Lead Analyst - Portfolio

About Aptia

Founded to shape the future of pensions, health, and insurance solutions, Aptia is a leading professional services firm dedicated to simplifying complexity for businesses and individuals. We bring together cutting-edge technology and deep industry expertise to help organisations navigate an evolving landscape with clarity and confidence.​

With a presence in the US, UK, India, and Portugal, we support over six million people and more than 1,100 clients, delivering solutions that drive efficiency, enhance financial security, and provide peace of mind.​

Our strength lies in the combination of smart technology and expert teams, ensuring that managing pensions, health, and insurance is more effective. By focusing on innovation, accessibility, and client success, we help businesses take care of their people, so they can focus on what they do best.

And we are expanding. Aptia Group is not only fueled by our investors' backing but also by our commitment to foster the growth and success of our people. At Aptia, we're investing heavily in learning and development, paving unique career paths for our colleagues.

Specialist. Responsive. Thoughtful. Our values aren't just words; they are the backbone of our business. Our team embodies our values daily, to surpass client expectations, evolve constantly and nurture genuine relationships for the long-term. 

Job requirements

Lead Analyst

Role Summary:

The Lead Analyst is a key member of the client portfolio team, responsible for supporting

clients from implementation through ongoing, ensuring operational excellence across

client-specific processes. This role monitors service performance metrics (NPS, SLAs, E&O),

identifies trends, and drives continuous improvement initiatives. The Lead Analyst mentors

Analysts within the portfolio and collaborates with Coordinators and Client Managers, in

addition to Lead Analysts in other portfolios, to deliver exceptional client experiences and

optimal operational efficiency.

What You'll Be Doing:

• Client Delivery & Operations

o Author client-specific Standard Operating Procedures (SOPs) for clients in your

portfolio

o Perform Analyst activities (e.g., HRIS, carrier files, premium remittance, open

enrollment, dual-year processing, etc.) for your own book of business.

o Oversee Analyst activities, ensuring SOPs exist and are being followed, for all

clients in the portfolio.

o Create and Execute test plans for new client implementations, open enrollment

changes and product upgrades

o Monitor portfolio performance metrics (NPS, SLA adherence, E&O trends) and

propose improvement strategies.

o Act as escalation point for complex participant or client issues.

• Leadership & Mentorship

o While not a People Manager, the Lead Analyst is expected to mentor and coach

Analysts within the portfolio, fostering skill development and performance.

o Provide guidance on best practices and operational standards.

• Process Improvement

o Analyze operational trends and recommend enhancements to improve

efficiency and client satisfaction.

o Partner with Coordinators and Client Managers on special projects and audits.

What We're Looking For:

• Bachelor’s degree in Business Administration or related field.

• 4+ years of experience in Health & Benefits administration or similar environment.

• Strong knowledge of benefits regulations (FMLA, HIPAA, COBRA, ACA/ERISA/IRS).

• Proficiency with Benefits Administration systems and tools

• Skills in data analytics, SLA management, and root cause analysis.

• Excellent communication and stakeholder management abilities.

• Key Skills:

o Technical Skills: Quality Audit, Technical Writing, Data Lifecycle

o Domain Knowledge: Benefits Administration, Carrier Connectivity & EDI

Standards, Health and Benefits Plans, Open Enrollment Lifecycle &

Communications

o Managerial & Leadership Skills: Delivery Ownership, Process Improvement

o Workplace Behavioral Skills: Learning Agility, Clear & Concise Communication,

Collaboration and Teamwork, Everyday Improvements

How to apply

If you are interested in this role, then we’d love to hear from you. Please go ahead and click apply and submit your resume with appropriate contact information.

Aptia is committed to creating a diverse, inclusive and equitable work environment. At Aptia, fostering an equitable and inclusive environment for all our people to flourish is a priority. We are an equal opportunity employer and aim to attract and retain the best people without attention to age, background, disability, ethnic origin, family duties, political affiliation, race, religion, gender and sexual orientation.

If there are any reasonable adjustments we can make to the recruitment process to ensure it is accessible to you, we encourage you to reach out to us.