Operational Readiness Analyst

🔥 5 minutes ago

🇺🇸 United States – Remote

⏰ Full Time

🟠 Senior

🔴 Lead

🧐 Analyst

👻 Ghost score 10%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Keystone Agency Partners

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 2020

🛡️ Insurance

💸 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

• Support the preparation, coordination, and documentation of agency readiness assessments • Collect, organize, and validate agency data related to organizational structure, processes, training needs, system usage, and readiness indicators • Maintain readiness trackers, gap logs, action item lists, and supporting documentation • Assist in comparing current-state agency practices against Keystone operating model expectations and standard workflows • Document process observations, system-use considerations, and potential areas of misalignment for leadership review • Support creation and maintenance of readiness tools, templates, checklists, and agency-facing materials • Track readiness milestones, open items, risks, decisions, and follow-ups across assigned agencies or workstreams • Prepare status updates, dashboards, summaries, and meeting materials for agency readiness discussions • Coordinate with Operations, Training, Agency Support, and agency leadership to ensure timely completion of readiness activities • Support identification and tracking of agency training needs, adoption risks, and reinforcement opportunities • Partner with Training and Operations teams to keep learning plans, job aids, and support materials current • Capture feedback from agency users and summarize themes for continuous improvement • Report to the Director, Operational Readiness

🎯 Requirements

• Bachelor’s degree, or equivalent combination of education and relevant professional experience • Minimum of 8 years of insurance industry experience • Minimum of 5 years of experience in operations, project coordination, business analysis, agency support, training coordination, or related functions • Experience in insurance, agency operations, brokerage operations, or a multi-site operating environment preferred • Hands-on experience with Applied Epic required • Comfort working with operational data, readiness dashboards, process documentation, and status reporting tools • Strong organizational skills with ability to manage trackers, action items, timelines, and documentation across multiple priorities • Strong written and verbal communication skills, with ability to summarize findings clearly for leaders and cross-functional partners • Strong analytical and problem-solving skills, with the ability to organize information, identify themes, and surface readiness gaps • Excellent attention to detail and follow-through, particularly in maintaining trackers, action logs, timelines, and documentation • Process-oriented mindset with the ability to understand workflows, document current-state practices, and support adoption of standard operating models • Adaptability and professionalism in a fast-paced, evolving environment with frequent interaction across agencies and functional teams • Comfort working across multiple locations, coordinating with remote teams, and supporting agencies in both virtual and in-person settings • Approximately 50% travel required • 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 • Remote work flexibility