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About the Role
Support process improvement, technology modernization, AI and automation initiatives, and digital transformation projects to enhance operational efficiency and employee experience. This role is ideal for someone who enjoys problem-solving, emerging technology, and cross-functional collaboration.
Responsibilities
- Support digital transformation initiatives to improve workflows, enhance efficiency, and modernize operations.
- Collaborate with teams to identify process challenges and recommend technology-driven solutions.
- Assist with system integrations, application enhancements, testing, and rollout coordination.
- Evaluate and implement AI, automation, analytics, and emerging technologies to streamline operations.
- Research industry trends, Insurtech innovations, and best practices for continuous improvement.
- 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 drive smarter business decisions.
Requirements
- 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 AMS360, Salesforce, Applied Epic, ImageRight, Power BI, Tableau, SQL, or similar platforms.
Skills
- Analytical skills
- Organizational skills
- Communication skills
- Ability to work across teams
- Interest in AI, automation, analytics, and emerging technologies
- Familiarity with tools such as ChatGPT, Microsoft Copilot
- Ability to manage multiple priorities in a fast-paced, collaborative environment
- Problem-solving
- Cross-functional collaboration
Location
- Poughkeepsie, NY
- New York offices
Work Type
- Full Time
- Onsite
Experience Level
- 1+ years of experience
Education Level
- Bachelor’s degree in Business, Information Systems, Data Analytics, or a related field
- Equivalent experience considered
Salary/Compensations
- $65,000.00 - $70,000.00
Benefits
- Comprehensive Medical coverage
- Dental coverage
- Vision coverage
- 401(k) with match
- Generous Paid Time Off (PTO)
- Thirteen paid holidays
- Company-paid life insurance for you and your dependents
- Employee assistance fund and programs
- Wellness perks
- Employee Stock Ownership Program (ESOP)
About the Company
- Marshall+Sterling is a 100% employee-owned company with roots dating back to 1864.
- Mission: Empower clients to predict, prepare for, and preempt risk.
- Focus: Helping people and businesses protect what matters most.
- Vision: Creating a future that’s safer and more secure.
- Culture: Inclusive, built on integrity, impact, and people-first values.
- Employee-owners are valued, empowered, and directly invested in collective success.