[Hiring] Business Analyst, Operations & Transformation @Keystone Agency Partners LLC

Role Description

The Business Analyst, Operations & Transformation, plays a critical role in supporting Keystone’s enterprise transformation initiatives. This position serves as the analytical bridge between business stakeholders and operational solutions, ensuring transformation decisions are driven by clear requirements, measurable outcomes, and rigorous analysis.

• Facilitating requirements gathering, stakeholder engagement, KPI development and performance measurement.
• Participation in Business Process Reviews (BPRs) and Applied Epic conversion support.
• Partnering with executive leadership, agency stakeholders, and cross-functional teams to define success metrics.
• Gathering and documenting business requirements, supporting process improvement initiatives, and contributing to agency integration and system transformation efforts.

Qualifications

• 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.

Requirements

• Preference given to candidates in Eastern or Central U.S. time zones.

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