Assistant Business Transformation Analyst

Assistant Business Transformation Analyst – Poughkeepsie, NY

Position Type:
Full Time | Salary: $65,000 – $70,000 |

Job Location:

Poughkeepsie Office, Poughkeepsie, NY 12601

• 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.

• 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 AMS
  360, Salesforce, Applied Epic, Image Right, 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.

• Compensation: $65,000 – $70,000 (based on experience).
• Medical, Dental, Vision, 401(k) with match.
• Generous Paid Time Off (PTO) and 13 paid holidays.
• Company‑paid life insurance for you and your dependents.
• Employee assistance fund and programs.
• Wellness perks and related benefits.
• Employee Stock Ownership Program (ESOP) – company‑funded equity with no out‑of‑pocket cost.