Client Operations Analyst

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Agentero

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2017

☁️ SaaS

💳 Fintech

Insurance • SaaS • Fintech

Agentero is an innovative platform that modernizes the insurance agency experience by providing independent agents with easy access to national and regional carriers through a single portal. By streamlining the process, agents can manage their appointments and commissions efficiently without the burden of complicated requirements or upfront costs. Agentero empowers agency owners with technology that enhances their ability to quote, bind, and grow their business effortlessly.

📋 Description

• You'll own the execution side of our client operations: running data imports, generating recurring reports, supporting day-to-day client requests, and keeping producer records clean and accurate across our platform • Execute producer, agency, and appointment data imports into Producerflow • Generate and deliver recurring client reports (daily, weekly, monthly) • Respond to client requests in Slack and HubSpot using established playbooks • File bug reports in Linear with clear reproduction steps • Support data migrations, UAT testing, and one-off data corrections • Keep internal playbooks and SOPs up to date as processes evolve

🎯 Requirements

• 2–4 years of experience in Operations, Client support, Data analysis, or a similar analytical/ops role • US overlap hours availability (non-negotiable): Given our US-based clients, this role requires working hours of 1:00 PM – 10:00 PM CET, Monday to Friday • Highly self-directed and proactive (non-negotiable): You don't wait to be told what to do • Thrives in a fast-paced environment: Priorities shift, scope changes, and you'll regularly pick up tasks outside your core role • Technical background: Degree in Engineering, Computer Science, Mathematics, Data Science, or a similar technical field • Bilingual English + Spanish: Fluent in both written and spoken • SQL fluency: Comfortable writing SELECT queries with JOINs, filters, and aggregations against production data • Data analysis skills: Strong in spreadsheets (pivot tables, lookups, basic modeling)

🏖️ Benefits

• Remote-first setup in Spain • Real ownership and direct impact on client outcomes from day one • Heavy investment in AI tooling: You'll work alongside Claude and similar tools as core parts of your daily workflow • Clear growth path into senior operations, client-facing, or technical roles on the Producerflow team