Business Analyst

Description

At Portfolio, we pride ourselves on our responsive, innovative, efficient, and sincere service standards (R.I.S.E).

** LOCAL APPLICANTS WILL BE CONSIDERED FOR INTERVIEW**

We are seeking dedicated professionals who are passionate about making a difference in the claims process.

In addition to offering a hybrid work schedule, Portfolio offers a comprehensive benefits package:

• Paid Company Holidays
• Paid Time Off, including Flex Time (40 Hours of additional Paid Time Off) and Volunteer Time.
• Health/Dental, Visions Insurance
• Life Insurance & Short-Term Disability
• Tuition Reimbursement
• Referral Bonus
• 401(k)
• Monthly Associate Breakfasts
• Reputation Management Program – Monetary Prizes for Positive Online Reviews
• Hybrid/Flexible work schedule
• Additional associate perks

If you're ready to be part of a dynamic team that values integrity and excellence, apply today and help us redefine the claims experience! Join Our Team at Portfolio!

Local applicants will be considered, as this role does require on-site work for a period of time before working a hybrid schedule.

• Back-End Technical Business Analyst project, ticketing experience focused on Claims, Contact Center Initiatives is a PLUS!
• Jira, Confluence, SharePoint, Workflow Automation Platforms, or Reporting Dashboards are a PLUS!
• Agile methodology exposure, Agile certification (e.g., Scrum Master, SAFe) is a PLUS! 

Compensation:

• Starting range of pay: $74k - $89K per year. Depending on experience, plus Comprehensive Benefits!

Work schedule:

• Schedule: Monday-Friday, 9:00 am - 6:00 pm PST.
• Hybrid Schedule: This position requires initial in-office work at our Lake Forest, CA office for a period of time before working a hybrid schedule.

Job Summary & Objective:

The Business Analyst (Business Optimization Specialist) plays a strategic and adaptive role within the business unit, bridging the gap between operational leadership and the technology function, and accelerating value across the organization. This role is responsible for identifying process gaps, advocating for business needs, and supporting the delivery and optimization of technical solutions that enhance efficiency, automation, and decision intelligence. In addition to cross-functional collaboration to support shared objectives and accelerate value across the organization, the Business Optimization Specialist may maintain oversight of certain AI-powered or logic-driven tools—such as the rules engine and trust score model—depending on business needs.

While not part of the IT department, this position requires strong technical fluency, agile project coordination skills, and a deep understanding of business workflows and transformation strategy.

* Leverage Agile methodologies to drive project execution and continuous improvement; Agile certification (e.g., Scrum Master, SAFe) preferred.

* Experience with Jira or Confluence is a plus!

* 2+ years of experience in a business operations or support role with exposure to systems and process improvement.

Essential Functions:

• Represent the business unit in cross-functional discussions with technology, data, and vendor teams to ensure departmental needs are understood and prioritized.
• Collaborate on the design, testing, and deployment of system enhancements, process automations, or new platforms—especially those impacting customer experience and operational output.
• Maintain or oversee AI-supported systems or decision engines (e.g., rules engine, trust score model) by supporting business-side calibration, integrity, and alignment with evolving objectives.
• Identify workflow inefficiencies and recommend data-driven, technology-enabled improvements to reduce manual work and improve accuracy.
• Lead or participate in business-side activities related to change management, including communication, readiness, stakeholder engagement, and user training.
• Serve as a key resource for troubleshooting, functional support, and informal coaching of end users across the business.
• Coordinate user acceptance testing (UAT), documentation, and validation activities in support of technology rollouts.
• Support vendor management efforts by evaluating new solutions, coordinating integrations, tracking performance, and communica