Business Operations Analyst I Provisioning & Compliance

$58500 - $65000 / year

#LI-Hybrid

The insurance industry runs on Vertafore. We equip agencies MGAs and carriers with the core digital systems specialized AI and data-driven foundation to eliminate distribution drag across the insurance lifecycle spanning sales servicing and back-office operations.

Underpinned by unmatched speed and performance power we are the trusted backbone thats taking the insurance industry from friction to flow with Distribution Velocity speed performance and trust - to drive growth at scale.

With over 95% of the top agencies and insurers and 50% of industry compliance transactions running through Vertafore we lead at the intersection of innovation and trust giving insurance professionals the confidence to transform and win in the AI era.

Our reach is global with headquarters in Denver Colorado and offices across the U.S. Canada and India.

As a Business Operations Analyst I - Provisioning & Compliance you will report to the Manager of Business Operations Analytics. This position requires strong attention to detail and supports accurate timely and consistent execution of provisioning and fulfillment activities. This role is responsible for processing provisioning and deprovisioning requests for Vertafore products reviewing assigned fulfillment activity for accuracy monitoring entitlement and compliance data and escalating discrepancies that may impact customer access billing accuracy or internal reporting. With the use of internal systems BI tools and AI-enabled productivity tools this position supports fulfillment accuracy documentation reporting visibility and timely delivery of software and licenses across Vertafore products.

Core Requirements and Responsibilities:

Essential job functions included but are not limited to the following:

Processes accurate and timely provisioning and deprovisioning of products for our customers utilizing various internal systems and applications

Processes assigned fulfillment events and reviews supporting details to assist with monthly revenue recognition processes

Monitors entitlement fulfillment and compliance data using standard reports and BI tools

Identifies basic data discrepancies access issues or process exceptions and escalates findings to management or senior team members

Uses AI-enabled productivity tools to assist with documentation data review issue summarization and reporting efficiency

Supports internal monthly timelines and processes to ensure timely delivery of software and licenses

Performs quality checks by verifying provisioning activity against system and audit standards

Assists with researching fulfillment issues and documenting findings for review

Maintains accurate process documentation and provides updates on assigned tasks

Supports Quote-to-Cash processing activities by completing assigned fulfillment tasks and communicating issues as needed

Knowledge Skills and Abilities:

Uses sound judgment and decision-making skills to escalate issues appropriately

Strong attention to detail and accuracy when processing provisioning and fulfillment activities

Basic understanding of BI tools AI-enabled productivity tools data validation and reporting concepts

Basic understanding of data tables and relationships preferred

Ability to manage multiple assigned tasks and meet recurring deadlines

Demonstrated proficiency in technical writing and composition

Working knowledge of MS Office especially Excel

Proven analytical and critical thinking skills

Self-driven ability to complete assigned work independently with regular guidance and minimal supervision

Ability to work effectively with other employees departments/functions as well as outside parties

Ability to work in a fast-paced environment where changes or exceptions to procedures are common

Qualifications:

A bachelors degree in business accounting finance mathematics economics computer science or a related field or equivalent practical experience

1-2 years of relevant professional experience

Salesforce NetSuite BI tools or AI-enabled productivity tools preferred

Additional Requirements and Details:

Travel required up to 10% of the time

Ability to work remotely with a stable internet connection on an as-needed basis

Located and working from an office location (when required)*

Occasional lifting and/or moving up to 10 pounds

Frequent repetitive hand and arm movements required to operate a computer

Specific vision abilities required by this job include close vision (working on a computer etc.)

Frequent sitting and/or standing

Is this role not an exact fit for you Keep an eye on our Careers Page for other positions!

Vertafore is a drug free workplace and conducts preemployment drug and background screenings.

The selected candidate must be legally authorized to work in the United States.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all the job responsibilities duties skill or working addition this document does not create an employment contract implied or otherwise other than an at will relationship.

Vertafore strongly supports equal employment opportunity for all applicants regardless of race color religion sex gender identity pregnancy national origin ancestry citizenship age marital status physical disability mental disability medical condition sexual orientation genetic information or any other characteristic protected by state or federal law.

We do not accept resumes from agencies headhunters or other suppliers who have not signed a formal agreement with us.

Required Experience:

IC