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Senior Brokerage Operations Associate at Propel | Brooklyn or US Remote

PropelBrooklyn or US Remote
Remote Full-time

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Experience Level

Mid to Senior

Qualifications

QualificationsProven experience in operations, analytics, or a related field. Strong problem-solving skills with a focus on automation and efficiency. Proficiency in data analysis tools such as SQL, Amplitude, or Metabase. Exceptional communication skills and experience working cross-functionally. Ability to thrive in a fast-paced, dynamic environment.

About the job

About Propel

At Propel, we strive to empower low-income Americans by streamlining their access to government benefits through innovative technology. Our dedicated team of 100 "Propellers" is committed to supporting our users in navigating financial challenges each month.

Position Overview

As a key player in our organization, you will contribute to Willoughby, our licensed digital Medicare brokerage, focusing on app-based solutions for dual Medicare-Medicaid users.

We are in search of a Senior Associate who will help us establish and enhance the operational backbone of our business. This role is an individual contributor position that entails significant cross-department collaboration, emphasizing automation, operations, analytics, and partner execution.

You will closely collaborate with teams in Product, Engineering, Data, Compliance, and Go-To-Market (GTM) to minimize manual tasks, enhance reliability, and facilitate Propel's expansion into new markets and partnerships.

Your Responsibilities

Back Office Automation

  • Develop and manage internal tools that automate essential back-office and post-enrollment processes.
  • Identify key opportunities to minimize manual tasks, enhance accuracy, and boost operational efficiency.
  • Collaborate with Product and Engineering to effectively scope, deliver, and iterate automation solutions.

Operations & Partnerships

  • Support and progressively take ownership of vital operational partner relationships, including Field Marketing Organizations (FMOs).
  • Oversee carrier contracting and onboarding to facilitate GTM and state expansion.
  • Create, maintain, and enhance Intercom workflows and macros to effectively support advisors at scale.

Data & Analytics

  • Utilize tools such as Amplitude, Metabase, SQL, and spreadsheets to analyze and enhance Propel’s user funnel.
  • Partner with Product, Engineering, and Data teams to convert insights into actionable strategies and priority setting.
  • Develop a strong understanding of operational metrics and overall business performance.

Compliance

  • Work alongside the Chief Compliance Officer and our compliance consultant on annual filing requirements.
  • Assist in compliance incident responses and enrollment quality assurance, automating processes wherever feasible.
  • Ensure compliance processes can scale efficiently as the business grows.

Strategy & Planning

  • Contribute to the operational roadmap and strategic initiatives...

About Propel

Propel is dedicated to transforming the way low-income Americans access essential government benefits. By leveraging state-of-the-art technology, we aim to make the process seamless and efficient. Join our passionate team of Propellers who are committed to making a real difference in the lives of our users.

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