Keystone Agency Partners

Business Analyst

• 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.

Business Analyst, Operations – Transformation

Sales

• Partner with the Director of Network Services and State Vice Presidents to identify, recruit, and onboard new Network Partner agencies within the assigned territory.
• Develop and implement regional sales strategies focused on increasing premium aggregation with Keystone Core Carriers and maximizing revenue growth.
• Build and maintain strong, consultative relationships with existing Network Partners and Carriers throughout the region.
• Utilize Salesforce to effectively manage pipeline activity, document sales efforts, and execute strategic growth initiatives.
• Promote and educate Network Partners on Keystone’s suite of Network Services while gathering feedback to identify opportunities for enhanced offerings and support.
• Facilitate and lead annual strategic planning sessions with Network Partners to drive long-term growth and operational success.
• Provide regular reporting on sales activity, pipeline progress, and business development initiatives to Network leadership.
• Manage and coordinate the onboarding process for new Network Partners.
• Educate members on available Network Services, carrier programs, and vendor discount opportunities.
• Stay informed on industry trends, market developments, and emerging best practices to support innovation and continuous improvement.
• Represent Keystone professionally through industry engagement, presentations, branding initiatives, and relationship-building activities.
• Cultivate strategic relationships with internal and external stakeholders that contribute to revenue generation and overall network growth.
• Support additional projects, initiatives, and responsibilities as assigned by leadership.

Business Analyst, Operations – Transformation

Network Regional Sales Director