Business Analyst
Company Overview Agent Boost Marketing is a national insurance marketing organization licensed in all 50 states that facilitates agents and agencies selling health, Medicare and life insurance products. We are contracted and affiliated with over 90 insurers and have thousands of agents nationwide. Our organization also assists beneficiaries compare and enroll in Medicare products, Health Insurance, Life Insurance, and other financial products through our direct-to-consumer brands Medicare Advocates and Health Plan Advocates. We are an industry leader in technology, training, support, sales and compliant practices. Our headquarters are located in Lehi, UT and have an additional office location in Tampa, FL. If you are seeking a role in insurance sales with a positive team culture, we're it! About the Role We are seeking a curious, detail-oriented Business Analyst or Technical Support Associate to join our team. This is a role ideal for someone who enjoys troubleshooting, asking thoughtful questions, and learning how business systems and technology work together. In this position, you will serve as the first line of support for inbound questions received through our support email, assisting agents with issues related to our CRM platform (GoHighLevel / GHL), website, and sales platform. Over time, you will also gain exposure to the analytical and technical aspects of our systems, including dashboarding and large datasets. This role is designed as a growth opportunity, with clear paths into CRM operations, analytics, or more technical platform/software roles. All platform- and support-specific knowledge will be learned on the job. Success in this role is driven by curiosity, strong problem-solving skills, and attention to detail. This position offers a growth opportunity to contribute to a leading organization that values innovation and recognizes performance. Responsibilities Support project management activities ensuring timely delivery of initiatives. Develop detailed documentation using Visio or similar tools. Facilitate communication between technical teams and business units. Contribute to the enhancement of reporting dashboards for better decision-making Monitor and respond to inbound support emails from agents Troubleshoot and resolve issues related to GoHighLevel (GHL) CRM workflows, automations, and data Website behavior and integrations Sales and lead management platforms Clearly document issues, root causes, and resolutions Identify recurring issues and suggest process or system improvements Escalate complex or system-level issues to technical or product teams as needed Communicate clearly and professionally with internal users Assist in analyzing system behavior, performance, and data accuracy Support dashboarding and monitoring efforts using Grafana and Power BI Work with large commission and financial datasets, where accuracy and attention to detail are paramount Help validate data, investigate discrepancies, and ensure reporting integrity Collaborate with technical team members to understand platform workflows and system architecture Learn and gradually contribute to tools and technologies such as: Monitoring and visualization tools Grafana, Power BI, Cloud environments AWS, Databases and querying SQL / PostgreSQL, Serverless and automation tools AWS Lambda, Workflow automation platforms n8n or similar tools, Internal tools and scripts Node.js, Python Qualifications Experience as a Business Analyst or similar role within the insurance or financial services industry. Knowledge of database design, ETL processes, and data analysis techniques. Ability to manage multiple projects simultaneously. Strong curiosity and a natural problem-solving mindset Excellent attention to detail, especially when working with data Ability to think logically and methodically when troubleshooting issues Familiarity with Grafana and/or Power BI, Node.js, Python Comfort working with technical systems, data, or software platforms Clear written communication skills Willingness to learn new tools, systems, and technologies Experience with GoHighLevel (GHL) CRM Prior exposure to CRM platforms, SaaS tools, or technical support roles Experience with or knowledge of SQL, particularly PostgreSQL Familiarity with AWS services, including AWS Lambda Experience working with n8n or similar workflow automation tools Educational background in business analysis, IT, computer science, or a related field Ideal Candidate This position is in-office initially. After twelve months of successful performance, you will have the option to transition to a hybrid work arrangement, working both in-office and from home. We want players, no NPCs. Someone that wants to do meaningful work and contribute, and feel validated in their daily work. We're not looking for someone to hide among a team. Pay: $60,000.00 - $65,000.00 per year Benefits: 401(k) 401(k) matching Dental insurance Disability insurance Flexible schedule Flexible spending account Health insurance Health savings account Life insurance Paid holidays Paid sick time Paid time off Retirement plan Vision insurance Work Location: In person