Remote Data Conversion Analyst - Enterprise Insurance

Keystone Agency Partners (KAP); United States; Remote; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health Insurance

401(k) with Safe Harbor Match

Paid Time Off

Paid Holidays

Dental Insurance

Vision Insurance

Job summary

Keystone seeks a Junior Enterprise Data Conversion Analyst to support data conversion, migration, validation, reconciliation, and stabilization across Employee Benefits and P&C brokerage data.

This role partners with conversion leads, business partners, technology teams, and vendors during acquisitions, agency integrations, and platform migrations to ensure converted data is accurate, complete, and aligned with reporting and compliance needs.

Qualifications

• Bachelor's degree or equivalent.
• 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, including clients, policies, carriers, producers, commissions, billing, certificates, enrollment, eligibility, census, activities, attachments, documents, and financial transactions.
• Working knowledge of Employee Benefits workflows and commercial/personal P&C workflows, including renewals, enrollments, eligibility, census, servicing, endorsements, and carrier submissions.
• Strong understanding of data mapping, profiling, cleansing, reconciliation, testing, validation, exception management, and governance.
• Ability to review source-system data, identify inconsistencies, translate requirements into conversion tasks, and develop validation procedures.
• Experience with data validation, UAT, mock conversions, defect tracking, cutover readiness, and post-conversion stabilization.
• Hands-on experience with insurance brokerage platforms and related technologies (Applied Epic, AMS360, Vertafore, Salesforce).
• Advanced proficiency in Excel; Smartsheet experience.
• Exposure to Power BI, SQL, Alteryx, Access or similar tools.
• Strong analytical, organizational, documentation, communication, and problem-solving skills.
• Proven ability to collaborate with leaders, operations, IT, vendors, and end users.
• Experience in multi-location or acquisitive brokerage environments; travel up to 15%.

Responsibilities

• Support data conversion initiatives related to system implementations, acquisitions, agency integrations, platform migrations, and transformation programs.
• Review and validate EB and P&C data including clients, accounts, policies, coverages, carriers, producers, commissions, billing, claims, enrollment, eligibility, census, and documents.
• Perform mapping, cleansing, enrichment, normalization, profiling, validation, and reconciliation for migration readiness.
• Identify missing or mismapped records and document remediation requirements.
• Support data quality reviews, defect tracking, and validation throughout the conversion lifecycle.
• Collaborate with business users, agency stakeholders, operations, IT, and vendors to gather requirements and resolve data issues.
• Assist with mock conversions, test migrations, UAT, production cutovers, post-load validation, and stabilization.
• Analyze data from agency management systems, CRM, billing systems, and carrier interfaces.
• Maintain project documentation including plans, data readiness trackers, and status updates.
• Summarize findings, risks, and remediation actions for leadership.
• Identify risks and data gaps that could affect reporting or compliance.
• Follow conversion governance and documentation standards.

Skills

Data analysis

Attention to detail

Communication

Education

Bachelor's degree or equivalent

Tools

Applied Epic

AMS360

Vertafore

Salesforce

Document management systems

Job description

Keystone seeks a Junior Enterprise Data Conversion Analyst to support data conversion, migration, validation, reconciliation, and stabilization across Employee Benefits and P&C brokerage data.

This role partners with conversion leads, business partners, technology teams, and vendors during acquisitions, agency integrations, and platform migrations to ensure converted data is accurate, complete, and aligned with reporting and compliance needs.