Business Analyst, Operations – Transformation

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
• 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.