needs of our clients, to provide an unparalleled local Service experience, and to Innovate with cutting-edge solutions so our clients can continue to invest and grow.
