Business Analyst, Franchise

About We Insure Group

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.

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, identify opportunities, and translate data into clear, actionable next steps—while partnering internally with We Insure leadership to continuously improve the franchise system.

Success is measured by clarity, confidence, and improved outcomes for franchise owners.

• We Personalize Protection at the Right Value – You help franchisees understand their unique numbers—not generic benchmarks—and guide them toward sustainable, right‑sized growth.
• We Care Authentically – You meet owners where they are, using data as a coaching tool—not a hammer.
• We Hustle to Opportunity – You proactively identify growth opportunities and help franchisees act on them.
• We Thrive in Ambiguity – You’re comfortable working in a fast-growing franchise system where processes evolve and improvement is constant.
• We Own Our Results – You take accountability for insights turning into action and results.
• We Have Fun Along the Way – You bring positive energy to financial conversations and help remove the fear from “the numbers.”
• We Are Just Getting Started – You help build scalable frameworks that support long-term franchise success.

• 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.

Assist owners with:

• Budgeting and forecasting.
• Unit economics and growth planning.
• Interpreting commission structures and performance trends.

• Identify opportunities 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.
• Marketing spend and lead performance.
• Sales cadence and conversion.
• Carrier mix and market utilization.

Track performance over time and measure the impact of growth initiatives.

Support franchisees through key stages:

• Launch.
• Ramp‑up.
• Expansion.
• Optimization.

• Develop and maintain franchise 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.

• Work closely with various corporate teams such as Franchise Support, Finance, Marketing and Sales.
• Act as a bridge between data, strategy, and execution.
• Provide insights that help We Insure continuously improve franchise support and systems.

• Present insights in a clear, non‑intimidating, and actionable way.
• Help franchise owners connect daily activity to long‑term success.
• Create…