Business Analyst, Franchise Growth

We Insure

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profile Job Location:

Austin, TX - USA

profile Monthly Salary: Not Disclosed
Posted on: 2 days ago
Vacancies: 1 Vacancy

Job Summary

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

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 franchis...
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Key Skills

  • SQL
  • Agile
  • Business Analysis
  • Visio
  • Waterfall
  • Business Process Modeling
  • Requirements Gathering
  • User Acceptance Testing
  • Business requirements
  • SDLC
  • Systems Analysis
  • Data Analysis Skills