Business Analyst, Operations – Transformation

🕒 Junho 13

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Keystone Agency Partners

SiteLinkedInTodas as Vagas

1001 - 5000 funcionários

Fundada em 2020

💸 Finanças

🤝 B2B

💰 Private Equity Round em 2023-01

Insurance • Finance • B2B

Keystone Agency Partners é uma plataforma de corretagem de seguros em rápido crescimento que adquire e faz parceria com agências de seguros independentes em todo os Estados Unidos. A empresa fornece serviços de excelência e investimento de capital para desbloquear potencial e impulsionar o crescimento rentável das suas agências parceiras. Keystone Agency Partners apoia agências de seguros independentes, permitindo que mantenham sua identidade de marca enquanto se beneficiam de recursos aprimorados e apoio estratégico, possibilitando-lhes alcançar seus objetivos financeiros e o futuro planejado.

Descrição

• 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.

🎯 Requisitos

• 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.

🏖️ Benefícios

• 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