Role Summary

The Portfolio 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.

Key Responsibilities

Client Delivery & Operations:

Author client-specific Standard Operating Procedures (SOPs) for clients in your portfolio.
Perform Analyst activities (e.g., HRIS, carrier files, premium remittance, open enrollment, dual-year processing, etc.) for your own book of business.
Oversee Analyst activities, ensuring SOPs exist and are being followed, for all clients in the portfolio.
Create and Execute test plans for new client implementations, open enrollment changes and product upgrades.
Monitor portfolio performance metrics (NPS, SLA adherence, E&O; trends) and propose improvement strategies.
Act as escalation point for complex participant or client issues.

Leadership & Mentorship

While not a People Manager, the Lead Analyst is expected to mentor and coach Analysts within the portfolio, fostering skill development and performance.




Provide guidance on best practices and operational standards.

Process Improvement

Analyze operational trends and recommend enhancements to improve efficiency and client satisfaction.
Partner with Coordinators and Client Managers on special projects and audits.

Experience And Qualifications

Degree in business administration or related field.
6+ years of experience in Health & Perks 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.
Strong US Health and Benefit Domain Knowledge.

Key Skills

Technical Skills: Quality Audit, Technical Writing, Data Lifecycle.
Domain Knowledge: Benefits Administration, Carrier Connectivity & EDI Standards, Health

📌 Aptia Group (Gurugram)
🏢 Aptia Group
📍 Gurugram