Data Conversion Analyst

About the Role

Key Responsibilities

• Obtain data from source systems in various different formats.
• Format the data into a standard template, often using Microsoft Excel, Microsoft SQL, Alteryx or other analytics applications.
• Collaborate with the agency and/or Project leads to facilitate cleanup and complete mapping/translating the data from source to destination.
• Assist with the preparation and formatting of Carrier and Employee lists for discussions with the agency, finalize information for mappings, and configuration setup in the agency management system.
• Attend on-site events with the agency during specific points in the implementation process, if required.
• Validate data using reports and conversion tools to identify issues or need for cleanup.
• Facilitate data reviews to ensure on-time completion and data quality.
• Track conversion issues to ensure they are reported, fixed, and validated.
• Collaborate with the development team on tooling requirements for conversion projects.
• Ensure various milestones are met in accordance with the project plan and timeline.

Requirements

• 2-3 years Brokerage / Insurance Agency Management System experience.
• A Bachelor's degree or higher.
• Ability to travel up to 20%.
• Occasional after hours and weekend work.
• Advanced Microsoft Excel skills including lookups, formulas, and pivot tables.
• Strong analytical skills and creative problem-solving capabilities.
• Self-motivated with the ability to drive tasks to completion without major oversight.
• Ability to take on a variety of projects and adapt to changing business needs.
• Professional presentation skills and strong interpersonal skills.
• High attention to detail and ability to consider tasks from multiple angles to produce robust analyses.

Nice to Have

• Alteryx experience.
• Microsoft SQL Server experience.
• Experience with conversion of data from one system to another.
• Prior involvement with a large organization's system implementation.
• Reside within the East Coast time zone.

Qualifications

• Bachelor's degree or higher.

Benefits & Perks

• Competitive salary ranging from $85,000 to $100,000.
• Paid holidays and paid time off.
• 401(k) with match.
• Exclusive discount programs.
• Health & wellness programs.