Operations Analyst (Berkshire United)

Berkshire Hathaway Homestate Companies has an immediate need for an Operations Analyst to assist our Finance team in our Omaha office. This individual will provide administrative support to the package policy operations team, including the review of broker submissions for completeness, and creates, edits, and tracks Berkshire United package submissions in the package management system. This individual provides billing and accounting support to business segments and serves and the primary liaison between brokers, underwriters, and operations staff in navigating the package policy lifecycle from initial submission to renewal.

Reports to the Director of Financial Operations.

ESSENTIAL RESPONSIBILITIES

• Provides administrative support to the package policy operations team.
• Reviews broker submissions for completeness and contacts brokers for additional information related to package submissions.
• Creates, edits, and tracks Berkshire United package submissions in the package management system.
• Reviews and analyzes package quotes.
• Uploads and mails policy documents as needed to ensure a complete presentation to the market.

• Provides billing and accounting support to business segments.
• Monitors the cask application process.
• Downloads banking information and provides necessary information to relevant teams.
• Provides documentation on the proper assignment of cash receipts to the various package policy JV affiliates.
• Receives and analyzes unapplied cash.
• Contacts payees to identify payment intent and communicates needed corrections.
• Communicates and provides supporting documentation for intercompany fund transfer based on payments received.

• Supports business units in the analysis of package policy JV results.
• Reviews and coordinates analysis across across segments, departments, and lines of business, including premium, losses, and underwriting expenses.
• Performs various financial and operational projects as assigned.
• Researches relevant methodologies and provides results of the analysis to senior staff.

• Serves as the primary liaison between brokers, underwriters, and operations staff in navigating the package policy lifecycle from initial submission to renewal.
• Receives and responds to customer inquiries regarding the submission process, package request statutes, retrieval of policy, and billing documents. Efficiently and accurately responds to questions regarding billing, cash application, payments, commission, claims, and other carrier-specific services.
• Collaborates with teams in San Francisco, Boston, Omaha, and Delhi, serving as a facilitator in driving ongoing process improvement and simplification of workflows.

• Ensures the accuracy of workflows, package statuses, and overall data integrity within JV package operations.
• Ensures the monitoring of controls and communication of any issues to management.

• Performs other related duties or special projects as assigned by company leadership or as situation dictates.
• Serves as a change agent and as a member of the BHHC Finance Team in driving ongoing process improvement in compliance and efficiency.

• Education: Bachelor's degree (B.A. or B.S.) in Business, Statistics, Finance, or Accounting from four-year college or university.
• Language Ability: Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports and professional business correspondence and procedure manuals. Ability to effectively present information and respond to questions from groups of managers. clients, customers, and the general public.
• Math Ability: Ability to add, subtract, multiply, and divide in all units of measure using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent, and to interpret bar graphs.
• Reasoning Ability: Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.
• Computer Skills: To perform this job successfully, this individual should have knowledge of Microsoft Office software and have the ability to become proficient on applicable databases, systems, and vendor software programs.

• Analytical Ability/Problem-Solving: Ability to gather and analyze information skillfully and provide solutions in complex situations. Ability to identify items requiring additional information or action and addresses and communicates appropriately. Ability to apply moderate analytical skills to synthesize information, collect and research data, and use intuition and experience to complement data. Ability to design workflows and procedures.
• Communication and Collaboration: Effective communicator with good interpersonal skills. Ability to successfully build relationships and adapt communication style in various environments. Listens and requests clarification. Responds well to questions and feedback. Demonstrates effective group presentation and facilitation skills.
• Focus on Customer Service: Provides for quality customer service. Appropriately responds and resolves varying situations/problems. Responds promptly to customer needs, requests for service and assistance. Solicits customer feedback to improve service and enhance existing procedures. Responds in a timely manner. Meets commitments.
• Dependability: Follows instructions and responds to management direction. Takes responsibility for own actions. Commits to long hours of work when necessary to reach goals. Completes tasks on time or notifies appropriate person of an alternate plan. Demonstrates accuracy, thoroughness, and adherence to processes. Applies feedback to improve performance. Monitors own work to ensure quality.

• Work From Home Program (up to 2 days per week upon eligibility)
• Office Within Walking Distance of The Old Market
• Free On-Site Fitness Facility
• Garage Parking

• Paid Time Off
• Paid Holidays
• Retirements Savings Match
• Group Health Insurance (Medical, Dental, and Vision)
• Life and AD&D Insurance
• Long Term Disability Insurance
• Accident and Critical Illness Insurance
• Flexible Savings Accounts
• Paid Community Volunteer Day
• Employee Assistance Program
• Tuition Reimbursement Program
• Employee Referral Program
• Diversity, Equity and Inclusion Program

ABOUT US

With more than 50 years in business, BHHC has grown from a regional organization to a national insurance group, offering insurance products from coast to coast. Relationships are the cornerstone of our culture, and we believe in doing the right thing. That means we invest in our business in every way possible to deliver on our mission and demonstrate that people are what powers our success. Our commitment to financial strength and integrity means our customers can rest assured that we will be there when it counts.

At BHHC we embrace diversity and foster an environment where our people can be their authentic selves. Our differences make us stronger and better together, which fosters a harmonious workplace—something we truly value. We’ve created an approachable and collaborative atmosphere. Here you’ll find a welcoming workplace where everyone can feel valued, supported, and inspired to do great work. Together, we raise the bar by being curious, remaining customer-focused, and operating with integrity.