Download Support Analyst

🕒 September 9

🇺🇸 United States – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

📞 Support Engineer

👻 Ghost score 10%

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Logo of Keystone Agency Partners

Keystone Agency Partners

1001 - 5000 employees

Founded 2020

🛡️ Insurance

💸 Finance

🤝 B2B

💰 Private Equity Round on 2023-01

Insurance • Finance • B2B

Keystone Agency Partners is a rapidly growing insurance brokerage platform that acquires and partners with independent insurance agencies throughout the United States. The company provides best-in-class services and capital investment to unlock potential and drive profitable growth for its partner agencies. Keystone Agency Partners supports independent insurance agencies by allowing them to maintain their brand identity while benefiting from enhanced resources and strategic support, thereby enabling them to achieve their financial goals and envisioned future.

📋 Description

• Monitor daily carrier download activity and identify failed, missing, delayed, or incomplete download transactions • Process suspense queues and resolve download exceptions according to enterprise procedures and service level expectations • Research and troubleshoot carrier download issues • Escalate complex connectivity or system issues to the Enterprise Download Manager, carriers, IVANS, or technology partners • Support download testing, validation, cutover, and post-conversion stabilization for agency management system conversions and acquired books of business • Maintain documentation of download issues, resolutions, carrier setup requirements, and process updates • Assist business teams with carrier download workflow, suspense handling, and download best practices • Track recurring issues and exception trends to support process improvement, automation, and enterprise download standardization • Report to the Enterprise Download Manager

🎯 Requirements

• Minimum of 4 years of insurance operations experience with expertise in carrier download and agency management systems • Hands-on experience with Applied Epic and Microsoft Office Suite required • Deep knowledge of IVANS connectivity and policy, claims, commissions, and eDocs download processes • Proven ability to manage cross-functional projects and collaborate with carriers, technology teams, and business stakeholders • Strong analytical, communication, and problem-solving skills • Ability to travel up to 15% • Ability to pass a criminal background check, as permitted 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

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