Operations Analyst- FO

Job ID
# of Openings
Office Location
4505 Falls of Neuse Rd
Location : Location


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

  • Work with newly acquired agencies to roll them onto our various Microsoft Dynamics (D365) environments.
  • Conduct both in-person and web-based trainings for Dynamics users on all aspects of our customized version of D365 for Sales.
  • Work with sales producers to populate CRM with their existing lead/prospect lists.
  • Work with regional and local sales leaders to gauge adoption of D365 in their offices and regions, while also arming them with the ability to be stewards of the system to the producers in their area.
  • Where applicable, coordinate the migration of an acquired agency’s existing CRM data to our D365 environments. Source products will include, but are not limited to: Salesforce, HubSpot, Prophet, Act, Oracle, etc.
  • Be a conduit between the AssuredPartners D365 team and regional/local leadership regarding the needs of their sales producers in relation to D365.
  • Work collaboratively with team members to troubleshoot and resolve D365 issues.
  • Identify continuous improvement opportunities for assigned systems and processes.  
  • Ability to think on the fly and know best business practices or able to keep a meeting moving and research unanswered questions later.
  • Must be able to identify with the sales mindset and understand the hurdles a sales producer faces as they try to validate.


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.


Computer Skills                                              

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.


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