Data Management Analyst

PCF Insurance Services is a premier risk management, benefits design, and insurance brokerage services firm ranked #20 on Business Insurance's 2023 Top 100 Brokers and #12 on Insurance Journal's 2023 Top Property/Casualty Agencies. With 3,100 professionals across the U.S., PCF Insurance Services harnesses the power of its Agency Partner network to provide world-class service and unparalleled solutions to its clients. As the #1 Fastest-Growing Company in Utah in 2021, 2022 and 2023 and #247 Inc. 5000 Fastest-Growing Private Companies in America, our commitment to excellence is unmatched. At PCF Insurance Services, we foster a dynamic and inclusive work environment, encouraging growth and innovation while valuing each team member's contributions. Join our exceptional team and help shape the future of the insurance industry.

Job Summary:

The Data Management Analyst will collaborate closely with the Director, Agency Management Systems and Migrations and Senior Data Management Analyst in support of systems management and corporate general data management including the M&A acquisition integration process, as well as implementation of key organizational initiatives. You will collaborate with internal and newly acquired agencies to spearhead the transition and conversion processes for Agency Management Software, specializing in Vertafore AMS360 and play a pivotal role in implementing and supporting agencies, guiding them from older or non-standard software to the streamlined Vertafore AMS360. Working within a dynamic team, you will ensure comprehensive understanding of the product, take charge of testing and acceptance efforts, and address any reported errors from end users, facilitating seamless adoption. This position will perform complex research and analysis to support operations with a broad latitude for judgement. This individual works closely with various business units as well as external vendors.

Duties and Responsibilities:

• Develop expert knowledge of all Agency Management Systems (i.e., AMS, Image Right, Benefit Point, etc.) utilized by PCF including third-party integrations as well as various data integration tools and solutions
• In conjunction with the Sr. Data Management Analyst and/or third-party vendor(s), lead and coordinate the implementation of Agency Management Systems for agencies, overseeing deliverables and monitoring progress
• Work with key stakeholders to develop and implement a plan for reviewing source data, fixing incorrect data, identifying and collecting missing data
• Responsible for managing master system data, including best practices and standards for creation, updates, and deletion
• Accountable for system administration modules, develops relationship with system vendor to support, troubleshoot and resolve system and end user issues
• Supports system enhancements, test plan execution and participate in user acceptance testing and testing of new system functionality
• Supports process enhancements and varied special projects to attain key performance improvements or reduce risk
• Responsible for data conversion and merger activities including ensuring quality and accuracy of data and data mappings
• Translates conversion data points to the agency users, explains end user insurance information or processes to the vendor as it relates to the conversion process
• Provides direction to the Business Units as needed with respect to any systems quality control and/or best practice related issues
• Responsible for data reporting and communication/coordination with various departments and operational reports for management
• Interprets and analyzes report results identifying relational causes and trends and providing actionable recommendations to business units and leadership based on trend analysis
• Identifies and provides recommendations on efficiency improvements
• Provides weekly status reports to management
• Perform other related duties and/or projects as assigned

Qualifications:

• 5+ years' experience in the insurance industry and / or experience in applied business, operations, Information Technology, or insurance data reporting required
• BA in related filed preferred: or equivalent of education and experience
• Exposure or familiarity with business integrations after the sale or acquisition of a business / brokerage is preferred
• Knowledge of Vertafore Agency Management Systems (AMS360, Image Right, Benefit Point) preferred as well as other Agency Management Systems
• Business Analyst experience a plus
• Project Management experience preferred
• Outstanding interpersonal and communications skills, project coordination experience, and flexibility
• Strong technical, analytical, data analysis and mathematical skills
• Advanced expertise with MS Office products and other common corporate workplace tools required
• Must be able to consult and advise others and work well with internal/external stakeholders of all levels
• Proven effective project management skills and extraordinary drive for results
• Self-starter with strong organizational and time management skills, self-directed and able to manage multiple priorities with demanding timeframes
• Willingness to adhere to all principles of confidentiality
• Must value operating in a collaborative work environment
• Adaptable and open to adopting new practices and procedures
• Willingness to travel occasionally if required (up to 10% - 20%)

Compensation: Competitive and commensurate with experience.

Schedule: Full-time.

Location: Remote

Benefits: 

• Medical 
• Dental 
• Vision 
• Life Insurance 

• Paid Time Off 
• 401K