Conversion Analyst

Summary

Join Helix, a ReSource Pro company, as a Conversion Analyst responsible for executing and overseeing the transition of agency management systems to new platforms, analyzing current systems, identifying areas for improvement, and working closely with internal teams and external vendors to ensure a smooth conversion process.

Requirements

• 10 years of experience in business analysis, data analysis and system conversions in the insurance agency and brokerage sector
• Proficiency in Insurance Agency Management systems such as AMS360, Sagitta, Applied Epic, Nexsure
• Strong analytical and problem-solving skills with the ability to critically evaluate information, identify trends and develop actionable insights and recommendations
• Excellent communication and interpersonal skills with the ability to collaborate effectively with cross-functional teams and stakeholders

Responsibilities

• Collaborate with stakeholders to gather and prioritize requirements for the new agency management system
• Design and implement data transformation rules and logic to ensure accurate and consistent conversion of data
• Analyze data and identify potential issues or challenges in the conversion process
• Develop and implement strategies to ensure a smooth and successful conversion
• Develop data mapping documents to define the relationship between source and target data elements
• Serve as the primary point of contact for clients during system conversion, addressing questions, concerns, and feedback in a timely and professional manner
• Conduct regular check-ins with clients to provide updates on conversion progress and gather feedback on user experience
• Monitor project progress, identify potential risks and issues and implement effective mitigation strategies
• Communicate project status includes updates and key milestones to stakeholders and senior leadership

Benefits

• Eligible for all medical, dental, and vision benefits on Day 1
• 401k with employer match, vested on Day 1
• Generous PTO plan with paid holidays + floating holidays