Transformation Analytics Specialist (Temporary Assignment until November 2026) (REMOTE) - AssuredPartners

The Transformation Analyst Specialist works with a team of Analytics Specialists for implementation of agency management system conversions from their original source system to the new platform.  Will work under the direction of the Transformation Analytics Manager, Transformation Analytics Coordinator, Transformation Analytics Sr. Specialists, and with Client Engagement Manager, Agency Engagement Leaders, Engagement Specialists, Agency Operations Lead, Agency Management vendors, 3rd party vendors, and AssuredPartners Project Managers to ensure a successful conversion process.

This is a temporary assignment - ending in November 2026.

• Work with the Transformation Analytics Sr. Specialists, Engagement Specialist, Project Manager, Vendor, Accounting, IT Departments, Training, and 3rd party systems as applicable to convert AssuredPartners Agency Management System data successfully and efficiently into the new destination system.
• Can execute either “full conversions”, meaning having the source systems as well as vendor involved who will do the data merge, as well as “manual conversions”, meaning prepare and upload templates or assist the project management team with coordination and plan with the local office on manual data entry. The use of templates, 3^rd party assistance, download, and/or local resources are considered.  Execute any data extractions to a 3^rd party, in the event of a book sale, for example.
• Collaborate with and assist agency employees before, during, and after conversion to maximize data integration and integrity. 
• Assists with developing and maintaining conversion templates and instructions for each type of agency. management system conversion as well as 3rd party systems to promote efficiencies in future conversions.
• Responsible for automated or manual conversions as assigned by Transformation Analytics Manager or Transformation Analytics Coordinator.
• Ensure manual import templates are prepared for import. Work with Agency Management System vendor on importing issues. Manually import templates into production system during system downtime.
• Collaborate with the engagement team on agency validations of data samples delivered pre go live.
• Assist Transformation Analytics Manager with training of Analytics team on conversion tasks.
• Collaborate with engagement specialist and project manager in pre conversion discovery and workflow sessions.
• Analyze agency information gathered by engagement team or during discovery sessions and determine impact to conversion.
• Prepare mapping files for agency review and vendor submission.
• Validate converted data to ensure data integrity.
• Troubleshoot issues and report issues to vendor.
• Work with IT department on special projects as assigned by the Transformation Analytics Manager or Transformation Analytics Coordinator.
• Ensure all deadlines of the conversion team are met and satisfied that are set by the Agency Management System Vendor and/or Management.
• Communicate with all partners respectfully and tactfully valuing everyone opinions.
• Demonstrates proficient knowledge in Agency Management System Reports, Configuration, and Microsoft Excel. Acts as a resource to management, production, and service staff when report needs arise.
• Working weekends may be occasionally required to assist with conversion weekend go live tasks, especially depending upon the complexity of the conversion.

To help you make the best decision for your personal growth, it’s important to us to share a glimpse of what we offer our top asset, our people:   

• Competitive base salary.
• Health benefit options with you in mind; 5 affordable medical plan options with rates based on your salary, company paid HSA contribution with eligible HSA plan selection, 2 dental plan options offering orthodontia coverage and 3 cleanings per year, and 2 vision plan options.    
• Company match 401(k) plan – 50% up to 6%!   
• Support of your fitness wellness goals! We offer up to 75% off at over 11,000 gyms and fitness centers.    
• Opportunity to prioritize your mental health with 24/7 access to licensed therapists.   
• Pet benefits & discounts.    
• Access to our Employee-led Resource Groups (ERGs) that lend a voice to the variety of demographics represented throughout our company.

• Bachelor's degree (B. A.) from four-year college or university and/or Minimum of 3 years insurance experience.
• Minimum of 3 years Agency Management System software experience, preferably with Applied and Vertafore products.

• Minimum of 3 years of data conversion experience, proficiency in various Microsoft applications, Advanced Word, Excel, PowerPoint, Power BI, and knowledge of database concepts and software.  Ability to write basic SQL queries preferred.

• Valid Insurance License preferred

• Working weekends will be occasionally required to assist with conversion weekend go live tasks, especially depending upon the complexity of the conversion. Go Live weekend work consists of some Friday night work (2-3 hours) and Saturday morning/early afternoon. Usually 4-5 hours.  If there are conversion issues, work is required until issues are resolved.  The weekend work is in addition to the 40 hour work week.  Flex time will be provided for the additional hours worked.

• Travel is required for pre and post conversion meetings as applicable.  Potential could be up to 25% with this position.