Junior Data Conversion Analyst

🔥 0 minutes ago

🇺🇸 United States – Remote

⏰ Full Time

🟢 Junior

📊 Conversion Rate Optimizer (CRO)

👻 Ghost score 10%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Keystone Agency Partners

WebsiteLinkedInAll Job Openings

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

• Support data conversion initiatives related to insurance brokerage system implementations, acquisitions, agency integrations, divestitures, platform migrations, and enterprise transformation programs • Review, analyze, and validate Employee Benefits and Property & Casualty brokerage data • Perform data mapping, transformation, cleansing, enrichment, normalization, profiling, validation, and reconciliation activities • Compare source and target system data to identify missing, duplicate, inconsistent, incomplete, or incorrectly mapped records • Support data quality reviews, exception management, defect tracking, business rule validation, and issue resolution • Partner with business users, agency stakeholders, operations teams, technology teams, implementation partners, and vendors • Assist with mock conversions, test migrations, user acceptance testing, production cutovers, post-load validation, reconciliation, and post-conversion stabilization • 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 • Prepare summaries of conversion findings, risks, open issues, validation results, and recommendations • Identify risks, data gaps, downstream impacts, and operational concerns affecting reporting, financial integrity, compliance, or client service continuity • Follow conversion methodologies, governance standards, documentation practices, and escalation procedures • Support business continuity and user adoption by ensuring converted data supports operational workflows, reporting, client servicing, and compliance • Identify opportunities to improve conversion processes, data quality controls, testing approaches, and documentation standards

🎯 Requirements

• Bachelor’s degree or an equivalent combination of education and relevant professional experience • Minimum of 3 years of insurance brokerage operations experience supporting data conversion, data migration, systems implementation, platform consolidation, agency acquisition integration, business systems support, data analysis, or related functions • Experience supporting complex, cross-functional system implementation, migration, or integration initiatives • Knowledge of Employee Benefits and Property & Casualty (P&C) insurance brokerage operations, data structures, and workflows • Working knowledge of Employee Benefits workflows and commercial lines and/or personal lines P&C workflows • Strong understanding of data mapping, profiling, cleansing, reconciliation, testing, validation, exception management, conversion governance, and data quality management practices • Ability to review source-system data, identify inconsistencies, document remediation requirements, translate business requirements into conversion tasks, and develop validation and testing procedures • Experience supporting data validation, user acceptance testing (UAT), mock conversions, defect tracking, cutover readiness, post-conversion stabilization, and issue resolution activities • Hands-on experience with insurance brokerage platforms and related technologies, including Applied Epic, AMS360, Vertafore products, Salesforce, benefits administration platforms, carrier portals, document management systems, commission/accounting systems, or similar solutions • Advanced proficiency in Microsoft Excel, including data cleanup, filtering, lookups, pivot tables, reconciliation, exception tracking, and data analysis • Experience with Smartsheet required • Exposure to reporting, analytics, and data management tools such as Power BI, SQL, Alteryx, Access, or similar platforms • Strong analytical, organizational, documentation, communication, and problem-solving skills • Ability to collaborate effectively with business leaders, operations teams, IT teams, vendors, implementation partners, and end users • 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