Employee Benefits Data Conversion Analyst (Remote)
Patriot Growth Insurance Services - fort washington, PA
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About Patriot Growth Insurance Services : Founded in 2019, Patriot is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. Patriot is ranked as the 24th largest broker in the U.S. by Business Insurance and has been named to the 2023 Inc. 5000 list of fastest-growing companies. With more than 2,000 employees operating in over 161 locations across 47 states, Patriot's collaborative model delivers resources and strategic support to its agencies. Patriot creates true alignment with its partner agencies, and its operating philosophy fosters enhanced career opportunities for its dedicated and professional team. We are committed to working with like-minded individuals who share our vision of creating an insurance agency focused on operational excellence and a relentless pursuit of growth. Position Overview : We are seeking an experienced Data Conversion Analyst to support the conversion of data from legacy operating systems to our Patriot Growth employee benefits agency management system, BenefitPoint. Professional Responsibilities: Obtain data from source systems in various formats and be able to format the data into a standard template, often using Microsoft Excel or Microsoft SQL Validate data using various reports and conversion tools to determine conversion issues and areas of cleanup Assist in the preparation of mapping lists including carrier, employees, and plan types Lead data reviews with agency to ensure completeness of conversion and data quality Manage work assignments on a specific timeline and ensure milestones are met in accordance with the project plan. Identify and then track to resolution any conversion issues discovered Collaborate with the development team on tooling requirements for conversion projects Meet with agency personnel during implementation process to provide recommendations that lead to a successful data conversion Qualifications and Requirements: A Bachelor of Science degree in a business or technology related field 3+ years of relevant work experience with insurance agency management Prior involvement with the implementation of an insurance operating system Advanced usage of Microsoft Excel tools including pivot tables, formulas, and lookups Ability to extract data from Excel or SQL programs Prior work experience with conversion of data from one operating system to another Excellent interpersonal and communication skills (both written and oral) Ability to multitask, complete tasks within expected deadlines, adapt to change Strong analytical skills and able to work independently Ability to travel as much as 20% throughout the year Authorized to work in the U.S. without sponsorship now and in the future Why Patriot Growth Insurance Services: We offer the opportunity to be a part of one of the fastest-growing insurance companies since its inception. We strive to create a flexible and collaborative environment for our employees, and our goal is to provide enhanced career opportunities for our dedicated and professional team. In addition to a competitive salary, we provide a comprehensive health and welfare program to employees, family members and domestic partners. Employees are eligible for benefits coverage the first of the month following 30 days of employment. We offer: Medical, Dental, and Vision Benefits Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs Company paid Short-Term Disability, Long-Term Disability and Group Term Life Company paid Employee Assistance Program Paid Parental Leave Paid holidays Personalized PTO 401 (k) Compensation Range : $80,000-$100,000 starting salary, depending on experience A wide salary range is posted for this position and any job offer is based upon a salary analysis to comply with the required state pay transparency law. The salary analysis considers relevant experience, education, certifications, and seniority as compared to others doing substantially similar work. There is no guarantee an offer will be at the top of the posted range based on the salary analysis. Patriot Growth Insurance Services is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, citizenship or immigration status, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws. This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, leave of absence, compensation, benefits, and training. Patriot makes hiring decisions based solely on qualifications, merit, and business needs at the time. For more information, read through our EEO and DE&I Policy located on our .
Created: 2024-10-22