Operational Readiness Analyst

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

📋 Description

• Assist in the preparation, organization, and documentation of agency readiness assessments.

• Gather, structure, and verify agency data concerning organizational frameworks, processes, training requirements, system utilization, and readiness indicators.

• Maintain readiness trackers, gap logs, action item lists, and relevant documentation.

• Help evaluate current agency practices against Keystone operating model expectations and standardized workflows.

• Record process observations, system-use considerations, and potential misalignment areas for leadership review.

• Aid in the creation and upkeep of readiness tools, templates, checklists, and materials for agency use.

• Monitor readiness milestones, outstanding items, risks, decisions, and follow-ups across assigned agencies or workstreams.

• Compile status updates, dashboards, summaries, and meeting materials for agency readiness discussions.

• Collaborate with Operations, Training, Agency Support, and agency leadership to ensure the timely execution of readiness activities.

• Assist in identifying and tracking agency training needs, adoption risks, and opportunities for reinforcement.

• Team up with Training and Operations departments to keep learning plans, job aids, and support materials up to date.

• Gather feedback from agency users and summarize insights for ongoing improvement.

• Report directly to the Director of Operational Readiness.

⛳️ Requirements

• Bachelor's degree or an equivalent combination of education and relevant professional experience.

• At least 8 years of experience in the insurance sector.

• A minimum of 5 years in operations, project coordination, business analysis, agency support, training coordination, or similar roles.

• Preferred experience in insurance, agency operations, brokerage operations, or a multi-site operating environment.

• Required hands-on experience with Applied Epic.

• Proficient in working with operational data, readiness dashboards, process documentation, and status reporting tools.

• Excellent organizational skills, capable of managing trackers, action items, timelines, and documentation across various priorities.

• Strong written and verbal communication skills, able to clearly summarize findings for leaders and cross-functional partners.

• Robust analytical and problem-solving abilities, with the capacity to organize information, identify trends, and highlight readiness gaps.

• Exceptional attention to detail and follow-through, particularly in maintaining trackers, action logs, timelines, and documentation.

• Process-oriented mindset, with the ability to understand workflows, document current-state practices, and facilitate the adoption of standard operating models.

• Ability to adapt and maintain professionalism in a fast-paced, changing environment with frequent interactions across agencies and functional teams.

• Comfortable working across multiple locations, coordinating with remote teams, and supporting agencies in both virtual and in-person settings.

• Approximately 50% travel required.

• Must be able 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

• Remote work flexibility