Portfolio Analyst

Overview

The Lead Analyst supports clients in the portfolio from implementation through ongoing operations, ensuring operational excellence across client-specific processes, monitoring service performance metrics, and mentoring Analysts within the portfolio.

What you'll do

• Author client-specific Standard Operating Procedures (SOPs) for clients in your portfolio.
• Perform Analyst activities (e.g., HRIS, carrier files, premium remittance, open enrollment, dual-year processing, etc.) for your own book of business.
• Oversee Analyst activities, ensuring SOPs exist and are being followed, for all clients in the portfolio.
• Create and execute test plans for new client implementations, open enrollment changes and product upgrades.
• Monitor portfolio performance metrics (NPS, SLA adherence, E&O trends) and propose improvement strategies.
• Act as escalation point for complex participant or client issues.
• Mentor and coach Analysts within the portfolio, fostering skill development and performance.
• Provide guidance on best practices and operational standards.
• Analyze operational trends and recommend enhancements to improve efficiency and client satisfaction.
• Partner with Coordinators and Client Managers on special projects and audits.

What you'll need

• Bachelor's degree in Business Administration or related field.
• 4+ years of experience in Health & Benefits administration or similar environment.
• Strong knowledge of benefits regulations (FMLA, HIPAA, COBRA, ACA/ERISA/IRS).
• Proficiency with Benefits Administration systems and tools.
• Skills in data analytics, SLA management, and root cause analysis.
• Excellent communication and stakeholder management abilities.
• Key skills: Quality Audit, Technical Writing, Data Lifecycle.
• Domain knowledge: Benefits Administration, Carrier Connectivity & EDI Standards, Health and Benefits Plans, Open Enrollment Lifecycle & Communications.
• Managerial and leadership skills: Delivery Ownership, Process Improvement.
• Workplace behavioral skills: Learning Agility, Clear & Concise Communication, Collaboration and Teamwork, Everyday Improvements.

Details

• Location: Gurugram, India.
• Department: US Ops.
• Not a People Manager role.