Transformation Analytics Specialist

3 days ago

Orlando, Florida, United States AssuredPartners Full time
Overview

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.

What You'll Do
  • 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, 3rd party assistance, download, and/or local resources are considered. Execute any data extractions to a 3rd 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.
What's in it For You?

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.
  • 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 our company.
What You'll Need
  • 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.
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

  • Transformation Analytics Senior Specialist

    3 days ago

    Orlando, Florida, United States AssuredPartners Full time

    Overview The Transformation Analytics Sr. Specialist (EB Focus) works with a team of Analytics Specialist 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 and with Implementation Manager, Implementation Specialist, Agency...

  • Transformation Analytics Lead

    3 days ago

    Orlando, Florida, United States AssuredPartners Full time

    Overview The Transformation Analytics Team Lead is responsible for representing the data analytics specialist team during the conversion process, acting as the liaison between the Transformation Analytics Manager, analytics and engagement teams and vendors. Responsible for executing all agency management system conversions from their original source system...

  • Financial Transformation

    1 month ago

    Orlando, Florida, United States Lockheed Martin Full time

    Job ID: 666422BR Date posted: May15, 2024 Program: 1LMX Description:Must be located near a Lockheed Martin Missiles and Fire Control facility.Exciting opportunity to join our Lockheed Martin Missiles & Fire Control's Finance & Business Operations (F&BO) Functional Transformation team This role will be a key part of an empowered team charted with transforming...

  • Financial Transformation

    4 weeks ago

    Orlando, Florida, United States Lockheed Martin Full time

    Job ID: 666422BR Date posted: May15, 2024 Program: 1LMX Description:Must be located near a Lockheed Martin Missiles and Fire Control facility.Exciting opportunity to join our Lockheed Martin Missiles & Fire Control's Finance & Business Operations (F&BO) Functional Transformation team This role will be a key part of an empowered team charted with transforming...

  • Sr Advanced Analytics Analyst

    1 week ago

    Orlando, Florida, United States Alpha Consulting Full time

    Job Title: Sr Advanced Analytics Analyst Job ID: 12903 Location: Virtual Florida Remote) Duration: 7 Months Contract Pay range - $50 - $55/hr on W2 Job Description What are the top 3 things you are looking for in a candidates experience: Must be self-starter, fast leaner and curious. The learning curve is steep. Must have solid SQL skills. This job will...

  • Sr. Manager HR Data and Analytics

    4 weeks ago

    Orlando, Florida, United States Marriott Vacations Worldwide Full time

    Are you ready to grow your dream career while making others' vacation dreams come true? Marriott Vacations Worldwide is a world premier organization for Vacation Ownership with resorts at destinations around the globe. Join our team and help deliver unforgettable experiences that make vacation dreams come true.Job SummaryThe Sr. Manager HR Data and Analytics...

  • Sr. Manager HR Data and Analytics

    4 weeks ago

    Orlando, Florida, United States Marriott Vacations Worldwide Full time

    Are you ready to grow your dream career while making others' vacation dreams come true? Marriott Vacations Worldwide is a world premier organization for Vacation Ownership with resorts at destinations around the globe. Join our team and help deliver unforgettable experiences that make vacation dreams come true.Job SummaryThe Sr. Manager HR Data and Analytics...

  • Strategy and Analytics

    3 days ago

    Orlando, Florida, United States teamworkonline Full time

    About Orlando City and Orlando Pride: With two major professional teams, Orlando City and Orlando Pride, the Orlando City Soccer Club (OCSC) has established itself as one of the preeminent Clubs in professional soccer. Orlando City joined Major League Soccer (MLS) as the league's 21st franchise in November 2013, becoming the first MLS team in the...

  • Digital Experiences Specialist

    1 week ago

    Orlando, Florida, United States Boundless Learning Full time

    At Boundless Learning, we are empowering our partners to deliver exceptional experiences that expand opportunities for learners around the world. We put learner success at the heart of everything we do, empowering our partners to deliver personalized, learner-centric experiences that boost access and create economic mobility. At Boundless Learning you'll...

  • Vice President, Metrics and Analytics

    1 week ago

    Orlando, Florida, United States Bank of New York Mellon Corporation Full time

    Bring your ideas. Make history.BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the "bank of banks" - 97% of the world's top banks work...

  • Compliance Director, Fair Lending Analytics

    2 months ago

    Orlando, Florida, United States Charles Schwab & Co, Inc Full time

    Your opportunityAt Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.In Compliance, we help our business partners achieve their strategic priorities by promoting principles and practices that build client trust...

  • Compliance Director, Fair Lending Analytics

    4 weeks ago

    Orlando, Florida, United States Charles Schwab & Co, Inc Full time

    Your opportunityAt Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.In Compliance, we help our business partners achieve their strategic priorities by promoting principles and practices that build client trust...

  • Supervision Oversight, Senior Specialist

    3 weeks ago

    Orlando, Florida, United States Charles Schwab & Co, Inc Full time

    Your opportunityAt Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.Advisor Services (AS) is the leading provider of custodial, trading, technology, and practice management to registered independent advisory...

  • Hematology Clinical Account Specialist

    4 weeks ago

    Orlando, Florida, United States AbbVie Full time

    Company DescriptionAbbVie's mission is to discover and deliver innovative medicines and solutions that solve serious health issues today and address the medical challenges of tomorrow. We strive to have a remarkable impact on people's lives across several key therapeutic areas – immunology, oncology, neuroscience, and eye care – and products and services...

  • Director, Tax Planning Specialist

    4 weeks ago

    Orlando, Florida, United States Charles Schwab & Co, Inc Full time

    Your opportunityAt Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. Schwab's Wealth & Advice Solutions (WAS) organization offers industry-leading wealth management services. The team is responsible for Schwab's...

  • Director, Tax Planning Specialist

    1 month ago

    Orlando, Florida, United States Charles Schwab & Co, Inc Full time

    Your opportunityAt Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. Schwab's Wealth & Advice Solutions (WAS) organization offers industry-leading wealth management services. The team is responsible for Schwab's...

  • Digital Travel and Marketing Specialist

    1 week ago

    Orlando, Florida, United States Newport Associates Full time

    Job Description: Remote Digital Travel and Marketing SpecialistAre you passionate about travel and ready to turn your love for adventure into a fulfilling career? Join us as a Remote Digital Travel and Marketing Specialist, where you'll embark on a virtual business opportunity that caters to travel lovers who are enthusiastic about helping others explore the...

  • QC Specialist for Mechanical

    1 week ago

    Orlando, Florida, United States Perpetual Labor Sourcing LLC Full time

    Job Title: Quality Control Specialist for Mechanical and Plumbing SystemsCompany: United Trades of AmericaLocation: Orlando, FLPosition Summary:United Trades of America is looking for a Quality Control Specialist with a strong background in mechanical and plumbing systems. This role involves ensuring that all installations meet the highest quality standards...

  • business office specialist

    1 week ago

    Orlando, Florida, United States Aspire Health Partners Full time

    Business Office Specialist Who are we? For over fifty years, Aspire Health Partners, has been one of the leading non-profit behavioral health companies in the Southeast. Serving nearly 40,000 clients per year, with locations in six Central Florida counties and currently expanding into Hinesville, Georgia Aspire has delivered state-of-the-art behavioral...

  • Probation Intake Specialist

    1 week ago

    Orlando, Florida, United States Bridges International Full time

    Job DescriptionPosition: Probation Intake SpecialistCompany: Bridges of Florida - Orlando, FLSUMMARY:The Probation Intake Specialist ensures efficient oversight and follow-up on referrals provided by stakeholders. This role involves coordinating the intake process for clients into Bridges International's Level II Residential Programs.ESSENTIAL DUTIES:-...