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Senior Insurance Product Analyst

LPL Financial

Fort Mill/Charlotte | San Diego, US$81k – $135konsite

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About this role

Where Ambition Meets Innovation

Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.

Job Overview: The Senior Insurance Product Analyst plays a critical role in optimizing the firm’s insurance platform by driving data-driven insights, enhancing partner performance, and improving operational efficiency across Broker General Agencies (BGAs) and carrier relationships. This individual serves as a key liaison between internal stakeholders, BGAs, carriers, and technology partners—ensuring a seamless, scalable, and high-performing insurance ecosystem that supports advisor adoption and client outcomes. The role blends analytics, operations, and technology enablement, with a strong focus on improving advisor experience, increasing placement rates, and expanding platform capabilities.

Responsibilities: 1. Partner Performance & Governance • Manage and monitor service level agreements (SLAs) and performance expectations across BGAs and insurance carriers

• Evaluate partner performance using KPIs such as turnaround times, placement ratios, case cycle time, and service quality

• Develop and maintain partner scorecards and provide regular performance reporting to leadership

• Identify trends and recommend actions to enhance service delivery and advisor satisfaction

• Act as an escalation point to resolve service issues and ensure timely issue resolution

2. Data Analytics & Reporting • Track and analyze pipeline metrics, conversion rates, placement, and revenue performance across the insurance business

• Build and maintain dashboards and reporting tools to provide transparency into business performance

• Deliver actionable insights to support distribution strategy, advisor engagement, and product utilization

• Support leadership with forecasting and trend analysis

3. Technology & Platform Enablement • Serve as a liaison with BGA and carrier technology teams to support integrations and system enhancements

• Enable and promote adoption of digital application tools, e-submission, and straight-through processing capabilities

• Support data integration initiatives between internal systems and external partners

• Participate in testing, rollout, and optimization of insurance technology solutions

• Identify opportunities to improve the end-to-end digital experience for advisors

4. Operations & Process Optimization • Coordinate and resolve commission-related issues, including supporting expanded utilization of DTCC and automated reconciliation processes

• Identify operational inefficiencies and implement process improvements to increase speed, accuracy, and scalability

• Partner with internal operations and supervision teams to improve workflow coordination and case throughput

• Monitor key operational metrics and drive initiatives to improve placement rates and cycle times

5. Marketing, Events & Content Oversight • Coordinate event and meeting planning with BGAs and carriers, including advisor events and joint initiatives

• Partner with internal compliance and marketing teams to review and approve BGA and carrier sales materials

• Ensure all materials meet firm standards, regulatory requirements, and brand guidelines

• Support execution of joint marketing campaigns and advisor engagement efforts

6. Cross-Functional Collaboration • Collaborate with stakeholders across insurance, distribution, compliance, technology, and operations teams

• Provide insights and support to enhance advisor enablement and sales effectiveness

• Ensure alignment between platform capabilities and advisor needs

• Support internal stakeholders with analysis, reporting, and strategic recommendations

7. Strategic Initiatives & Platform Expansion • Assist in initiatives to enhance and expand the firm’s insurance offerings and platform capabilities

• Evaluate new tools, partners, and solutions to improve performance and scalability

• Contribute to building a modern, data-driven insurance operating model

• Support special projects aligned with growth, innovation, and advisor experience improvement

What are we looking for? We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness , act with integrity , and are driven to help our clients succeed . We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Requirements: • Bachelor’s degree in Finance, Business, Economics, Data Analytics, or related field

• 5–8 years of experience in insurance, wealth management, broker-dealer operations, or financial services

• 5-8 years of experience working with data analytics, reporting tools, and CRM systems

Core Competencies: • Strong understanding of life insurance, annuities, and distribution through

• Familiarity with insurance operations, underwriting lifecycle, and commission processes (DTCC experience a plus)

• Analytical mindset with the ability to interpret data, solve complex problems, and translate findings into actionable business recommendations

• Strong project management, organizational, and execution skills with a focus on process improvement and attention to detail

• Technically proficient with data tools, reporting platforms, and digital workflows

Preferences: • Experience working with Broker General Agencies (BGAs), insurance carriers, or insurance distribution platforms within the financial services industry.

• Advanced proficiency with data visualization and reporting tools such as Power BI, Tableau, or similar business intelligence platforms.

• Experience supporting technology implementations, system integrations, or digital work

Salary insight

The midpoint of this range ($108k) is about 25% below the median disclosed salary for San Diego roles listed on ForgeApply ($143k across 445 jobs).

Based on live postings with disclosed pay on ForgeApply; refreshed daily. Not an estimate of this employer's offer.

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