Client Operations Analyst

Producerflow is Agenteros SaaS platform for insurance carriers and MGAs. We handle the full producer lifecycle - onboarding compliance licensing appointments and reporting - for clients including some of the largest insurance companies and Agencies in the US.

Were hiring a Client Operations Analyst to join the Producerflows Business Operations team. Youll own the execution side of our client operations: running data imports generating recurring reports supporting day-to-day client requests and keeping producer records clean and accurate across our platform.

This is a hands-on role for someone who thrives on autonomy. You wont be handed a daily task list - youll need to actively seek out work identify what needs to be done across clients and systems and drive it forward without waiting for instructions. Youll report to the Business Operations Team Lead and collaborate closely with engineering account teams and clients across the US.

• Data imports & entry: Execute producer agency and appointment data imports into Producerflow; update NPNs licenses principal changes and contact records; keep data consistent and reconciled across systems.
• Reporting: Generate and deliver recurring client reports (daily weekly monthly); write SQL queries against our database; surface anomalies and flag them to the team.
• Client support: Respond to client requests in Slack and HubSpot using established playbooks; triage issues and escalate complex cases to the team lead or engineering.
• Issue triage: File bug reports in Linear with clear reproduction steps; follow up on ticket status and close the loop with clients.
• Operational tasks: Support data migrations UAT testing and one-off data corrections; own the execution layer of client ops.
• Documentation: Keep internal playbooks and SOPs up to date as processes evolve.

• US overlap hours availability (non-negotiable): Given our US-based clients this role requires working hours of 1:00 PM 10:00 PM CET Monday to Friday to stay closely connected with the organization and clients.
• Highly self-directed and proactive (non-negotiable): You dont wait to be told what to do. You spot gaps flag them propose solutions and keep your own pipeline of work moving. Youre comfortable with ambiguity and actively seek out what needs to be done rather than waiting for assignments.
• Thrives in a fast-paced environment: Priorities shift scope changes and youll regularly pick up tasks outside your core role. You stay flexible adapt quickly and dont get thrown off when plans evolve.
• 24 years of experience in Operations Client support Data analysis or a similar analytical/ops role.
• Technical background: Degree in Engineering Computer Science Mathematics Data Science or a similar technical field.
• Bilingual English Spanish: Fluent in both written and spoken. Client communication is in English; internal collaboration is often in Spanish.
• SQL fluency: Comfortable writing SELECT queries with JOINs filters and aggregations against production data. BigQuery experience is a plus.
• AI-native workflow: You actively use Claude ChatGPT or similar LLMs in your daily work to draft communications debug data automate repetitive tasks and move faster. Youre excited to push this further and build your own workflows.
• Data analysis skills: Strong in spreadsheets (pivot tables lookups basic modeling); you can spot inconsistencies and reconcile discrepancies without hand-holding.
• Attention to detail: You dont let small errors through. You double-check before shipping.
• Clear written communication: You can send a concise professional Slack or email message to a client with minimal review.

• Experience with HubSpot (CRM inbox workflows).
• Experience with Zapier or similar no-code automation tools.
• Experience with insurance operations compliance or producer licensing (NIPR LOAs appointments). Not necessarily required well train you.
• Familiarity with Linear Slack or other ops tooling.
• Basic scripting (Python shell) for small data transformations and automation.

• Remote-first setup in Spain.
• Real ownership and direct impact on client outcomes from day one.
• Heavy investment in AI tooling: Youll work alongside Claude and similar tools as core parts of your daily workflow.
• Clear growth path into senior operations client-facing or technical roles on the Producerflow team.

We know the recruitment process can be tedious so heres what ours looks like:

• Initial Call with the People Team to get to know you.
• Role Specific Call to dive deeper into the nitty-gritty.
• Case study to put your skills to the test.
• Call with another Team member.
• Management Call with our VP of Growth.
• CEO call with our Founder Luis Pino.

Wow Stakeholders:

• Understand how stakeholders think feel and do things.
• Innovate to solve their problems creatively and simply.
• Contribute towards and celebrate their achievements.

Win it:

• We pursue goals with grit and persistence.
• We collaborate across the company to meet commitments.
• We are passionate about solving problems.

One Team

• We operate and achieve success together.
• We support and challenge each other to improve.
• We work hard and bond stronger.

Trust & Tell

• We are open humble and transparent.
• We promote an environment of trust.
• We share information by telling what we know.

Own it

• We measure outcome over input.
• We hold each other accountable for the results of our efforts.
• We proactively take ownership to drive impact.

If youre ready to make a meaningful impact and contribute to our exciting journey we invite you to apply today. Lets shape the future of insurance together!