Assistant Business Transformation Analyst

About the role

Join our team as an Assistant Business Transformation Analyst and help drive innovation across the organization. This role supports process improvement, technology modernization, AI and automation initiatives, and digital transformation projects that enhance operational efficiency and employee experience.

Responsibilities

• Support digital transformation initiatives that improve workflows, enhance efficiency, and modernize operations across the organization
• Collaborate with teams across the company to identify process challenges and recommend technology-driven solutions
• Aid with system integrations, application enhancements, testing, and rollout coordination across key business platforms
• Help evaluate and implement AI, automation, analytics, and emerging technologies to streamline day-to-day operations
• Research industry trends, Insurtech innovations, and best practices to support continuous improvement initiatives
• Partner with leadership and internal teams to support training, communication, and adoption of new systems and processes
• Track operational impact, user adoption, and process improvements to help drive smarter business decisions

Qualifications

• Bachelor’s degree in Business, Information Systems, Data Analytics, or a related field; equivalent experience considered
• 1+ years of experience in business operations, analytics, process improvement, or digital transformation
• Experience working within an insurance agency, brokerage, or insurance-related environment
• Experience with business systems such as AMS360, Salesforce, Applied Epic, ImageRight, Power BI, Tableau, SQL, or similar platforms
• Strong analytical, organizational, and communication skills with the ability to work across teams
• Interest in AI, automation, analytics, and emerging technologies, including tools such as ChatGPT, Microsoft Copilot, and related platforms
• Ability to manage multiple priorities in a fast-paced, collaborative environment

Benefits

Total Rewards Package: Compensation range $65,000 - $70,000, based on experience. Comprehensive benefits package including Medical, Dental, Vision, 401(k) with match, Generous Paid Time Off (PTO), thirteen paid holidays, company-paid life insurance for you and your dependents, employee assistance fund and programs, wellness perks, and more!

Employee Stock Ownership Program: As a 100% Employee-owned Company, Marshall+Sterling offers you the unique opportunity to build long-term wealth while growing your career. The value of your ESOP account grows over time, rewarding your commitment and contributions to the company’s success. Collaborative & Engaged Culture: Employee ownership fosters a team-oriented environment where everyone has a stake in the company’s growth and success. No Out-of-Pocket Costs: Unlike stock purchase plans, our ESOP is entirely company-funded, meaning you gain equity without any personal investment.

For more information on our culture and benefits, please visit us at : Careers - Marshall+Sterling

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