Business Analyst, Operations & Transformation

About Keystone

Keystone is a rapidly growing insurance brokerage platform partnering with independent agencies across the United States. Keystone provides strategic resources, capital investment, and operational support to drive sustainable growth, empowering agencies to maintain their identity while accessing best-in-class tools in finance, HR, sales, and M&A integration. The leadership team brings over a century of combined industry expertise, fostering collaboration, innovation, and long-term value. For more information please visit: https://mykeystone.com/.

Business Analyst, Operations & Transformation

Position Summary:

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. This position is responsible for facilitating requirements gathering, stakeholder engagement, KPI development and performance measurement, participation in Business Process Reviews (BPRs), and Applied Epic conversion support. Working as part of the Transformation Management Office (TMO), the Business Analyst will partner with executive leadership, agency stakeholders, and cross-functional teams to define success metrics, gather and document business requirements, support process improvement initiatives, and contribute to agency integration and system transformation efforts. This role is primarily focused on business analysis, process evaluation, and stakeholder management, with data analytics serving as a supporting capability. The ideal candidate brings a strong foundation in insurance operations, experience evaluating and improving business processes, and the ability to translate complex operational challenges into actionable solutions.

Key Responsibilities:

Business Analysis & Stakeholder Engagement

• 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.

Transformation Program Support

• 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.

Process Improvement & Operational Excellence

• 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.

Applied Epic Conversion & Data Readiness

• 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.

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.

Remote Work Environment: Preference given to candidates in Eastern or Central U.S. time zones

Salary Transparency Statement: In accordance with state and local pay transparency laws, we will provide the applicable salary range upon request to candidates who reside in jurisdictions where such disclosure is required.

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

No Solicitation Notification to Agencies: Please note that Keystone and our Partner Agencies do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone will not consider or approve payment to any third parties for hires made.