Propel, Inc

Senior Brokerage Operations Associate

Propel, Inc

full-time

Posted on:

Location Type: Remote

Location: CaliforniaColoradoUnited States

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Salary

💰 $100,000 - $120,000 per year

Job Level

Tech Stack

About the role

  • Build and own internal-facing tools that automate core backoffice and post-enrollment workflows
  • Identify high-impact opportunities to reduce manual effort, improve accuracy, and increase operational efficiency
  • Partner with Product and Engineering to scope, ship, and iterate quickly on automation
  • Support and increasingly own key operational partner relationships, including FMOs
  • Manage carrier contracting and onboarding to enable GTM and state expansion
  • Build, maintain, and refine Intercom workflows and macros to support advisors effectively at scale
  • Use tools like Amplitude, Metabase, SQL, and spreadsheets to understand and improve Propel’s funnel
  • Partner with Product, Engineering, and Data to translate insights into execution and prioritization
  • Develop strong intuition for operational metrics and business performance
  • Partner with the CCO and our compliance consultant on annual compliance filings
  • Support compliance incident response and enrollment QA, automating processes where possible
  • Ensure compliance processes scale cleanly as the business grows
  • Contribute to the operations roadmap and annual planning processes
  • Support goal-setting, benchmarking, and company-wide communications
  • Develop as a trusted IC voice in planning and prioritization discussions

Requirements

  • 3+ years of experience in a startup, management consultancy, or similarly fast-moving environment
  • Background in operations, analytics, or product preferred
  • Experience supporting a consumer-facing product is a plus
  • Strong bias toward action and iteration; comfort building imperfect systems and improving them over time
  • Excellent attention to detail and organizational skills, with the ability to manage multiple workstreams simultaneously
  • Comfort working with external partners across parallel initiatives
  • Strong SQL and Excel/Google Sheets experience
  • Familiarity with analytics tools such as Amplitude and Metabase
  • Clear, concise written and verbal communication skills
  • Experience in insurtech, Medicaid/Medicare, insurance brokerages, or adjacent regulated spaces is a big plus
Benefits
  • Meaningful work and a strong shared sense of mission
  • Remote-friendly work environment with a dog-friendly office in Downtown Brooklyn. The team meets in-person for optional retreats a few times per year.
  • 20 Days of PTO
  • 4% 401K match
  • $10k lifetime spend towards Carrot Fertility
  • Excellent Medical, Dental and Vision options
  • Other health and mental health focused benefits and perks
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
SQLExcelGoogle Sheetsanalyticsautomationoperational metricscompliancedata analysisworkflow managementprocess improvement
Soft Skills
attention to detailorganizational skillscommunication skillsbias toward actioniterationrelationship managementproblem-solvingmulti-taskingtrustworthinessplanning