Job Title: Operations Analyst
Department: Field Operations
Reports To: Operations Manager
FLSA Status: Exempt
Job Code: FO12OPAE
Works with the Microsoft Dynamics Project Owner to help rollout and support the various Microsoft Dynamics environments within AssuredPartners.
Essential Duties and Responsibilities include the following. Other duties may be assigned
Education and/or Experience
Bachelor's degree (B. A.) from four-year College or university; and two to four years of related experience and/or training in IT systems technology; or equivalent combination of education and experience. Insurance or financial services industry experience is a plus. Experience in a fast-paced sales environment also a plus.
To perform this job successfully, an individual should have a strong knowledge and prior experience working with CRM systems (Dynamics 365 is preferred). Advanced level skills in Excel, PowerPoint and Word is highly desired. Working knowledge of SQL reporting and Microsoft Visual Studio is a plus.
Travel Requirements: Travel will be required to branch locations for initial Integration and training. Travel could be up to 50% with this position.
Certificates, Licenses, Registrations
Valid driver's license.