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*

• 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.

• 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.

• 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.

• 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.

• Identify and resolve discrepancies such as missing groups or premiums; work directly with carriers for resolution.
• Review and process error reports (e.g., Tax s, premium exceptions, monthly premium variances).

• 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.

• 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‑trained across premium reporting, commissions audits, and NB audits.
• Perform additional duties or operational support tasks as assigned by leadership.

• Bachelor's degree or advanced degree (where required)
• 0‑2 years of experience in related field.
• In lieu of degree, 3+ years of experience in related field.

• Background in Marketing and Healthcare
• Project Management experience
• Advanced experience using Microsoft Office…