Senior Brokerage Operations Associate jobs in United States
cer-icon
Apply on Employer Site
company-logo

Propel, Inc · 15 hours ago

Senior Brokerage Operations Associate

Propel is a technology company dedicated to empowering low-income Americans by simplifying access to government benefits. They are seeking a Senior Brokerage Operations Associate to build and scale the operational foundation of their Medicare brokerage, focusing on automation, operations, analytics, and partner execution.

AppsFinanceFinancial ServicesFinTech
check
H1B Sponsor Likelynote

Responsibilities

Build and own internal-facing tools that automate core backoffice and post-enrollment workflows
Identify high-impact opportunities to reduce manual effort, improve accuracy, and increase operational efficiency
Partner with Product and Engineering to scope, ship, and iterate quickly on automation
Support and increasingly own key operational partner relationships, including FMOs
Manage carrier contracting and onboarding to enable GTM and state expansion
Build, maintain, and refine Intercom workflows and macros to support advisors effectively at scale
Use tools like Amplitude, Metabase, SQL, and spreadsheets to understand and improve Propel’s funnel
Partner with Product, Engineering, and Data to translate insights into execution and prioritization
Develop strong intuition for operational metrics and business performance
Partner with the CCO and our compliance consultant on annual compliance filings
Support compliance incident response and enrollment QA, automating processes where possible
Ensure compliance processes scale cleanly as the business grows
Contribute to the operations roadmap and annual planning processes
Support goal-setting, benchmarking, and company-wide communications
Develop as a trusted IC voice in planning and prioritization discussions

Qualification

SQLExcel/Google SheetsOperationsProduct ManagementInsurtech ExperienceAmplitudeMetabaseAttention to DetailOrganizational SkillsCommunication Skills

Required

3+ years of experience in a startup, management consultancy, or similarly fast-moving environment
Background in operations, analytics, or product preferred
Experience supporting a consumer-facing product is a plus
Strong bias toward action and iteration; comfort building imperfect systems and improving them over time
Excellent attention to detail and organizational skills, with the ability to manage multiple workstreams simultaneously
Comfort working with external partners across parallel initiatives
Strong SQL and Excel/Google Sheets experience
Familiarity with analytics tools such as Amplitude and Metabase
Clear, concise written and verbal communication skills
Experience in insurtech, Medicaid/Medicare, insurance brokerages, or adjacent regulated spaces is a big plus

Benefits

20 Days of PTO
4% 401K match
$10k lifetime spend towards Carrot Fertility
Excellent Medical, Dental and Vision options
Other health and mental health focused benefits and perks

Company

Propel, Inc

twittertwitter
company-logo
Propel is a tech company that’s strengthening the social safety net for people who receive government benefits.

H1B Sponsorship

Propel, Inc 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
2021 (2)

Funding

Current Stage
Growth Stage
Total Funding
$71.7M
Key Investors
Bill & Melinda Gates FoundationNyca PartnersFinancial Health Network
2024-08-28Grant· $3.5M
2022-03-08Series B· $50M
2018-12-14Series A· $12.8M

Leadership Team

leader-logo
Jeff Kaiser
Co-founder and Chief Operating Officer
linkedin
leader-logo
Ram Mehta
CTO & Co-founder
linkedin
Company data provided by crunchbase