Business Analyst
Business Analyst
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Job Description
At Portfolio we pride ourselves on our responsive innovative efficient and sincere service standards (R.I.S.E).
** LOCAL APPLICANTS WILL BE CONSIDERED FOR INTERVIEW**
We are seeking dedicated professionals who are passionate about making a difference in the claims process.
In addition to offering a hybrid work schedule Portfolio offers a comprehensive benefits package:
- Paid Company Holidays
- Paid Time Off including Flex Time (40 Hours of additional Paid Time Off) and Volunteer Time.
- Health/Dental Visions Insurance
- Life Insurance & Short-Term Disability
- Tuition Reimbursement
- Referral Bonus
- 401(k)
- Monthly Associate Breakfasts
- Reputation Management Program Monetary Prizes for Positive Online Reviews
- Hybrid/Flexible work schedule
- Additional associate perks
If youre ready to be part of a dynamic team that values integrity and excellence apply today and help us redefine the claims experience! Join Our Team at Portfolio!
Local applicants will be considered as this role does require on-site work for a period of time before working a hybrid schedule.
- Back-End Technical Business Analyst project ticketing experience focused on Claims Contact Center Initiatives is a PLUS!
- Jira Confluence SharePoint Workflow Automation Platforms or Reporting Dashboards are a PLUS!
- Agile methodology exposure Agile certification (e.g. Scrum Master SAFe) is a PLUS!
Compensation:
- $75K - $89K Annually Commensurate with Experience. Comprehensive Benefits!
Work schedule:
- Schedule: Monday-Friday 9:00 am - 6:00 pm PST.
- Hybrid Schedule: This position requires initial in-office work at our Lake Forest CA office for a period of time before working a hybrid schedule.
Job Summary & Objective:
The Business Analyst (Business Optimization Specialist) plays a strategic and adaptive role within the business unit bridging the gap between operational leadership and the technology function and accelerating value across the organization. This role is responsible for identifying process gaps advocating for business needs and supporting the delivery and optimization of technical solutions that enhance efficiency automation and decision addition to cross-functional collaboration to support shared objectives and accelerate value across the organization the Business Optimization Specialist may maintain oversight of certain AI-powered or logic-driven toolssuch as the rules engine and trust score modeldepending on business needs.
While not part of the IT department this position requires strong technical fluency agile project coordination skills and a deep understanding of business workflows and transformation strategy.
* Leverage Agile methodologies to drive project execution and continuous improvement; Agile certification (e.g. Scrum Master SAFe) preferred.
* Experience with Jira or Confluence is a plus!
* 2 years of experience in a business operations or support role with exposure to systems and process improvement.
Essential Functions:
- Represent the business unit in cross-functional discussions with technology data and vendor teams to ensure departmental needs are understood and prioritized.
- Collaborate on the design testing and deployment of system enhancements process automations or new platformsespecially those impacting customer experience and operational output.
- Maintain or oversee AI-supported systems or decision engines (e.g. rules engine trust score model) by supporting business-side calibration integrity and alignment with evolving objectives.
- Identify workflow inefficiencies and recommend data-driven technology-enabled improvements to reduce manual work and improve accuracy.
- Lead or participate in business-side activities related to change management including communication readiness stakeholder engagement and user training.
- Serve as a key resource for troubleshooting functional support and informal coaching of end users across the business.
- Coordinate user acceptance testing (UAT) documentation and validation activities in support of technology rollouts.
- Support vendor management efforts by evaluating new solutions coordinating integrations tracking performance and communicating business needs.
- Partner with business leaders to interpret data build reporting mechanisms and perform ongoing analysis to guide performance compliance or growth objectives.
- Document and track system or tool-related business requirements feature requests and issue resolutions across internal and external teams.
Education and Qualification Requirements:
- Bachelors degree or equivalent work experience.
- Leverage Agile methodologies to drive project execution and continuous improvement; Agile certification (e.g. Scrum Master SAFe) preferred.
- 2 years of experience in a business operations or support role with exposure to systems and process improvement.
- Strong understanding of departmental workflows and how they intersect with digital tools.
- Comfortable using business software platforms and collaborating with IT or technical teams.
Required Knowledge Skills and Abilities:
- Detail-oriented organized and able to manage multiple projects or initiatives simultaneously.
- Effective communicator with the ability to translate business needs into functional requirements.
- Reliable and punctual.
- Keeps a positive attitude and remains cool under stress.
- Plan organize prioritize and complete projects and assignments in a timely manner.
- Displays pride in work.
- Active listener with ability to adapt/respond to various types of personalities.
- Receptive to coaching and development.
- Interact effectively with associates management and internal and external customers.
- Superior communication skills both written and verbal.
- Demonstrate that you can solve customer problems using creative and effective techniques.
- Maintain confidentiality of sensitive company information and use judgment and tact in applying policies solving problems and communicating standards.
- Operate computer hardware and software including Microsoft Office Suite and specialized software applications.
- Ability to type at least 40 wpm Strong 10-key.
- Strong mathematical aptitude.
- Operate a calculator and related office equipment.
- Proven ability to multitask and handle interruptions.
- Ability to work flexible hours.
Preferred Requirements:
- Knowledge and experience within the automotive insurance or auto financing industry.
- Knowledge and experience with automotive claims.
- Knowledge and experience with contact center operations.
- Experience supporting system rollouts enhancements or integrations.
- Familiarity with tools like Jira Confluence SharePoint workflow automation platforms or reporting dashboards.
- Background in training or user support for business systems.
Work Environment and Physical Requirements:
- Normal office environment.
- Ability to frequently sit for long periods of time.
- Ability to occasionally walk stand and reach with hands and arms stoop kneel or crouch.
- Ability to constantly hear and talk both in person and by phone.
- Ability to grasp objects such as a telephone or a computer mouse finger dexterity to use a keyboard calculator and standard office equipment.
- Ability to spend extended hours in front of a computer screen and use close vision distant vision depth perception and adjust focus.
- Ability to lift at least 20 pounds.
Required Experience:
IC
Employment Type
Full-Time
