Keystone Agency Partners (KAP)
Operational Readiness Analyst
About this role
About Keystone Keystone is one of the largest and fastest-growing insurance brokerages in the country — ranked #26 among U.S. retail brokers and #4 fastest-growing in the Top 50 by Business Insurance. Our platform spans 33+ states, 180+ agency partners, and more than $500 million in revenue — uniting some of the country's most respected independent agencies with the scale, tools, and resources of a national brokerage. Through operational support in finance, HR, marketing, technology, producer development, and M&A, we empower agencies to grow while preserving what makes them who they are — their client relationships and their role in the communities they serve. Guided by our trademarked commitment, "Trust, our most important policy," Keystone is building the insurance solution every family and business can count on. For more information, visit . Operational Readiness Analyst Position Summary: The Operational Readiness Analyst role provides analytical, coordination, and documentation support to help ensure agencies are prepared to operate effectively within Keystone’s operating model. Reporting to the Director, Operational Readiness, this role supports readiness assessments, tracks gaps and action items, organizes data and reporting, and helps maintain the tools and materials needed to drive consistent operational readiness execution. Key Responsibilities: Readiness Assessment Support
- Support the preparation, coordination, and documentation of agency readiness assessments.
- Collect, organize, and validate agency data related to organizational structure, processes, training needs, system usage, and readiness indicators.
- Maintain readiness trackers, gap logs, action item lists, and supporting documentation. Operating Model & Process Support
- Assist in comparing current-state agency practices against Keystone operating model expectations and standard workflows.
- Document process observations, system-use considerations, and potential areas of misalignment for review by leadership.
- Support the creation and maintenance of readiness tools, templates, checklists, and agency-facing materials. Coordination, Reporting & Follow-Up
- Track readiness milestones, open items, risks, decisions, and follow-ups across assigned agencies or workstreams.
- Prepare status updates, dashboards, summaries, and meeting materials to support agency readiness discussions.
- Coordinate with Operations, Training, Agency Support, and agency leadership to ensure timely completion of readiness activities. Training & Adoption Support
- Support identification and tracking of agency training needs, adoption risks, and reinforcement opportunities.
- Partner with Training and Operations teams to ensure learning plans, job aids, and support materials are available and current.
- Help capture feedback from agency users and summarize themes for continuous improvement. Qualifications:
Benefits
- Competitive Salary
- Health Insurance Plans (PPO, HSA, Copay Options)
- Dental Insurance
- Vision Insurance
- Company Paid Disability Insurance
- Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
- 401(k) with Safe Harbor Match
- Paid Time Off
- Paid Holidays No Solicitation Notification to Agencies: Please note that Keystone and our Partner Agencies do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone will not consider or approve payment to any third parties for hires made.