Engagement Specialist, Transformation

2 months ago


Orlando, Florida, United States AssuredPartners Full time
Overview

The Engagement Specialist will work under the direction of the Client Engagement Manager, works closely with Regions/Agencies during the conversion process, to understand their current state to provide support post conversion. Works closely with Training Manager, Project Management, Product Management and Data Team to ensure the agency is on target to meet all conversion deadlines.

This is a temporary assignment - ending in November 2026.

What You'll Do
  • Assist in pre-conversion discovery sessions with Region/Agencies
  • Formulate analysis and prepare discovery findings identifying all areas that must be acted upon
  • Obtain an understanding of the agencies current processes and procedures to performs a gap analysis between AP Corporate system workflows providing documentation prior to go live of all changes/differences.
  • Provide Go Live onsite support to the converting agencies.
  • Responsible for supporting all end user post conversion questions, guidance, workflows, troubleshooting, etc.
  • Provide guidance to the Regions/Offices during conversions.
  • Assist with agency data validation of conversions, completing the spreadsheets, reviewing what is returned by the agency. Research to determine valid issues to report to the data lead for review and submission. Train the agency on data validations.
  • Assist the agency/region with the Conversion Cleanup efforts.
  • Help with carriers during the pre-conversion.
  • Demonstrates proficient working knowledge of day- to- day insurance business processes/workflows. Ability to relate the business processes to system workflows.
  • Assist the agency employees before, during, and after conversion to maximize data integrity, processes, and procedures.
  • Provide support to agencies impacted by attrition due to conversion change management.
  • Additional duties as necessary.
What's in it For You?
  • Competitive base salary
  • Generous 30+ Days Comprehensive Paid Time Off Package inclusive of Paid Time Off, 10 Company Holidays, 2 Floating Holidays, 5 Sick Days, and 2 Volunteer Days
  • 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 AssuredPartners
What You'll Need
  • Minimum of 4 years insurance retail agency experience; Proficient in day-to-day Insurance business and workflow processes; 4 years experience with agency management systems.
  • Minimum of 4 years of Agency Management System software experience, internet software, spreadsheet software and word processing software experience.
  • Application and data support experience preferred.
  • Travel may be required to branch locations for initial and ongoing training where virtual is not an option. Potential could be up to 50% with this position.
  • Valid Property and Casualty Insurance License preferred.
Grow, with us

AssuredPartners is committed to embracing diversity, equity and inclusion to create a workplace that welcomes and thrives on the unique experiences, perspectives and contributions of all team members. AssuredPartners is bringing the best people and most diverse talent forward to drive growth, innovate and think bigger



  • Orlando, Florida, United States Bayside Promotions Full time

    Job OverviewWe are a dynamic business consulting organization seeking a skilled individual to elevate our operations. Our objective is to enhance the growth of our partners through creative marketing initiatives and unique brand strategies that distinguish us from our competitors. As a full-time Marketing Engagement Specialist, you will gain insights into...


  • Orlando, Florida, United States M. Coast Full time

    Position OverviewM. Coast is committed to providing an exceptional client experience that stands out in the industry. We unite innovative products and solutions to empower businesses in establishing, managing, and enhancing their brand presence. We are currently on the lookout for a motivated and enthusiastic individual to join our team as a Customer...


  • Orlando, Florida, United States TCC Wireless Full time

    Customer Engagement SpecialistJOB OVERVIEWFull-Time Customer Engagement SpecialistT-Mobile Premium Retailer - TCC WirelessCompensation up to $20+/hourBase salary plus commissionThe Customer Engagement Specialist is essential in linking customers with the T-Mobile brand. As a member of the TCC Wireless team, you will be tasked with providing outstanding...


  • Orlando, Florida, United States Bloomingdale's Full time

    Job OverviewThe primary role of the Bloomingdale's Client Specialist is to enhance sales within their assigned area, brand, or category. This is achieved through exceptional service and in-depth product knowledge, ensuring an engaging merchandise presentation, developing personal client relationships, and providing education to fellow team members. The...

  • Change Manager

    1 week ago


    Orlando, Florida, United States North Highland Full time

    About the RoleWe are seeking a highly skilled Change Manager - ERP to join our team at North Highland. As a key member of our organization, you will be responsible for leading and implementing change management initiatives to drive business transformation.Key ResponsibilitiesAssess and develop communication narratives to ensure effective stakeholder...


  • Orlando, Florida, United States Janie and Jack LLC Full time

    Join Our Team as a Customer Engagement SpecialistAt Janie and Jack LLC, our Customer Engagement Specialists are celebrated for their unique flair, friendly demeanor, and deep connection with our clientele. They are committed to delivering tailored experiences and expert styling insights, fostering genuine relationships with every customer. Our team embraces...


  • Orlando, Florida, United States M. Coast Full time

    Position OverviewThe Community Engagement Specialist will focus on developing and implementing outreach initiatives designed to connect with local populations, enhancing the brand experience in alignment with the community's unique characteristics.Our Community Engagement Specialists are dedicated public advocates known for their integrity and commitment to...


  • Orlando, Florida, United States Business Development Firm Full time

    We are a dynamic organization focused on enhancing client interactions and fostering strong relationships. Our expertise spans various domains including customer service, business growth, sales, and marketing. We pride ourselves on our unique approach that emphasizes the importance of personal connections in building trust and rapport. We are eager to...


  • Orlando, Florida, United States SiteRx Full time

    Job SummaryWe are seeking a highly motivated and compassionate Patient Success Specialist to join our team at SiteRx. As a Patient Success Specialist, you will play a critical role in guiding patients through their understanding of clinical research, connecting them to research sites, and providing individualized support to facilitate their participation in...


  • Orlando, Florida, United States Access Information Management Full time

    About the RoleWe are seeking a highly skilled Sales Transformation Manager to join our team at Access Information Management. As a key member of our organization, you will play a pivotal role in driving significant organizational changes that align with our strategic business goals.Key ResponsibilitiesStrategic Planning and Execution: Develop and implement...


  • Orlando, Florida, United States HealthCare Support Full time

    Job OverviewPosition: Community Engagement Specialist - FieldHealthCare Support is currently seeking a Community Engagement Specialist – Field to join our team.Key Responsibilities:Facilitate program enhancement by utilizing best practices and gathering direct feedback on program experiences.Conduct outcome assessments, including outreach efforts,...


  • Orlando, Florida, United States M. Coast Enterprise Full time

    About M. Coast Enterprise:M. Coast Enterprise is a premier provider of cutting-edge solutions designed to assist businesses in enhancing their brand presence and improving client interactions.Position: Customer Engagement SpecialistKey Responsibilities:- Interact with prospective clients to inform them about the company's offerings- Foster robust...


  • Orlando, Florida, United States Bloomingdale's Full time

    Job OverviewThe primary focus of the Bloomingdale's Client Specialist is to enhance sales within their assigned area or brand. This is achieved through exceptional service and extensive product knowledge, ensuring an appealing merchandise display, fostering personal client relationships, and mentoring fellow team members. The Client Specialist is...


  • Orlando, Florida, United States ESI Management Full time

    Position OverviewIn the realm of hospitality, the consumer's satisfaction is paramount, and our organization embodies this principle. As a Customer Experience Specialist, you will play a crucial role in enhancing community engagement by promoting our diverse range of products and services, ultimately boosting brand visibility and sales performance for our...

  • Change Manager

    1 week ago


    Orlando, Florida, United States North Highland Full time

    About the RoleWe are seeking a highly skilled Change Manager - ERP to join our team at North Highland. As a key member of our organization, you will be responsible for leading and implementing change management initiatives to drive business transformation.Key ResponsibilitiesAssess and develop communication narratives to ensure effective stakeholder...


  • Orlando, Florida, United States Bloomingdale's Full time

    Overview:The primary role of the Bloomingdale's Client Specialist is to enhance sales within their assigned area or brand. This is achieved through exceptional customer service, in-depth product knowledge, and maintaining an attractive merchandise display. Building personal relationships with clients and educating fellow team members are also key...


  • Orlando, Florida, United States Apple Full time

    Job OverviewAs a Customer Engagement Specialist, you excel at identifying and addressing the needs of customers, providing them with insightful solutions. You are the initial point of contact for customers, guiding them through their journey — offering advice, facilitating sales, and assisting with the setup of their new devices. In addition to these...


  • Orlando, Florida, United States Universal Studios Full time

    POSITION SUMMARY:The Customer Engagement Specialist is tasked with delivering exceptional service to all guests by operating in a dynamic phone-based environment. This role involves managing sales and customer inquiries, including processing orders for various Universal Studios products and services.This position handles incoming calls to address a range of...


  • Orlando, Florida, United States Bloomingdale's Full time

    Overview:The primary role of the Client Specialist at Bloomingdale's is to enhance sales within their assigned area, brand, or category. This is achieved through exceptional service and in-depth product knowledge, ensuring an engaging merchandise presentation, developing personal customer relationships, and providing education to fellow team members.Key...


  • Orlando, Florida, United States Biller Genie Full time

    Join Our Team as a Subscriber Success SpecialistWe are seeking a motivated and enthusiastic Subscriber Success Specialist to enhance our team at Biller Genie.In this role, you will be pivotal in fostering relationships with our subscriber accounts through various communication channels including cases, emails, chats, and phone interactions. Your primary...