Business Analyst, Franchise Growth
About the position
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 client’s 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? We’re 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. We're building something meaningful and looking for purpose-driven individuals to help lead the way. The Business Analyst, Franchise Growth at We Insure is a trusted advisor to our franchise owners—helping 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 performance, identify opportunities, and translate data into clear, actionable next steps—while partnering internally with We Insure leadership to continuously improve the franchise system. This is not a passive reporting role. Success is measured by clarity, confidence, and improved outcomes for franchise owners.
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 What’s driving profitability Where inefficiencies or missed opportunities exist
• Assist owners with: Budgeting and forecasting Unit economics and growth planning Interpreting commission structures and performance trends
• Growth & Optimization: Identify opportunities 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 Marketing spend and lead performance Sales cadence and conversion Carrier mix and market utilization
• 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 and maintain franchise 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 with various corporate teams such as Franchise Support, Finance, Marketing and Sales
• Act as a bridge between data, strategy, and execution
• Provide insights that help W e Insure 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
Requirements
• 3–5+ years experience as 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
Nice-to-haves
• 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
Benefits
• 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
Apply tot his job
Apply To this Job
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 client’s 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? We’re 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. We're building something meaningful and looking for purpose-driven individuals to help lead the way. The Business Analyst, Franchise Growth at We Insure is a trusted advisor to our franchise owners—helping 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 performance, identify opportunities, and translate data into clear, actionable next steps—while partnering internally with We Insure leadership to continuously improve the franchise system. This is not a passive reporting role. Success is measured by clarity, confidence, and improved outcomes for franchise owners.
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 What’s driving profitability Where inefficiencies or missed opportunities exist
• Assist owners with: Budgeting and forecasting Unit economics and growth planning Interpreting commission structures and performance trends
• Growth & Optimization: Identify opportunities 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 Marketing spend and lead performance Sales cadence and conversion Carrier mix and market utilization
• 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 and maintain franchise 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 with various corporate teams such as Franchise Support, Finance, Marketing and Sales
• Act as a bridge between data, strategy, and execution
• Provide insights that help W e Insure 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
Requirements
• 3–5+ years experience as 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
Nice-to-haves
• 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
Benefits
• 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
Apply tot his job
Apply To this Job