Business Analyst, Operations – Transformation

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Keystone Agency Partners

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 2020

💸 Finance

🤝 B2B

💰 Private Equity Round on 2023-01

Insurance • Finance • B2B

Keystone Agency Partners is a rapidly growing insurance brokerage platform that acquires and partners with independent insurance agencies throughout the United States. The company provides best-in-class services and capital investment to unlock potential and drive profitable growth for its partner agencies. Keystone Agency Partners supports independent insurance agencies by allowing them to maintain their brand identity while benefiting from enhanced resources and strategic support, thereby enabling them to achieve their financial goals and envisioned future.

📋 Description

• 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.

🎯 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