Note: The job is a remote job and is open to candidates in USA. Keystone is a rapidly growing insurance brokerage platform that partners with independent agencies across the United States. The Business Analyst, Operations & Transformation will support enterprise transformation initiatives by serving as the analytical bridge between business stakeholders and operational solutions, ensuring transformation decisions are driven by clear requirements and measurable outcomes.
Responsibilities
- 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
Skills
- 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
- Willingness to travel up to 10%
- Ability to pass a criminal background check, as permitted by law
- Experience supporting Applied Epic migrations and/or AMS conversions preferred
- Familiarity with agency management systems, preferably Applied Epic
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
Company Overview
We’ve built the nation’s first Broker-Network, partnering with top independent insurance agencies to unlock growth and transform the industry. It was founded in 2020, and is headquartered in Harrisburg, Pennsylvania, USA, with a workforce of 1001-5000 employees. Its website is https://mykeystone.com.