Junior Data Conversion Analyst

This is a fully remote position, open to applicants in United States.

📋 Description

• Assist in data conversion projects related to the implementation of insurance brokerage systems, acquisitions, agency integrations, divestitures, platform migrations, and enterprise transformation efforts.

• Evaluate, analyze, and verify Employee Benefits and Property & Casualty brokerage data.

• Execute data mapping, transformation, cleansing, enrichment, normalization, profiling, validation, and reconciliation tasks.

• Compare data between source and target systems to detect missing, duplicate, inconsistent, incomplete, or inaccurately mapped records.

• Aid in data quality assessments, exception management, defect tracking, validation of business rules, and issue resolution.

• Collaborate with business users, agency stakeholders, operations teams, technology teams, implementation partners, and vendors.

• Support mock conversions, test migrations, user acceptance testing, production cutovers, post-load validation, reconciliation, and stabilization after conversion.

• Analyze source data from agency management systems, CRM platforms, accounting and billing systems, document repositories, carrier interfaces, and other brokerage applications.

• Maintain conversion plans, data readiness trackers, mapping documents, issue logs, validation checklists, remediation trackers, test results, business sign-offs, and status updates.

• Summarize conversion findings, risks, outstanding issues, validation outcomes, and recommendations.

• Identify risks, data gaps, downstream impacts, and operational issues affecting reporting, financial integrity, compliance, or continuity of client service.

• Adhere to conversion methodologies, governance standards, documentation practices, and escalation procedures.

• Facilitate business continuity and user adoption by ensuring that converted data aligns with operational workflows, reporting, client servicing, and compliance needs.

• Spot opportunities for enhancing conversion processes, data quality controls, testing methods, and documentation standards.

⛳️ Requirements

• A Bachelor’s degree or an equivalent combination of education and relevant professional experience.

• At least 3 years of experience in insurance brokerage operations, specifically in data conversion, data migration, systems implementation, platform consolidation, agency acquisition integration, business systems support, data analysis, or similar functions.

• Proven experience supporting intricate, cross-functional system implementation, migration, or integration projects.

• Familiarity with Employee Benefits and Property & Casualty (P&C) insurance brokerage operations, data structures, and workflows.

• Working knowledge of Employee Benefits processes and commercial lines and/or personal lines P&C workflows.

• Strong grasp of data mapping, profiling, cleansing, reconciliation, testing, validation, exception management, conversion governance, and data quality management practices.

• Capability to review source system data, identify discrepancies, document remediation needs, translate business requirements into conversion tasks, and formulate validation and testing processes.

• Experience in data validation, user acceptance testing (UAT), mock conversions, defect tracking, cutover readiness, post-conversion stabilization, and resolving issues.

• Practical experience with insurance brokerage platforms and associated technologies, including Applied Epic, AMS360, Vertafore products, Salesforce, benefits administration platforms, carrier portals, document management systems, commission/accounting systems, or similar solutions.

• Advanced skills in Microsoft Excel, including tasks such as data cleanup, filtering, lookups, pivot tables, reconciliation, exception tracking, and data analysis.

• Experience with Smartsheet is mandatory.

• Familiarity with reporting, analytics, and data management tools such as Power BI, SQL, Alteryx, Access, or similar platforms.

• Excellent analytical, organizational, documentation, communication, and problem-solving abilities.

• Ability to effectively collaborate with business leaders, operations teams, IT teams, vendors, implementation partners, and end users.

• Willingness to travel up to 15%.

• Ability to successfully pass a criminal background check, as allowed by law.

🏝️ 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

• Remote work flexibility