Assistant Business Transformation… at Marshall+Sterl… · Poughkeep…

Summary: Marshall+Sterling is a 100% employee-owned company focused on empowering clients to manage risk and enhance operational efficiency. The Assistant Business Transformation Analyst will support digital transformation initiatives and collaborate across teams to drive process improvements and technology modernization efforts.

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
- Assist 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

Required 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

Required Skills: Business operations, Data analytics, Process improvement, Digital transformation, Insurance agency environment, AMS360, Salesforce, Applied Epic, ImageRight, Power BI, Tableau, SQL, AI technologies, Automation technologies, ChatGPT, Microsoft Copilot

Benefits: 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, Employee Stock Ownership Program (ESOP), No Out-of-Pocket Costs: ESOP is entirely company-funded (equity without any personal investment)