Elite Insurance Partners · 1 day ago
Performance Analyst
Tampa, Florida
Full-time
Onsite
Entry, Mid Level
$80K/yr - $100K/yr
2+ years expElite Insurance Partners (EIP) is a nationally recognized leader in the Medicare and life insurance space, consistently ranked as a Top Workplace. They are seeking a Performance Analyst to monitor, analyze, and optimize KPIs that drive the company's success, working cross-functionally to exceed performance targets.
Health InsuranceInsuranceLife Insurance
Responsibilities
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
Qualification
Required
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
Preferred
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
Benefits
401(k) with company match up to 3.5% after one year
Generous PTO
Fully equipped gym (paid for)
Starbucks coffee station
Massage chair relaxation room
Cafeteria with professional cooks
Covered walking trail for breaks and fresh air
Company
Elite Insurance Partners
Elite Insurance Partners provide life, health, and medicare insurance services.
51-200 employees
H1B Sponsorship
Elite Insurance Partners has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2020 (2)
Funding
Current Stage
Growth StageLeadership Team
Jagger Esch
Founder & CEO
Company data provided by crunchbase