Conversion Analyst II at Vertafore

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Job Description 

Vertafore is looking for a Conversion Analyst who is passionate about meeting customer needs and has Insurance industry experience. Our CAs are part of a highly effective, fast-paced implementation team and serve as the interface between our customers and development team throughout the conversion and software implementation process. This is a cross-functional role and has a career path into technology. 

We're #1 in our industry and are looking for enthusiastic talent with a passion for meeting customer needs. Our CAs provide a first class experience to the customer in transitioning their data onto Vertafore platform systems while effectively balancing multiple projects, adapting to changing priorities and have the ability to effectively and quickly get things done.

The selected candidate should also thrive in a customer-driven, fast-paced collaborative team environment. Excellent communication with strong interpersonal skills are critical to this role as well as the ability to work effectively with developers, conversion engineers, project managers and customers to deliver software solutions.

The right candidate will thrive on making everyone around them better, enthusiastically meet goals, and are motivated by team accomplishment over individual accolades. 

Core requirements and responsibilities:

Essential job functions included but are not limited to the following: 

  • Collaborate with project team members and lead customers through the data conversion process. 
  • Coordinate and perform data extraction from source data platforms 
  • Initiate required lab work through ticketing system and ensure timely and accurate completion 
  • Complete initial data mapping activities based on existing best practices and drive custom mapping process with primary customer project partners 
  • Conduct mapping review calls and contribute to standard project touchpoint throughout project 
  • Create, share, and review conversion reports to confirm accurate data conversions 
  • Create both preview and production environment and populate with converted data through existing conversion tools 
  • Coordinate QA process with customers to ensure effective conversion at go live 
  • Manage data issues through to conclusion and contribute associated tasks and communication through project issue logs 
  • Coordinate escalation issue process through both development and support departments when necessary 
  • Contribute to project and process documentation 
  • Manage multiple consulting engagements concurrently 
  • Analyze business operations and methodology to develop best practices 
  • Recommend solutions for customer pain points, gaps, needs, goals 
  • Address difficult and/or escalated situations with minimal leadership involvement to an effective resolution 

Knowledge, Skills and Abilities:

  • Excellent customer-facing written and verbal communication skills. 
  • Strong analytical and problem solving skills. 
  • Extreme focus on attention to detail and delivering high-quality solutions. 
  • The ability to work with MS Excel spreadsheets. 
  • Proven track record of building, developing and growing business relationships vital to the success of the project in person and remotely 
  • Strong knowledge of P&C insurance business practices and independent insurance agency markets 
  • Ability to effectively prioritize workload and tasks to meet deadlines 
  • Outstanding time management skills 
  • Ability to effectively problem solve, react to situations decisively and effectively 
  • Flexible, easily adaptable to change 

Qualifications:

  • Insurance industry experience with Agency Management systems. 
  • Bachelor's degree or equivalent experience
  • Proven experience to manage multiple projects and to establish priorities with minimal supervision. 
  • Occasional weekend and/or after-hours availability for client support and conversion assistance. 
  • Prior client relationship management experience is a plus. 
  • You have proven to be a dedicated contributor that will work in delivering outstanding service, support, and assistance to end customers. 
  • You are passionate about software and stay current on trends and technologies. 
  • You aspire to be a dedicated contributor for providing technical support to teams and outstanding support to customers
  • Proficiency with MS Office Tools 
  • Previous experience with technical support and troubleshooting preferred 
  • Prior insurance industry experience and knowledge preferred

Additional Requirements and Details:

  • Travel required up to 10% of the time.
  • Ability to work remotely with a stable internet connection on an as-needed basis
  • Located and working from an office location (when required)*
  • Occasional lifting and/or moving up to 10 pounds.
  • Frequent repetitive hand and arm movements required to operate a computer.
  • Specific vision abilities required by this job include close vision (working on a computer, etc.).
  • Frequent sitting and/or standing.

Is this role not an exact fit for you? Keep an eye on our Careers Page for other positions!

Vertafore is a drug free workplace and conducts preemployment drug and background screenings.

The selected candidate must be legally authorized to work in the United States.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all the job responsibilities, duties, skill, or working conditions. In addition, this document does not create an employment contract, implied or otherwise, other than an "at will" relationship. 

Vertafore strongly supports equal employment opportunity for all applicants regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, mental disability, medical condition, sexual orientation, genetic information, or any other characteristic protected by state or federal law.

We do not accept resumes from agencies, headhunters, or other suppliers who have not signed a formal agreement with us.

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Technology we use

  • Engineering
    • .NETLanguages
    • AWS (Amazon Web Services)Languages
    • C#Languages
    • C++Languages
    • JavaLanguages
    • JavascriptLanguages
    • SqlLanguages
    • ReactLibraries
    • AngularJSFrameworks
    • ASP.NETFrameworks
    • Microsoft SQL ServerDatabases
    • MySQLDatabases
    • OracleDatabases

Location

Great location in the heart of downtown Denver just a block away from the RTD lightrail.

What are Vertafore Perks + Benefits

Culture
Volunteer in local community
Vertafore offers employees 1 paid day to volunteer at the non-profit of their choice.
Friends outside of work
Eat lunch together
Intracompany committees
Vertafore offers opportunities to join several committees, including Women of Vertafore, LGBTQ+, etc.
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Open office floor plan
Diversity
Unconscious bias training
Diversity Employee Resource Groups
Hiring Practices that Promote Diversity
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Vertafore employees can contribute up to $2750 annually to their FSA.
Disability Insurance
Disability insurance covers 100% of annual salary for up to 90 days of disability.
Dental Benefits
Our dental plan covers $1500 of expenses per person.
Vision Benefits
The vision benefits plan covers 100% for annual eye exams with $175 for glasses or contact lenses.
Health Insurance Benefits
Vertafore offers three different health plans to meet the needs of our employees.
Life Insurance
Pet Insurance
We offer a Pet Insurance plan through Nationwide.
Wellness Programs
Onsite Gym
Team workouts
Vertafore's team fitness initiatives include in-office yoga, a partnership with Planet Fitness, and other recreational team sports.
Mental Health Benefits
Retirement & Stock Options Benefits
401(K)
401(K) Matching
Vertafore provides employees with a 401(k) matching plan managed by [provider]. We match up to 50% of contributions up to 3% of an employee's annual gross pay.
Employee Stock Purchase Plan
Performance Bonus
Child Care & Parental Leave Benefits
Generous Parental Leave
Vertafore provides up to 6 weeks of parental leave for the primary caretaker. We also provide 6 weeks of leave for the secondary caretaker.
Family Medical Leave
Adoption Assistance
We reimburse up to $2,500 for eligible adoption expenses and 6 weeks of paid leave.
Company sponsored family events
Vertafore sponsors family oriented events semi-annually.
Vacation & Time Off Benefits
Unlimited Vacation Policy
Paid Volunteer Time
Paid Holidays
Paid Sick Days
Perks & Discounts
Beer on Tap
Casual Dress
Commuter Benefits
Company Outings
Vertafore hosts company outings annually.
Game Room
Stocked Kitchen
In various areas of the office, Vertafore provides weekly fresh fruit services, bagels and donuts on specified days, as well as snacks and drinks.
Some Meals Provided
We provide free breakfast on Mondays and Fridays.
Happy Hours
Recreational Clubs
Vertafore sponsors recreational clubs that include sports, board games, video games, book clubs, etc.
Home Office Stipend for Remote Employees
Professional Development Benefits
Tuition Reimbursement
Our tuition reimbursement plan offers an annual max of $5,250.
Lunch and learns
Cross functional training encouraged
Promote from within
Mentorship program
Vertafore's mentorship framework is an independently led experience between a mentee and a mentor. Resources are ongoingly provided to start this relationship and keep it successful & valuable.
Online course subscriptions available

Additional Perks + Benefits

We felt like the stretch of no three day weekends from Feb - May was too long, so we added our own holiday! We celebrate Vertafore Rest and Recharge day in April, and the whole company has a long weekend.

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