Please note this is not a fully remote position. Applicants must be able to work regularly in one of our New York offices.
Why Join Marshall+Sterling?
As a 100% employee-owned company with roots dating back to 1864, Marshall+Sterling offers the strength of a time-tested organization and the energy of an ownership-driven culture. Guided by our mission to empower clients to predict, prepare for, and preempt risk, we are relentlessly focused on helping people and businesses protect what matters most — so they can move forward with confidence. Our vision of creating a future that’s safer and more secure drives everything we do.
Innovation is not optional here — it's imperative. We constantly seek better, smarter ways to serve our clients and improve as a company. Collaboration is at our core, because we know we are stronger together — across teams, with our clients, and in the communities we serve. Our employee-owners are not only valued and empowered, but also directly invested in our collective success.
At Marshall+Sterling, you’re not just joining a company — you’re joining an inclusive culture built on integrity, impact, and people-first values. Your ideas matter, your growth is prioritized, and your work helps shape a more secure future for all.
This role will be based out of Marshall+Sterling’s Poughkeepsie Office
Join our team as an Assistant Business Transformation Analyst and help drive innovation across the organization. In this role, you’ll support process improvement, technology modernization, AI and automation initiatives, and digital transformation projects that enhance operational efficiency and employee experience. This is a great opportunity for someone who enjoys problem-solving, emerging technology, cross-functional collaboration, and finding smarter ways to work.
- 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 AMS360, Salesforce, Applied Epic, ImageRight, 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
Total Rewards Package:
Compensation: $65,000 - $70,00, based experience.
Benefits: Comprehensive package including Medical, Dental, Vision, 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, and more!
Employee Stock Ownership Program
As a 100% employee-owned company, Marshall+Sterling offers you the unique opportunity to build long-term wealth while growing your career. Here’s what makes our ESOP so valuable:
- Long-Term Rewards: The value of your ESOP account grows over time, rewarding your commitment and contributions to the company’s success.
- Collaborative & Engaged Culture: Employee ownership fosters a team-oriented environment where everyone has a stake in the company’s growth and success.
- No Out-of-Pocket Costs: Unlike stock purchase plans, our ESOP is entirely company-funded, meaning you gain equity without any personal investment.
For more information on our culture and benefits, please visit us at : Careers - Marshall+Sterling
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Skills Required
- Bachelor's degree in Business, Information Systems, Data Analytics, or 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
- Strong analytical, organizational, and communication skills
- Interest in AI, automation, analytics, and emerging technologies (e.g., ChatGPT, Microsoft Copilot)
- Ability to manage multiple priorities in a fast-paced, collaborative environment
- Must be able to work regularly in the Poughkeepsie, New York office (not fully remote)
What We Do
Marshall+Sterling is a national independent insurance agency providing comprehensive services in business insurance, personal insurance, employee benefits, and wealth management. Founded in 1864, the firm helps businesses and individuals manage risk and plan for the future through professional risk management, loss control, and financial planning services across the United States and the U.S. Virgin Islands.
