Business Analyst, Operations – Transformation

This is a fully remote position, open to applicants in United States.

📋 Description

• Collaborate with TMO leadership and agency stakeholders to ascertain business needs, document requirements, and convert operational challenges into precise requirements and specifications.

• Lead sessions for requirements gathering, workshops, and stakeholder interviews to collect information and affirm business requirements.

• Execute gap analyses to pinpoint process inefficiencies, operational risks, and areas for improvement.

• Manage stakeholder expectations while ensuring alignment during transformation initiatives.

• Assist in the development, implementation, and continuous maintenance of metrics for transformation program success and Key Performance Indicators (KPIs).

• Create and uphold KPI tracking methodologies, dashboards, and reporting processes utilized by leadership to oversee transformation progress and results.

• Generate regular reports and presentations for executive leadership and transformation governance meetings.

• Aid in the development and upkeep of agency readiness scorecards and track transformation progress.

• Engage in Business Process Reviews (BPRs) for newly acquired agencies, ensuring uniform evaluation and documentation methodologies across the organization.

• Examine agency workflows and operational processes throughout the insurance policy lifecycle to uncover standardization and optimization prospects.

• Assess operational tools, technology solutions, automation possibilities, AI capabilities, and vendor offerings, providing recommendations to enhance efficiency and scalability.

• Document current-state and future-state processes, highlighting pain points, risks, and suggested enhancements.

• Support agency assessments and data readiness efforts for Applied Epic migration initiatives.

• Partner with data quality teams to validate agency data, recognize conversion risks, and assist in remediation actions.

• Take part in data mapping reviews, testing, and post-conversion validation processes.

• Help manage Applied Epic conversion timelines and facilitate successful project execution.

⛳️ Requirements

• Bachelor’s degree in Business Administration, Information Systems, Industrial Engineering, or a related discipline.

• At least 3 years of experience as a Business Analyst supporting operational, transformation, consulting, or process improvement projects.

• Required experience in the insurance sector, including: working within an insurance agency serving or selling insurance; or supporting insurance operations, agency transformation, or similar insurance-focused projects.

• Proficient understanding of the insurance policy lifecycle and agency operations.

• Strong skills in requirements gathering, documentation, and business process analysis.

• Proven experience in conducting gap analyses and identifying opportunities for process enhancement.

• Familiarity with creating process maps, workflow documentation, and operational assessments.

• Experience in facilitating stakeholder meetings, workshops, and requirements sessions.

• Exceptional verbal and written communication skills, capable of engaging stakeholders effectively.

• Advanced Microsoft Excel skills for reporting, analysis, and modeling purposes.

• Working knowledge of Power BI, SQL, ETL processes, and data validation methods.

• Exposure to automation, AI-enabled business solutions, and digital transformation efforts.

• Preferred experience in supporting Applied Epic migrations and/or AMS conversions.

• Familiarity with agency management systems, specifically Applied Epic.

• Willingness to travel up to 10%.

• Ability to pass a criminal background check, as allowed by law.

🏝️ 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