Business Transformation Analyst

Brightway InsuranceJacksonville, FL

About The Position

About Brightway Established in 2008, Brightway is proud to be one of the fastest-growing insurance agency systems in the United States. With over 350 franchises spanning 40+ states and an impressive $1.3 billion in annual premiums, we rank among the nation�s largest privately owned property and casualty insurance distribution companies. We support our agency owners with comprehensive back-office services, marketing resources, and continuous learning and development. We are embarking on the next stage of our customer-centric growth, driven by innovation from our talented associates and the application of cutting-edge technologies. This growth has opened doors for creative thinkers who thrive in a diverse and collaborative culture. As a Brightway team member, you'll engage in exciting projects that are reshaping the industry, working alongside a dedicated team committed to delivering exceptional customer service and safeguarding our clients' most valuable assets. Position Summary : The Business Transformation Analyst drives policy servicing improvement, automation readiness, and technology optimization across the Engagement Center (EC). This role combines core business analysis skills with a transformation focus � mapping current-state processes, preparing workflows for AI-driven and agentic process automation (APA), and representing the EC in partnership with Engineering and Product to advance the department's service delivery. The ideal candidate is highly analytical and data-driven, using operational metrics to identify the processes and workflows with the greatest opportunity for improvement. They serve as a key liaison between the EC, internal technology partners, and third-party vendors, and continuously scan for new opportunities to apply AI and automation to reduce manual work and improve customer and employee experience.

Requirements

  • Bachelor's degree in Business, Operations, Information Systems, or related field, or equivalent experience.
  • 3-5 years of experience in business analysis, process improvement, transformation, or a related role.
  • Experience with process mapping and workflow documentation.
  • Strong analytical and data skills, with the ability to use metrics to identify and prioritize improvement opportunities.
  • Excellent communication and stakeholder management skills, including with technology and vendor partners.
  • Strong organizational skills with the ability to manage multiple initiatives and priorities simultaneously.
  • Proficiency with Microsoft Office Suite, particularly Excel, PowerPoint, and Teams.

Nice To Haves

  • Experience working with Engineering, Product, or Technology teams.
  • Familiarity with AI automation, agentic process automation (APA), or robotic process automation (RPA) tools and concepts.
  • Experience managing or supporting third-party vendor relationships, including SLA oversight and performance governance.
  • Familiarity with Agile methodologies and project management tools such as Jira, Azure DevOps, Monday.com, or similar platforms.

Responsibilities

  • Map current-state and future-state business processes and workflows to support transformation and automation initiatives.
  • Identify, evaluate, and prepare processes for AI automation and agentic process automation (APA), continuously scanning for new opportunities to improve efficiency, accuracy, and scalability.
  • Represent the Engagement Center in partnership with Engineering, Product, and technology teams to optimize and evolve the EC's policy administration.
  • Serve as a liaison to third-party vendor partners, providing goals, guidance, and leadership to drive performance, integration, and issue resolution.
  • Lead regular vendor performance and improvement sessions to track progress against goals and identify opportunities for enhanced service delivery.
  • Use analytics and operational data to identify and prioritize the processes and workflows with the greatest opportunity for improvement.
  • Gather, document, and validate business requirements tied to process, technology, and automation initiatives.
  • Coordinate project activities, timelines, deliverables, and dependencies across cross-functional teams.
  • Monitor progress on transformation initiatives and provide regular status updates to stakeholders and leadership.
  • Identify risks, issues, and roadblocks, and partner with stakeholders to develop mitigation plans.
  • Support testing efforts, including user acceptance testing (UAT), defect tracking, and validation of business and automation requirements.
  • Facilitate root-cause analysis for complex workflow or system issues and drive cross-department solutions.
  • Assist with change management, communication planning, training coordination, and implementation activities.
  • Develop and maintain process maps, standard operating procedures, project documentation, and reporting tools.
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