Who We Are.
At We Insure Group we are passionate driven and purposeful in our mission to personalize protection at the right value. We believe in delivering tailored insurance solutions that meet each clients unique needs ensuring they feel confident and supported in every decision.
As both a franchise platform and direct insurance provider We Insure empowers like-minded entrepreneurs with the opportunity to own and operate successful agencies. With over 200 locations across 35 states we support our agency owners customers and carrier partners by enabling faster service greater efficiency better choices and improved results.
What sets us apart Were data-driven for better value and people led for better service. Our purpose is rooted in clarity guidance and long-term trust helping individuals and business owners make informed choices about their insurance coverage. Were building something meaningful and looking for purpose-driven individuals to help lead the way.
The Business Analyst Franchise Growth atWe Insureis a trusted advisor to our franchise ownershelping them understand their numbers make smarter decisions and grow healthy profitable agencies.
This role blends traditional business analyst responsibilities with hands-on financial coaching and growth support tailored specifically to insurance franchise businesses. You will work directly with franchisees to analyze performanceidentifyopportunities and translate data into clear actionable next stepswhile partnering internally with WeInsureleadership to continuously improve the franchise system.
This is not a passive reporting role. Success is measured byclarity confidence and improved outcomes for franchise owners.
How This Role Lives the WE Way
We Personalize Protection at the Right Value
You help franchisees understandtheirunique numbersnot generic benchmarksand guide them toward sustainable right-sized growth.
We Care Authentically
You meet owners where they are using data as a coaching toolnot a hammer.
We Hustle to Opportunity
You proactivelyidentifygrowth opportunities and help franchisees act on them.
We Thrive in Ambiguity
Youre comfortable working in a fast-growing franchise system where processes evolve and improvement is constant.
We Own Our Results
You take accountability for insights turning into action and results.
We Have Fun Along the Way
You bring positive energy to financial conversations and help remove the fear from the numbers.
We Are Just Getting Started
You help build scalable frameworks that support long-term franchise success.
Duties/Responsibilities:
Franchise Financial & Performance Support:
Partner directly with WE Insure franchise owners to:
Review financials KPIs and production metrics
Analyze P&Ls revenue mix commissions expenses and margins
Help franchisees clearly understand:
Where their revenue is coming from
Whats driving profitability
Where inefficiencies or missed opportunities exist
Assistowners with:
Budgeting and forecasting
Unit economics and growth planning
Interpreting commission structures and performance trends
Growth & Optimization:
Identifyopportunities to increase:
Written premium and policy count
Retention and lifetime customer value
Operational efficiency and scalability
Use data to support recommendations around:
Staffing and role allocation
Marketingspendand lead performance
Sales cadence and conversion
Carrier mix and marketutilization
Track performance over time and measure the impact of growth initiatives
Support franchisees through key stages:
Launch
Ramp-up
Expansion
Optimization
Business Analysis & Reporting
Develop andmaintainfranchise dashboards scorecards and reporting tools
Ensure KPI definitions and reporting are consistent and easy to understand
Analyze trends across the franchise system and surface insights for leadership
Support ad-hoc analysis for pilots experiments and strategic initiatives
Cross-Functional Collaboration
Work closely withvarious corporate teams such as Franchise Support FinanceMarketingand Sales
Act as a bridge between data strategy and execution
Provide insights that help WeInsure continuously improve franchise support and systems
Franchisee Enablement & Communication
Present insights in a clear non-intimidating and actionable way
Help franchise owners connect daily activity to long-term success
Create tools templates and simple frameworks franchisees can use independently
Support coaching conversations with data-driven insights rooted in trust and transparency
WhatWereLooking For
35years experienceas a Business Analyst Financial Analyst or similar role
Strong understanding of financial statements and unit economics
Experience working with small businesses multi-location operators or franchises
Advanced Excel / Google Sheets skills
Experience with dashboards reporting tools CRM or BI platforms
Ability to explain financial data clearly to non-financial audiences
Preferred Skills & Abilities
Experience within insurance financial services or professional services
Familiarity with agency economics commissions or retention metrics
Consulting operations or growth strategy background
Experience coaching or advising business owners
Who Thrives in This Role
Analytical but deeply people-oriented
Comfortable working directly with franchise owners
Proactive curious and growth-minded
Trusted advisor with high integrity
Enjoys turning complexity into clarity
Believes great data shouldempower not overwhelm
Work Environment:
This joboperatesin ahybridoffice environment(3 days per week).
This jobrequiresless than10%travel
Pleasenotethis job description is not designed to cover orcontaina comprehensive listing of activities dutiesor responsibilities that arerequired ofthe employee for this job. Duties responsibilities and activities may change at any time with or without notice.
Our Values. The We Way.
At We Insure Group our values shape how we work how we lead and how we grow together. Theyre more than just words they guide every interaction every decision and every customer experience.
We Way Reflects Our Commitment to.
We personalize protection at a price you can trust
We hustle to find opportunity
We care authentically
We thrive in ambiguity
We own our results
We have fun along the way
Andwere just getting started
Our Total Rewards.
Medical Dental Vision Life Pet; Flexible Spending Account
Competitive Salaries
401K Match
Work-Life Balance: Personal Days PTO Days 12 Paid Holidays Two Paid Days for Volunteer Service Paid Parental Leave
Short and Long-Term Disability
Employee Support Programs Including Mental Health
Tuition Reimbursement
Matching Charitable Gift Program
Lucrative Referral Program
This position is not able to be performed in California Colorado New York or Washington.
EEO
We Insure Group is an equal opportunity employer that does not discriminate on the basis of race color religion sex (including pregnancy sexual orientation and gender identity) national origin age disability veteran status marital status or any other protected characteristic. Our hiring practices ensure that all qualified applicants receive fair consideration without regard to these characteristics.
Disability
We Insure Group is committed to creating an inclusive and accessible workplace for all candidates including those with disabilities. We are dedicated to ensuring equal employment opportunities and providing reasonable accommodations to qualified individuals with disabilities. If you require reasonable accommodations to participate in the application or interview process please contact our HR department at We will work with you to provide the necessary accommodations to ensure your full participation in our hiring process.
Note to applicant: It is unlawful in Massachusetts and Maryland to require or administer a lie detector test as a condition of employment or continued employment. Please know that our company does not use lie detector tests in our hiring process.
Required Experience:
IC