• 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.

• 10 years of experience in business analysis, data analysis and project management for the Insurance Agency and Brokerage sector.
• Proven track record of successfully delivering complex projects.
• Proficiency in Insurance Agency Management systems such as AMS360, Sagitta, Applied Epic, Nexsure required.
• 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.

• 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 ReSource Pro:

ReSource Pro is an insurance-focused business solutions company that integrates people, processes, technology, and data analytics. Over 1,000 carriers, brokers, and MGAs rely on ReSource Pro to execute strategies that improve profitability, accelerate growth, deliver improved claim outcomes, and enhance client and employee experience. With more than 7100 employees globally, ReSource Pro provides business process management, strategic advisory services, management, and organic growth consulting, training, and compliance solutions around the clock. ReSource Pro has been listed as one of the Inc. 5000 Fastest Growing Private Companies annually since 2009 and has consistently achieved a 95% client retention rate for over a decade.

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.