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Senior Insurance Product Analyst at LPL Financial - ApplyBlast

Senior Insurance Product Analyst

LPL Financial

4 months ago

3.5 on Glassdoor

Fort Mill, South Carolina

Onsite

Full Time

Senior

0 applicants

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About this role

The Senior Insurance Product Analyst at LPL Financial optimizes the firm's insurance platform by driving data-driven insights, enhancing partner performance, and improving operational efficiency across Broker General Agencies and carrier relationships. This role serves as a key liaison between internal stakeholders, technology partners, and external entities to ensure a scalable ecosystem that supports advisor adoption and client outcomes. The position blends analytics, operations, and technology enablement to increase placement rates and expand platform capabilities.

Responsibilities

Manage and monitor service level agreements across BGAs and insurance carriers
Build and maintain dashboards to provide transparency into business performance
Serve as a liaison with technology teams to support integrations and system enhancements
Identify operational inefficiencies and implement process improvements to increase speed
Coordinate event planning and review sales materials for compliance and brand alignment

Skills

Qualifications

Bachelor's degree in Finance, Business, Economics, or Data Analytics

About LPL Financial

lpl.com

Headquarters

San Diego, California, United States

Company Size

5001-10000 employees

Founded

1989

View Profile

A leading wealth management firm for independent advisors across the U.S., LPL’s technology and resources can help you and your clients succeed. Learn more.