Business Analyst, Operations – Transformation

Business AnalystBusiness AnalystFull TimeRemoteSeniorTeam 1,001-5,000Since 2020H1B No SponsorCompany SiteLinkedIn

Location

United States

Posted

6 days ago

Salary

0

Seniority

Senior

Bachelor Degree3 yrs expEnglishETLSQL

Job Description

Business Analyst, Operations – Transformation

Keystone Agency Partners

• Partner with TMO leadership and agency stakeholders to identify business needs, document requirements, and translate operational challenges into clear requirements and specifications. • Facilitate requirements sessions, workshops, and stakeholder interviews to gather information and validate business requirements. • Conduct gap analyses to identify process inefficiencies, operational risks, and opportunities for improvement. • Manage stakeholder expectations and maintain alignment throughout transformation initiatives. • Support the development, implementation, and ongoing maintenance of transformation program success metrics and Key Performance Indicators (KPIs). • Establish and maintain KPI tracking methodologies, dashboards, and reporting processes used by leadership to monitor transformation progress and outcomes. • Prepare recurring reports and presentations for executive leadership and transformation governance meetings. • Assist with the development and maintenance of agency readiness scorecards and transformation progress tracking. • Participate in Business Process Reviews (BPRs) for newly acquired agencies, ensuring consistent evaluation and documentation methodologies across the organization. • Analyze agency workflows and operational processes throughout the insurance policy lifecycle to identify standardization and optimization opportunities. • Evaluate operational tools, technology solutions, automation opportunities, AI capabilities, and vendor offerings, providing recommendations to improve efficiency and scalability. • Document current-state and future-state processes, pain points, risks, and recommended improvements. • Support agency assessments and data readiness activities for Applied Epic migration initiatives. • Collaborate with data quality teams to validate agency data, identify conversion risks, and support remediation efforts. • Participate in data mapping reviews, testing, and post-conversion validation activities. • Help coordinate Applied Epic conversion timelines and support successful project execution.

Job Requirements

  • Bachelor’s degree in Business Administration, Information Systems, Industrial Engineering, or a related field
  • Minimum of 3 years of Business Analyst experience supporting operational, transformation, consulting, or process improvement initiatives
  • Insurance industry experience is required, including: Experience working within an insurance agency serving or selling insurance; or Experience supporting insurance operations, agency transformation, or comparable insurance-focused initiatives
  • Working knowledge of the insurance policy lifecycle and agency operations
  • Strong requirements gathering, documentation, and business process analysis skills
  • Demonstrated experience conducting gap analyses and identifying process improvement opportunities
  • Experience creating process maps, workflow documentation, and operational assessments
  • Experience facilitating stakeholder meetings, workshops, and requirements sessions
  • Excellent verbal and written communication skills with the ability to engage stakeholders
  • Advanced Microsoft Excel skills for reporting, analysis, and modeling
  • Working knowledge of Power BI, SQL, ETL processes, and data validation techniques
  • Exposure to automation, AI-enabled business solutions, and digital transformation initiatives
  • Experience supporting Applied Epic migrations and/or AMS conversions preferred
  • Familiarity with agency management systems, preferably Applied Epic
  • Willingness to travel up to 10%
  • Ability to pass a criminal background check, as permitted by law.

Benefits

  • Competitive Salary
  • Health Insurance Plans (PPO, HSA, Copay Options)
  • Dental Insurance
  • Vision Insurance
  • Company Paid Disability Insurance
  • Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
  • 401(k) with Safe Harbor Match
  • Paid Time Off
  • Paid Holidays

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