Who We Are.
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 atWe Insureis 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,identifyopportunities, and translate data into clear, actionable next steps—while partnering internally with WeInsureleadership 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.
How This Role Lives the WE Way
- We Personalize Protection at the Right ValueYou help franchisees understandtheirunique numbers—not generic benchmarks—and guide them toward sustainable, right-sized growth.
- We Care AuthenticallyYou meet owners where they are, using data as a coaching tool—not a hammer.
- We Hustle to OpportunityYou proactivelyidentifygrowth opportunities and help franchisees act on them.
- We Thrive in AmbiguityYou’re comfortable working in a fast-growing franchise system where processes evolve and improvement is constant.
- We Own Our ResultsYou take accountability for insights turning into action and results.
- We Have Fun Along the WayYou bring positive energy to financial conversations and help remove the fear from “the numbers.”
- We Are Just Getting StartedYou help build scalable frameworks that support long-term franchise success.
Duties/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
Assistowners with:
- Budgeting and forecasting
- Unit economics and growth planning
- Interpreting commission structures and performance trends
Growth & Optimization:
Identifyopportunities 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
- Marketingspendand lead performance
- Sales cadence and conversion
- Carrier mix and marketutilization
Track performance over time and measure the impact of growth initiativesSupport franchisees through key stages:
Business Analysis & Reporting
- Develop andmaintainfranchise 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 withvarious corporate teams such as Franchise Support, Finance,Marketingand Sales
- Act as a bridge between data, strategy, and execution
- Provide insights that help WeInsure 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
WhatWe’reLooking For
- 3–5+years experienceas 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
Preferred Skills & Abilities
- 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
Who Thrives in This Role
- Analytical, but deeply people-oriented
- Comfortable working directly with franchise owners
- Proactive, curious, and growth-minded
- Trusted advisor with high integrity
- Enjoys turning complexity into clarity
- Believes great data shouldempower, not overwhelm
Work Environment:
- This joboperatesin ahybridoffice environment(3 days per week).
- This jobrequiresless than10%travel
Pleasenotethis job description is not designed to cover orcontaina comprehensive listing of activities, duties,or responsibilities that arerequired ofthe employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
Our Values. The We Way.
At We Insure, Group our values shape how we work, how we lead, and how we grow together. They’re more than just words, they guide every interaction, every decision, and every customer experience.
We Way Reflects Our Commitment to.
- We personalize protection at a price you can trust
- We hustle to find opportunity
- We have fun along the way
- And—we’re just getting started
Our Total Rewards.
- Medical, Dental, Vision, Life, Pet; Flexible Spending Account
- 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
- Matching Charitable Gift Program
- Lucrative Referral Program
This position is not able to be performed in California, Colorado, New York or Washington.
EEO
We Insure Group is an equal opportunity employer that does not discriminate on the basis of race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, veteran status, marital status, or any other protected characteristic. Our hiring practices ensure that all qualified applicants receive fair consideration without regard to these characteristics.
Disability
We Insure Group is committed to creating an inclusive and accessible workplace for all candidates, including those with disabilities. We are dedicated to ensuring equal employment opportunities and providing reasonable accommodations to qualified individuals with disabilities. If you require reasonable accommodations to participate in the application or interview process, please contact our HR department at hrinfo@peak6insurtech.com. We will work with you to provide the necessary accommodations to ensure your full participation in our hiring process.Note to applicant: It is unlawful in Massachusetts and Maryland to require or administer a lie detector test as a condition of employment or continued employment.
Please know that our company does not use lie detector tests in our hiring process.
