下载支持分析师
Download Support Analyst
关于Keystone
Keystone是全国最大、增长最快的保险经纪公司之一——在《Business Insurance》评选的美国零售经纪公司中排名第26位，在Top 50中排名第4。我们的平台覆盖33个以上的州，180多个代理合作伙伴，年营收超过5亿美元，将一些国内最受尊敬的独立代理机构与全国性经纪公司的规模、工具和资源相结合。通过财务、人力资源、市场营销、技术、代理人发展和并购方面的运营支持，我们赋能代理机构成长，同时保留它们的核心价值——客户关系以及它们在所服务社区中的角色。秉承我们独有的承诺“信任，是我们最重要的保单”，Keystone正在打造每个家庭和企业都可以信赖的保险解决方案。更多信息，请访问。
下载支持分析师
职位概述：
下载支持分析师是一个运营支持职位，向企业下载经理汇报。该职位专注于通过监控下载活动、解决挂起和异常项目、排查承保人连接问题、协调与承保人和IVANS的合作，以及支持代理机构管理系统转换，确保可靠的日常承保人下载操作。该职位还作为业务团队的支持点，协助维护文档，并跟踪重复问题以改进下载流程、自动化和企业标准化。
主要职责：
- 监控每日承保人下载活动，识别失败、缺失、延迟或不完整的下载交易。
- 处理挂起队列，根据企业流程和服务水平预期解决下载异常。
- 研究并排查承保人下载问题，必要时将复杂的连接或系统问题升级至企业下载经理、承保人、IVANS或技术合作伙伴。
- 支持代理机构管理系统转换和收购业务的下载测试、验证、切换和切换后稳定化工作。
- 维护下载问题、解决方案、承保人设置要求和流程更新的准确文档。
- 协助业务团队处理与承保人下载流程、挂起处理和下载最佳实践相关的问题。
- 跟踪重复问题和异常趋势，以支持流程改进、自动化机会和企业下载标准化。
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About Keystone
Keystone is one of the largest and fastest-growing insurance brokerages in the country — ranked #26 among U.S. retail brokers and #4 fastest-growing in the Top 50 by Business Insurance. Our platform spans 33+ states, 180+ agency partners, and more than $500 million in revenue — uniting some of the country's most respected independent agencies with the scale, tools, and resources of a national brokerage. Through operational support in finance, HR, marketing, technology, producer development, and M&A, we empower agencies to grow while preserving what makes them who they are — their client relationships and their role in the communities they serve. Guided by our trademarked commitment, "Trust, our most important policy," Keystone is building the insurance solution every family and business can count on. For more information, visit .
Download Support Analyst
Position Summary:
The Download Support Analyst is an operational support position reporting to the Enterprise Download Manager. It focuses on ensuring reliable day-to-day carrier download operations by monitoring download activity, resolving suspense and exception items, troubleshooting carrier connectivity issues, coordinating with carriers and IVANS, and supporting agency management system conversions. The role also serves as a support point for business teams, helps maintain documentation, and tracks recurring issues to improve download processes, automation, and enterprise standardization.
Key Responsibilities:
- Monitor daily carrier download activity and identify failed, missing, delayed, or incomplete download transactions.
- Process suspense queues and resolve download exceptions in accordance with enterprise procedures and service level expectations.
- Research and troubleshoot carrier download issues, escalating complex connectivity or system issues to the Enterprise Download Manager, carriers, IVANS, or technology partners as needed.
- Support download testing, validation, cutover, and post-conversion stabilization activities for agency management system conversions and acquired books of business.
- Maintain accurate documentation of download issues, resolutions, carrier setup requirements, and process updates.
- Assist business teams with questions related to carrier download workflow, suspense handling, and download best practices.
- Track recurring issues and exception trends to support process improvement, automation opportunities, and enterprise download standardization.
Qualifications:
- Minimum of 4 years of insurance operations experience with expertise in carrier download and agency management systems.
- Hands-on experience with Applied Epic and Microsoft Office Suite required.
- Deep knowledge of IVANS connectivity and policy, claims, commissions, and eDocs download processes.
- Proven ability to manage cross-functional projects and collaborate with carriers, technology teams, and business stakeholders.
- Strong analytical, communication, and problem-solving skills.
- Ability to travel up to 15%.
- Ability to pass a criminal background check, as permitted by law.
Work Environment:This position offers remote work flexibility.
Salary Transparency Statement: In accordance with state and local pay transparency laws, we will provide the applicable salary range upon request to candidates who reside in jurisdictions where such disclosure is required.
Benefits:
- Competitive Salary
- Health Insurance Plans (PPO, HSA, Copay Options)
- Dental Insurance
- Vision Insurance
- Company Paid Disability Insurance
- Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
- 401(k) with Safe Harbor Match
- Paid Time Off
- Paid Holidays
No Solicitation Notification to Agencies: Please note that Keystone and our Partner Agencies do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone will not consider or approve payment to any third parties for hires made.
Originally posted on Himalayas