Note: The job is a remote job and is open to candidates in USA. Keystone is a national insurance brokerage that supports independent agencies through operational, technology, training, and other business services. The Operational Readiness Analyst supports agency readiness assessments, tracks gaps and action items, maintains reporting and documentation, and coordinates training and adoption activities across agencies and functional teams.
Responsibilities
- Support the preparation, coordination, and documentation of agency readiness assessments
- Collect, organize, and validate agency data related to organizational structure, processes, training needs, system usage, and readiness indicators
- Maintain readiness trackers, gap logs, action item lists, and supporting documentation
- Assist in comparing current-state agency practices against Keystone operating model expectations and standard workflows
- Document process observations, system-use considerations, and potential areas of misalignment for review by leadership
- Support the creation and maintenance of readiness tools, templates, checklists, and agency-facing materials
- Track readiness milestones, open items, risks, decisions, and follow-ups across assigned agencies or workstreams
- Prepare status updates, dashboards, summaries, and meeting materials to support agency readiness discussions
- Coordinate with Operations, Training, Agency Support, and agency leadership to ensure timely completion of readiness activities
- Support identification and tracking of agency training needs, adoption risks, and reinforcement opportunities
- Partner with Training and Operations teams to ensure learning plans, job aids, and support materials are available and current
- Help capture feedback from agency users and summarize themes for continuous improvement
Skills
- Bachelor's degree, or equivalent combination of education and relevant professional experience
- Minimum of 8 years of insurance industry experience, including a minimum of 5 years of experience in operations, project coordination, business analysis, agency support, training coordination, or related functions
- Hands-on experience with Applied Epic required
- Comfort working with operational data, readiness dashboards, process documentation, and status reporting tools
- Strong organizational skills with ability to manage trackers, action items, timelines, and documentation across multiple priorities
- Strong written and verbal communication skills, with ability to summarize findings clearly for leaders and cross-functional partners
- Strong analytical and problem-solving skills, with the ability to organize information, identify themes, and surface readiness gaps
- Excellent 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 support adoption of standard operating models
- Adaptability and professionalism in a fast-paced, evolving environment with frequent interaction across agencies and functional teams
- Comfort working across multiple locations, coordinating with remote teams, and supporting agencies in both virtual and in-person settings
- Approximately 50% travel will be required to support agency readiness assessments, onboarding activities, training reinforcement, leadership meetings, or operating model implementation work
- Experience in insurance, agency operations, brokerage operations, or a multi-site operating environment preferred
Benefits
- Remote work flexibility
- 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
Company Overview