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Performance Analyst
Performance AnalystElite Insurance Partners • Tampa, FL, US
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Performance Analyst

Performance Analyst

Elite Insurance Partners • Tampa, FL, US
[job_card.30_days_ago]
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  • [job_card.full_time]
[job_card.job_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

  • 24+ years in a performance, business, data, or operations analyst role
  • Strong experience with Power BI, Salesforce, Excel, SQL, and BI tools
  • Proven use of AI tools (ChatGPT, Copilot, Python GPT libraries, etc.) to automate analysis or generate insights
  • Comfortable working with large, messy datasets and turning them into clear, actionable recommendations
  • Deep understanding of KPIs, business performance metrics, and process optimization
  • Excellent communication skills, you can explain analytics to non-analytical stakeholders
  • Bonus Points For

  • Experience in insurance, call centers, marketing agencies, or high-growth environments
  • Contributing to or maintaining a data dictionary or KPI glossary
  • Owning a monthly / quarterly business review (MBR / QBR) process
  • Migrating reporting from spreadsheets to BI platforms
  • Python or R skills for deeper statistical analysis
  • 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 :

  • Competitive salary range of $80K - $100K, based on experience
  • 401(k) with company match up to 3.5% after one year
  • Generous PTO
  • Onsite amenities including :
  • Fully equipped gym (paid for)
  • Starbucks coffee station
  • Massage chair relaxation room
  • Cafeteria with professional cooks
  • Covered walking trail for breaks and fresh air
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