Shared Services Operations Analyst

Operations Analyst

Graham Company, a division of Marsh McLennan Agency, is an insurance brokerage and consulting firm committed to creating a healthy, safe, and prosperous tomorrow.

The Operations Analyst supports business operations through the analysis, validation, reconciliation, and reporting of data within the EPIC system and across related data sources. This role helps ensure data accuracy, supports operational decision-making, identifies trends and process improvement opportunities, and delivers meaningful reporting and insights to business stakeholders.

Essential Duties and Responsibilities include, but are not limited, to the following:

• Analyze data to identify trends, variances, inconsistencies, and opportunities for operational and financial process improvement.
• Prepare, maintain, and distribute recurring and ad hoc reports to support business operations, leadership reporting, direct bill and agency bill accounting activity, and decision-making.
• Perform data validation, reconciliation, and quality control activities to ensure the accuracy, completeness, and integrity of EPIC data and alignment with carrier records, commission statements, finance data, and other related source systems.
• Reconcile direct bill and agency bill carrier statements, commissions, premiums, fees, taxes, and related balances against EPIC, finance records, and supporting documentation.
• Review direct bill and agency bill transactions, including new business, renewals, endorsements, cancellations, and other policy activity, to ensure accurate recording and reporting.
• Investigate and resolve discrepancies involving direct bill and agency bill activity, including differences between carrier statements, client records, policy transactions, commissions, and accounting data.
• Monitor outstanding direct bill and agency bill items and assist with identifying aging balances, unreconciled activity, or exceptions requiring follow-up and resolution.
• Partner with finance, service teams, carriers, and other internal stakeholders to gather information, resolve reconciliation issues, and support accurate direct bill and agency bill processing and reporting.
• Support accounting and operational close activities by preparing reconciliations, maintaining supporting schedules, and assisting with audit or documentation requests related to direct bill and agency bill activity.
• Monitor key operational and financial metrics and develop reporting that supports performance measurement, accountability, and visibility into direct bill and agency bill results.
• Support data governance efforts by assisting with standardization, documentation, and adherence to established data management and reconciliation practices.
• Assist with operational initiatives, system enhancements, workflow changes, and other projects involving EPIC data, direct bill and agency bill accounting processes, and reporting.
• Maintain documentation related to report logic, reconciliation procedures, data definitions, processes, and standard operating procedures.
• Communicate findings, issues, insights, and recommendations clearly and effectively to stakeholders across functions.
• Handle sensitive and confidential business and financial information in accordance with company policies and applicable requirements.
• Perform other duties and responsibilities as assigned.

Required Education and Experience

• Bachelor's degree in Accounting, Business Administration, Finance, Operations, Information Systems, Data Analytics, or a related field preferred.
• Equivalent combination of education and relevant experience may be considered.
• Minimum of 2 years of experience in insurance operations, reporting, business analysis, data analysis, or a related field required.
• Experience working with EPIC strongly preferred.
• Experience with direct bill and agency bill processes, carrier statement reconciliation, commission accounting, and/or agency accounting preferred.
• Experience supporting operational reporting, data integrity, reconciliations, and business process improvement preferred.

Knowledge, Skills, and Abilities

• Strong analytical and problem-solving skills with the ability to interpret, organize, and reconcile complex operational and financial data.
• Proficiency with Microsoft Office Suite, with a heavy focus on Microsoft Excel, including formulas, pivot tables, lookups, and reconciliation activities.
• Ability to validate and reconcile data between EPIC, carrier systems, commission statements, finance data, and other operational sources is strongly preferred.
• Working knowledge of direct bill and agency bill processes, including carrier billing, commissions, premium activity, fees, taxes, endorsements, and cancellations, is preferred.
• Understanding of insurance accounting principles and reconciliation controls is preferred.
• Strong attention to detail, accuracy, and follow-through, with the ability to manage multiple priorities and meet deadlines.
• Ability to work independently and collaboratively across teams to resolve issues and improve processes.
• Professional demeanor.
• Regular and predictable attendance in accordance with company policy
• Integrity: Follows through on commitments while upholding quality and ethical standards.
• Accountability: Takes ownership, seeks and applies feedback, and makes thoughtful, reliable decisions.
• Innovation: Challenges the status quo, embraces change, and leverages shared workflows.
• Collaboration: Works effectively across teams, builds relationships, shares learnings, and leads with curiosity.
• Passion: Approaches work with discipline, enthusiasm, and willingness to embrace and overcome challenges.

Physical Demands and Work Environment

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is:

• Frequently required to sit; speak or hear; use hands to finger, handle, feel objects, and reach with hands and arms;
• Occasionally required to stand and walk;
• Extensive use of computer and keyboard and viewing of computer screen is required;
• Specific vision abilities required by this job include vision, and ability to adjust focus.

Other working conditions are normal for an office environment.

Work Location

Work is typically performed in a hybrid manner, minimum 2 days per week, at Marsh's Philadelphia, Pennsylvania office.

The applicable base salary range for this role is $55,000 to $65,000.

The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance pros. Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting View email address on click.appcast.io.