ReSource Pro

Conversion Analyst

ReSource Pro-SDU Operations - Remote - Full Time

Helix, a ReSource Pro company, is seeking a Conversion Analyst responsible for executing and overseeing the transition of agency management systems to new platforms, as well as system integrations. This role involves analyzing current systems, identifying areas for improvement, and working closely with internal teams and external vendors to ensure a smooth conversion process. This role will provide client support and project management throughout the conversion and/or integration process. Additionally, the role will be responsible for troubleshooting issues, conducting system testing, and documenting processes and procedures related to the conversion.

This is a remote position with minimal travel that can be based anywhere in the continental United States.

You will...
  • Collaborate with stakeholders to gather and prioritize requirements for the new agency management system and translate clearly into technical language to communicate clearly with the technical team.
  • Design and implement data transformation rules and logic to ensure accurate and consistent conversion of data.
  • Analyze data and identify potential issues or challenges in the conversion process.
  • Develop and implement strategies to ensure a smooth and successful conversion. Develop data mapping documents to define the relationship between source and target data elements.
  • Serve as the primary point of contact for clients during system conversion, addressing questions, concerns, and feedback in a timely and professional manner.
  • Conduct regular check-ins with clients to provide updates on conversion progress and gather feedback on user experience.
  • Monitor project progress, identify potential risks and issues and implement effective mitigation strategies.
  • Communicate project status includes updates and key milestones to stakeholders and senior leadership.

To be successful you need...
 
  • 10 years of experience in business analysis, data analysis and system conversions in the insurance agency and brokerage sector.
  • Proficiency in Insurance Agency Management systems such as AMS360, Sagitta, Applied Epic, Nexsure.
  • Strong analytical and problem-solving skills with the ability to critically evaluate information, identify trends and develop actionable insights and recommendations.
  • Excellent communication and interpersonal skills with the ability to collaborate effectively with cross-functional teams and stakeholders.

Your Compensation
Our salary ranges are based on paying competitively for our size and industry, and are one part of the total compensation package that also includes annual bonus eligibility, benefits, and other opportunities at ReSource Pro. Individual pay decisions are based on a number of factors, including qualifications for the role, experience level, skillset, geography, and balancing internal equity relative to other ReSource Pro employees. This is a remote position. The salary range for most locations for this role is $62,605-$105,947 The salary range could be lower or higher based on the specific geographic location in which the candidate resides.

Your Benefits & Perks
  • Eligible for all medical, dental, and vision benefits on Day 1
  • 401k with employer match, vested on Day 1
  • Generous PTO plan with paid holidays + floating holidays
  • Development and Growth opportunities
  • Opportunity to contribute to the future of a growing, global organization 
About Helix:
Helix Agency Services is a specialized provider of managed and professional services for independent insurance agencies and the broker marketplace. Helix improves Agency Experiences — AX — through enhanced business system strategy, execution, and support. We serve as a bridge between our customers and their vendor partners.

Our team has built careers working at all levels of insurance organizations. We see the big picture that eludes many consultants and systems integrators. And that’s why we’re better able to better help our customers improve processes, optimize technologies, while saving time and money.

About ReSource Pro:

Focused exclusively on the insurance industry, ReSource Pro is a trusted strategic operations partner to insurance organizations seeking to increase their productivity and profitability. With a global team of more than 10,000 employees, ReSource Pro operates at the critical intersection of people, process, technology, and data to serve more than 1,800 clients across the carrier, broker, and MGA segments – consistently earning a +96% client retention rate for over a decade. It offers expert advisory services, proven business process management optimization and transformative data and technology solutions. For the 15th time since 2009, it was recognized in 2024 by Inc. 5000 as one of the fastest growing companies in the US. 

Equal Employment Opportunity Policy

ReSource Pro provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

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