Business Transformation Analyst

🚀 Join an Amazing Team at NCAIA! Who We Are: Come be part of something awesome at the N.C. Association of Insurance Agents, Inc. (NCAIA)! We’re not just a professional industry association, we’re a passionate, forward-thinking team that supports independent insurance agencies across North Carolina. Our mission? Empower our members and foster a workplace where innovation, collaboration, and fun thrive.

We’ve built a culture that celebrates people. From staff kickball games to cheering on the Durham Bulls, Carolina Hurricanes, or UNC football, Lunch/Learns, we’re big on connection and appreciation. Don’t just take our word for it, IIANC/NCAIA has been named the 2025 #1 Best Employer in the small company category, adding to multiple years at the top and five straight years recognized by Business North Carolina as one of the Best Employers in NC.

[] 🌟 About the Role: 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. 🎁 Perks & Benefits: 🏡 Hybrid remote work opportunities + an extremely flexible work schedule 💰 Competitive pay 🩺 Health insurance coverage 💼 Matching 401(k) options and pension 🌴 Generous PTO 🎉 Fun staff appreciation events — a lot of them!

📚 100% paid professional development 👕 Office casual dress code most days 💪 On-site fitness equipment, gym membership reimbursement, and Staff Tranquility Room 🔒 Job stability in a growing industry 📅 A 35-hour work week that includes every other Friday off with a compressed workweek option 🛠️ What You’ll Do:

• Technology Modernization: Help replace legacy systems with modern, connected technology that improves workflows, data access, reporting, and user experience.
• Business Process Improvement: Document current processes, identify gaps and inefficiencies, and help design practical future-state workflows.
• Requirements & Stakeholder Coordination: Translate business needs into clear requirements while serving as a bridge between leadership, users, vendors, and development teams.
• Testing & Launch Readiness: Support user acceptance testing, track issues, coordinate feedback, and help prepare teams for successful system launches.
• Data, Reporting & System Support: Help improve data quality, reporting, dashboards, user permissions, and long-term system support.
• AI & Automation Innovation: Identify opportunities to streamline manual work, improve efficiency, and responsibly use AI, automation, and emerging technology. ✅ What Qualifications You Bring:
• 🧠 Experience
• 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.
• 💻 Technical & systems skills
• 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.
• 🤖 AI & automation mindset
• 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. 📍 Location: Must be able to work from our Cary, NC office at least two day a week after training. Someone in this role typically makes an average of $80K. Ready to join an awesome team that embraces our core values of integrity, innovation, initiative, collaboration, professionalism, and responsiveness? Apply now and let’s create something incredible together at IIANC!