Business Implementation Analyst
3 weeks ago
About Acrisure
:Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more.
Acrisure employs over 17,000 entrepreneurial colleagues in 21 countries and have grown from $38 million to $4.3 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win.
Job Summary:
The Business Implementation Analyst will be responsible for overseeing the execution of the end-to-end client implementation process utilizing project management structure to ensure that the customer relationship database transitions to Acrisure Advantage Services (AAS).
This role will be responsible for the education, quality, automation, conformance, access and auditing of data stored in the Epic database, as well as managing custom data conversions. This role will build and maintain collaborative working relationships with Acrisure Advantage Services stakeholders, promoting the services and tools to manage the client.
Essential Duties and Responsibilities:
Coordinate internal & external team members to onboard participating Agency Partners Book of Businesses to AAS, according to established business processes
Utilize Monday.com to track project plans
Client data transition synchronization guidance
Facilitate kick-off presentations to provide an overview of the AAS team, the transfer process and next steps
Send the data to the internal IT team to build the structure for each group
Ensure the data file is built in EASE and Suvaun
Rely on technology and automation to handle the volume of work
Maintain meticulous notes on the projects to keep others aware
Connect with the Regulatory Affairs team to start the BOR change process
Perform an audit to ensure data accuracy
Send out welcome letters to the groups
Ensure a smooth transition to the Account Manager
Recommend changes to current processes or procedures based on data analysis to improve efficiencies
Develop reports that summarize findings and recommendations based on statistical analysis of data
Utilize tactfulness to manage sensitive relationships
Collaborate with IT staff to develop solutions to improve efficiency and accuracy in current workflows and processes
Use data mining and analysis tools to identify trends in customer behavior or usage patterns to make business decisions
Provide ongoing education and consultation to participating organizations that utilize AAS
Maintain customer information in Agency Management System (AMS)
Perform other duties as assigned by management
Education/Experience:
Bachelor’s degree from four-year College or university; two years of related experience and/or training preferred
1-2 years of Applied Epic experience
1-2 years of insurance industry experience; employee benefits experience preferred
1-2 years of project management experience preferred
Advanced Microsoft Excel skills including proficiency in leveraging formulas such as v-lookup and creating pivot tables
Experience gathering requirements from a client/business, and providing clear documentation/communication
Requirements:
Excellent analytical and technical skills with the ability to problem solve and implement solutions
Must have a process improvement mindset
Technical writing skills to communicate efficiently to all audiences
Professional, organized, and strong communicator. Must be able to communicate ideas, concepts, and strategies to all levels of the organization.
Attention to detail and commitment to a high degree of accuracy
Able to conform to shifting priorities, demands and timelines through analytical and problem-solving capabilities
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