Develop comprehensive data conversion strategies aligned with business objectives and market trends;
Collaborate with stakeholders to define data and document conversion goals, KPIs, and success metrics
Contribute to the development of strategic initiatives to drive business growth, expand service offerings, and increase profitability
Lead overall management of conversion initiatives including planning, resource allocation, timeline management, and execution
Monitor and track progress of conversion initiatives, identifying and addressing any potential roadblocks or issues
Oversee the execution of conversion projects, ensuring adherence to quality standards and best practices
Provide regular updates and reports to senior management on the status and progress of conversion initiatives
Conduct post-conversion reviews and analysis to identify areas for improvement and implement corrective actions as needed
Lead the product development process including defining product requirements, creating wireframes and prototypes, and collaborating with engineering teams to deliver high quality products on time and within budget;
Act as the primary point of contact for all product-related inquiries and decisions
Collaborate with cross-functional teams, both internally (Marketing, Sales, Software Engineering) and externally (clients, Business Applications Team, IT team) to ensure alignment of data conversion efforts with overarching business strategies
Provide mentorship and guidance to team members on best practices in AMS conversion and administration;
Provide training to new team members
Stay up-to-date on trends and best practices in AMS administration and data conversion
Champion a culture of continuous improvement and innovation;
Proactively seek new opportunities and methodologies to enhance conversion strategies and drive business growth

Requirements

Bachelor's Degree in a Technology-related field
15+ years' of experience in technology consulting with a focus on Insurance Agency Management Systems
Master of Insurance Agency Management Systems such as AMS360, BenefitPoint, Sagitta, Applied Epic, HawkSoft, ExLynx, TAM, etc.
Project Management Professional (PMP) or Certified Business Analyst Professional (CBAP) certifications are a plus
Strong technical skills in software development and system integration
Excellent organizational and time management skills with the ability to prioritize tasks and meet deadlines in a fast-paced environment
Strong analytical and problem-solving skills with the ability to critically evaluate information, identify trends, and develop actionable insights and recommendations
Understanding of document management principles, file formats, and data integrity standards
Proficient in SQL and collaboration platforms such as Microsoft Teams
Experience with data migration tools, platforms, and ETL process

Benefits

Generous PTO plan with paid holidays + floating holidays
100% paid Employee Healthcare on Day 1
Eligible for all medical, dental, and vision benefits on Day 1
401k with employer match, vested on Day 1
Opportunity to work for a growing, global organization.
Ability to engage with clients and internal partners to make an impact.
Organization-wide focus on growth and development

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

data conversion strategiesdata migration toolsETL processSQLsoftware developmentsystem integrationdocument management principlesdata integrity standardswireframesprototypes

Soft Skills

organizational skillstime managementanalytical skillsproblem-solving skillsmentorshipcommunicationcollaborationleadershipcontinuous improvementinnovation

Certifications

Project Management Professional (PMP)Certified Business Analyst Professional (CBAP)