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Fixed income analyst • tampa fl
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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
Bonus Points For
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 :