Business Analyst, Operations & Transformation

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

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
• 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