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Performance Analyst

Elite Insurance Partners

Tampa, Florida

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JOB DETAILS
SKILLS
Analysis Skills, Artificial Intelligence (AI), Artificial Intelligence (AI) Natural Language, Business Intelligence, Business Intelligence Software, Cafeteria, Communication Skills, Cross-Functional, Customer/Client Research, Data Cleaning, Data Sets, Financial Analysis, Financial Strategy, Insurance, Leadership, Life Insurance, Marketing, Massage Therapy, Medicare, Operational Audit, Performance Analysis, Performance Metrics, Power BI, Process Improvement, Python Programming/Scripting Language, R Programming Language, Reporting Dashboards, Reporting Skills, SQL (Structured Query Language), Sales Operations, Salesforce.com, Scorecarding, Spreadsheets, Statistics, Telemarketing, Trend Analysis
LOCATION
Tampa, Florida
POSTED
30+ days ago

Description

Performance Analyst
Location: On-site in Tampa, FL – Elite Insurance Partners
Salary- $80K - $100K/ year
Elite Insurance Partners (EIP) is a nationally recognized leader in the Medicare and life insurance space, consistently ranked as a Top Workplace and one of the fastest-growing insurance brokerages in the U.S. We’re passionate about helping families protect their future, and we’re looking for a Performance Analyst who can help us protect ours, by monitoring, analyzing, and optimizing the KPIs that drive our success.
 
This isn’t a “build a report and call it a day” type of role. We’re seeking someone who is curious, forward-thinking, and eager to challenge assumptions. You’ll work cross-functionally with marketing, sales, operations, and leadership to ensure we’re not just hitting targets, we’re exceeding them. If you can spot a lagging indicator before it derails performance and know how to translate complex data into a clean, actionable dashboard, we want to meet you.
 
What You’ll Do
  • 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
What You Bring
  • 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
Bonus Points For
  • 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
Why Join EIP?
At EIP, our people are our greatest asset. That’s why we invest heavily in your success, both inside and outside the office.
Perks & Benefits:
  • Competitive salary range of $80K - $100K, based on experience
  • 401(k) with company match up to 3.5% after one year
  • Generous PTO
  • Onsite amenities including:
    • Fully equipped gym (paid for)
    • Starbucks coffee station
    • Massage chair relaxation room
    • Cafeteria with professional cooks
    • Covered walking trail for breaks and fresh air

About the Company

E

Elite Insurance Partners

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