Business Transformation Analyst

Independent Insurance Agents of North Carolina - Corporate•Cary, NC

5d•Hybrid

About The Position

The Business Transformation Analyst will help modernize critical insurance technology, improve workflows, and drive practical innovation across NCAIA and IIANC. This role will connect business users, leadership, vendors, and development teams to turn complex operational needs into clear requirements, better processes, and effective system solutions. Success in this role will be measured by the ability to create clarity, reduce friction, improve follow-through, support successful system launches, and help the organization use technology, data, automation, and AI more effectively.

Requirements

Experience in business analysis, systems implementation, process improvement, or technology transformation.
Proven ability to manage multiple priorities, stakeholders, and workstreams in a fast-moving environment.
Strong judgment, attention to detail, and ability to work with confidential, incomplete, or complex information.
Experience with Salesforce CRM preferred.
Experience using project tracking, documentation, collaboration, or workflow tools to organize requirements, tasks, issues, and follow-up.
Comfortable learning new platforms, including CRM systems, customer portals, reporting tools, database systems, and technology products.
Ability to support system testing, data validation, user documentation, reporting needs, and process improvement efforts.
Comfortable exploring AI tools such as ChatGPT, Microsoft Copilot, Indemn, or similar platforms to improve efficiency and support better decision-making.
Able to use AI responsibly to summarize information, draft documentation, support reporting, organize requirements, and improve communication.
Interested in identifying practical opportunities to automate repetitive tasks, reduce manual work, and streamline workflows.
Curious, adaptable, and quick to learn emerging technologies that can improve systems, user experience, and business operations.

Responsibilities

Help replace legacy systems with modern, connected technology that improves workflows, data access, reporting, and user experience.
Document current processes, identify gaps and inefficiencies, and help design practical future-state workflows.
Translate business needs into clear requirements while serving as a bridge between leadership, users, vendors, and development teams.
Support user acceptance testing, track issues, coordinate feedback, and help prepare teams for successful system launches.
Help improve data quality, reporting, dashboards, user permissions, and long-term system support.
Identify opportunities to streamline manual work, improve efficiency, and responsibly use AI, automation, and emerging technology.