Senior Analyst, Portfolio Analytics and Planning

Overview

This role supports portfolio planning and operational analytics across the delivery value stream for next-generation auto rating programs and related delivery frameworks. The focus is on helping turn a complex, multi-state, multi-program environment into a clear, visible, data-driven plan.

The position may have in-office requirements depending on candidate location. The level of the position offered will be based on skills and experience at manager discretion.

Responsibilities

• Analyze and recommend: Investigate planning and capacity questions, conduct scenario analysis, and synthesize findings into clear, actionable recommendations that drive rollout schedules and cadence.
• Support portfolio planning: Maintain an integrated view of program rollouts across states and programs, including rollout sequencing, dependencies, milestones, and cadence.
• Measure performance: Develop metrics, dashboards, and reporting to track delivery progress, surface risks, and inform trade-off decisions for the team and leadership.
• Put technology to work: Integrate tools such as AI, Power BI, Power Apps, JIRA, and Excel into day-to-day workflows to improve quality, traceability, and speed-to-market.
• Partner cross-functionally: Collaborate with State Management, Program Management, Data Science, Technology, and other teams to keep the roadmap realistic, visible, and on track.

Requirements

• Experience in analytics, portfolio/program planning, forecasting, operations, or a related area.
• Strong analytical and quantitative skills, including comfort building custom logic, forecasts, and performance metrics from data.
• Experience with data, reporting, and app-building tools (e.g., Power BI, Power Apps, Excel).
• Curiosity about applying AI and automation to streamline planning and reporting.
• Detail oriented with a strong steward of quality outcomes.
• Strong organizational skills, with the ability to turn ambiguity into structure.
• Clear written and verbal communication, able to translate complex data and plans into concise recommendations.
• Ability to work across multiple teams and manage several priorities at once.
• Education: Bachelor’s degree in Mathematics, Statistics, Finance, Economics, or Insurance preferred; or equivalent experience.
• Experience: Approx 5 or more years related work experience.
• Knowledge of insurance principles and concepts required.
• Advanced analytical/problem-solving and research skills.
• Effective communication skills for writing reports/proposals and making presentations.
• Ability to work independently and lead others during projects.
• Knowledge of business practices and processes.
• Proficiency with spreadsheets and data base software.

Preferred Qualifications

• Experience applying analytics and operational planning concepts in multi-state, multi-program environments.

Compensation & Benefits

• Pay Philosophy: The typical starting salary range for this role is determined by a number of factors including skills, experience, education, certifications, and location. The full salary range for this role reflects the competitive labor market value for employees in these positions across the national market and provides an opportunity to progress as employees grow and develop within the role.
• Some roles may include a corresponding compensation plan that can include commission and/or bonus earnings at rates that vary based on multiple factors set forth in the compensation plan for the role.
• Benefits and workplace flexibility, plus professional development opportunities and opportunities through Employee Resource Groups.

Location

• In-office requirements may apply depending on candidate location.

Equal Opportunity

• The employer is an equal opportunity employer and does not tolerate discrimination on the basis of race, color, national origin, sex, sexual orientation, gender identity, religion, age, disability, veteran’s status, pregnancy, genetic information, or any basis prohibited by federal, state, or local law.