Business Operations Associate

Job Description

A Business Operations Associate provides comprehensive business operations, reporting, planning, and vendor-relationship support across the segment/division. Responsibilities include strategic planning coordination, project support, premium and commission reporting, audits, data analysis, Salesforce (SFDC) management, marketing support, and cross-functional partnership engagement. The position works closely with leadership, internal stakeholders, external carriers, brokers, and vendors to ensure accurate operations, high-quality reporting, and effective business execution.

*OPEN TO NC RESIDENTS ONLY*

What You'll Do

Strategic & Business Planning

• Support development of strategic goals and annual operating plans.

• Coordinate and facilitate departmental summits, all-hands meetings, leadership sessions, and staff meetings.

• Assist with workforce planning, staffing models, and monitoring hires aligned to budget and strategic-plan competencies.

• Support creation, communication, and adoption of departmental SOPs.

• Contribute to change-management efforts tied to business and process improvements.

Project Coordination & Special Initiatives

• Manage special projects assigned by leadership, including cost-reduction analyses or efficiency assessments.

• Review industry trends and brief leadership on emerging issues.

• Support evaluation of best- and next-practice opportunities for potential adoption.

• Serve as point of contact for consultants and external entities on data, research, or project needs.

• Track initiative progress and develop executive-ready presentations for ILT and senior leaders.

• Support BQ code releases and related project deliverables.

• Handle ad-hoc research, data lookups, spreadsheet analysis, and operational tasks defined by leaders.

Data Analysis, Reporting, & Systems Support

• Consolidate and standardize analytical reporting across the business.

• Conduct departmental budget monitoring, forecast tracking, and administrative cost-reduction analysis.

• Track KPI progress and operational performance metrics.

• Pull and prepare reports from Salesforce (SFDC) as requested.

• Perform SFDC cleanup, error correction, and daily data-quality work.

• Build dashboards and reporting tools to support Sales and leadership.

• Conduct Sales / Inspirato backend reporting and analytics.

• Support incentive-run review activities as needed.

Operational Reporting, Premium Processing & Audit Management

Premium & Commission Reporting

• Complete Monthly Premium Reporting, including premium loading and reconciliation.

• Perform Monthly Commissions Audits for Mosaic partners.

• Conduct New Business (NB) audits to ensure Mosaic is properly tied to accounts.

Audit/Escalation Work

• Identify and resolve discrepancies such as missing groups or premiums; work directly with carriers for resolution.

• Review and process error reports (e.g., Tax ID issues, premium exceptions, monthly premium variances).

Vendor, Carrier, and Partner Relationship Management

• Serve as first-level service support for Mosaic partners, ACS, Dental, and Vision.

• Lead vendor calls regarding outstanding cases, updates, and issue resolution.

• Manage the Mosaic Box, ensuring timely routing, follow-up, and closure of inquiries.

• Provide vendor support by investigating issues and driving strong partner relationships.

• Support continuous assessment of carrier, competitor, and market-related initiatives.

Cross-Functional Collaboration & Leadership Support

• Join leadership in internal and external partner meetings; document discussion points and drive follow-up.

• Contribute to Annual Report inputs, CEO/Board reports, and other executive communications.

• Support leadership’s public speaking engagements and industry board/committee participation.

Cross-Training & Additional Responsibilities

• Cross-trained across premium reporting, commissions audits, and NB audits.

• Perform additional duties or operational support tasks as assigned by leadership.

What You Need

• Bachelor's degree or advanced degree (where required)

• 0-2 years of experience in related field.

• In lieu of degree, 3+ years of exp