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Business Operations Analyst

The American Equity Underwriters

Position Summary The Business Operations Analyst plays a key role within the Business Operations Department, a collaborative administrative support group dedicated to delivering high-level support across multiple departments to ensure seamless organizational operations. The ideal candidate will be detail-oriented, highly organized, and technologically proficient, with strong communication and collaboration skills. They should excel at managing diverse responsibilities and transitioning efficiently between tasks and projects. This position is in-office and reports directly to the Business Operations Manager. Key Areas of Responsibility Primary Responsibilities Deliver high-level operational, analytical, and administrative support to one or more Managing Directors (MDs) to ensure efficient workflow and execution of priorities. Facilitate the planning and execution of logistics for team meetings and presentations. Prepare and distribute polished materials, including agendas and presentations for claims reviews, prospect meetings, and onboarding meetings. Navigate Company systems to extract meaningful data for MD analysis that drives strategic decision‑making. Coordinate the account strategy with the internal Account Team. Responsibilities include maintaining an organized and accurate tracking of accounts. Draft and distribute internal or external communications on behalf of MDs. Manage and prioritize a high volume of requests and projects to support the strategic objectives of the MD(s). Recommend enhancements for operational efficiency. Oversee complex calendar management, including coordinating logistics for team meetings, scheduling recurring check-ins, and coordinating calendars of various stakeholders to organize meetings. Assist the Managing Directors and other Account Team members with coordination of external events such as sponsorship events, outings with customers, or contracted events when applicable. Assist with coordinating travel arrangements, including booking airfare, accommodations, ground transportation, and dining reservations. Accurately reconcile and process expense reports on a bi‑weekly basis, maintaining adherence to organizational policies and timelines. Provide backup support to other Business Operations team members in their absence to ensure continuity of operations. Required Competencies Attention to detail and organization. Must be comfortable working on projects that require an extremely high level of organization, accuracy, and attention to detail. Exemplary time management skills are critical for this role. Technologically savvy. Must be experienced in and comfortable using technology for organizational and collaboration purposes, as well as to execute core functions of the position (e.g., data collection/maintenance). Experience with Excel and PowerPoint for reporting and presentation purposes is required. Adaptability to Systems. Comfortable quickly learning and adapting to new enterprise tools or proprietary systems. Strong communication skills. Must be comfortable communicating with, and requesting information from, individuals as directed. This may include senior leaders both at AEU and our customers' organizations, as well as vendors or other service providers. Strong interpersonal skills. Must be comfortable working on dynamic and diverse teams and appreciate working in a collaborative environment. Must be comfortable taking directions from numerous sources. Problem solving skills. Must be able to analyze complex situations, identify practical solutions, and communicate them clearly and confidently. Time management skills. Demonstrate the ability to prioritize tasks, manage deadlines, adapt to changes, and ensure the timely completion of projects. Sense of accountability and pride. Must be willing to accept accountability for deadlines and responsibilities. Must exhibit a strong personal pride in the quality, accuracy, and appearance of work products. Comfortable operating under pressure. Must be capable of, and comfortable with, occasionally managing tight timeframes, learning new information quickly, and juggling priorities. Must be able to adapt to shifting priorities with ease and professionalism. Focused on continuous improvement. Recommends process improvements as opportunities arise. Confidentiality & Ethical Judgment. Maintains a high level of professionalism in handling confidential and sensitive information with discretion and professionalism. Minimum Qualifications Experience in operations or administrative support in a corporate environment; operational and administrative support in an executive or high-level sales capacity a huge plus. Associate or bachelor's degree preferred; will consider equivalent combination of education, training, and experience. Proven proficiency with the following software is a must: Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, and Microsoft Co-Pilot. This position may require occasional travel, sometimes overnight. Candidates must reside in or around the Mobile, Alabama metro area: Relocation expenses may be reimbursed. #J-18808-Ljbffr

Vacancy posted 9 hours ago
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