企业数据转换负责人
Enterprise Data Conversion Lead
关于 Keystone
Keystone 是国内最大、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 快速增长。我们的平台覆盖 33 个以上州，180 个以上代理合作伙伴，年营收超过 5 亿美元 —— 将国内一些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、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 —— 客户关系以及在所服务社区中的角色。秉承我们独有的承诺“信任，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 。
企业数据转换负责人
职位概述：
向运营整合总监汇报，企业数据转换负责人负责系统实施、代理机构整合、收购和平台迁移中的企业数据转换工作。该职位负责准备、映射、验证、对账、切换支持、问题解决和稳定化，以确保转换后的数据准确、可操作，并符合员工福利和财产与责任（P&C）经纪业务段在业务、报告、合规、佣金、财务和客户服务方面的需求。
主要职责：
- 领导系统实施、代理机构整合、收购和平台迁移中的端到端数据转换工作流。
- 负责转换计划、数据准备、映射协调、验证、对账、模拟转换、生产切换和稳定化活动。
- 将源系统数据、目标平台标准和业务需求转化为转换规则、映射决策、验证计划和修复优先级。
- 协调业务用户、代理团队、技术部门、财务、供应商和实施合作伙伴，解决数据问题并推动转换准备。
- 管理可能影响转换质量、业务准备或运营连续性的问题日志、决策、风险、缺陷、依赖项和升级事项。
- 领导关键经纪数据领域的验证和对账，包括客户、保单、承保人、代理人、佣金、计费、索赔、证书、注册、资格、人口统计、活动、附件和文档数据。
- 预先制定数据转换策略，确保符合业务需求和合规要求。
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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 .
Enterprise Data Conversion Lead
Position Summary:
Reporting to the Director, Operational Integration, the Enterprise Data Conversion Lead owns enterprise data conversion across system implementations, agency integrations, acquisitions, and platform migrations. This role leads readiness, mapping, validation, reconciliation, cutover support, issue resolution, and stabilization to ensure converted data is accurate, operationally usable, and aligned to business, reporting, compliance, commission, financial, and client-service needs across Employee Benefits and P&C brokerage segments.
Key Responsibilities:
- Lead end-to-end data conversion workstreams for system implementations, agency integrations, acquisitions, and platform migrations.
- Own conversion planning, data readiness, mapping coordination, validation, reconciliation, mock conversion, production cutover, and stabilization activities.
- Translate source-system data, target-platform standards, and business requirements into conversion rules, mapping decisions, validation plans, and remediation priorities.
- Coordinate business users, agency teams, technology, finance, vendors, and implementation partners to resolve data issues and drive conversion readiness.
- Manage issue logs, decisions, risks, defects, dependencies, and escalations that may impact conversion quality, business readiness, or operational continuity.
- Lead validation and reconciliation across key brokerage data domains, including client, policy, carrier, producer, commission, billing, claims, certificate, enrollment, eligibility, census, activity, attachment, and document data.
- Prepare concise status updates, readiness summaries, risk views, and recommendations for the Director, Operational Integration, and program leadership.
- Maintain and improve enterprise conversion standards, templates, controls, documentation, and repeatable playbooks.
Qualifications:
- Bachelor’s degree or an equivalent combination of education and relevant professional experience.
- Minimum of 5 years of experience in data conversion, data migration, systems implementation, insurance brokerage operations, business systems, technical project delivery, or related work.
- Experience leading cross-functional system implementation, acquisition integration, platform migration, or transformation initiatives.
- Working knowledge of Employee Benefits and P&C brokerage operations, data structures, and system workflows.
- Strong understanding of data mapping, cleansing, profiling, reconciliation, testing, validation, exception management, cutover support, and conversion governance.
- Proven ability to lead through influence, coordinate stakeholders and vendors, resolve issues, and drive accountability across workstreams.
- Hands-on experience with insurance brokerage platforms and related technologies, including Applied Epic, AMS360, Vertafore products, Salesforce, benefits administration platforms, carrier portals, document management systems, commission/accounting systems, or similar solutions.
- Advanced proficiency in Microsoft Excel; experience with Smartsheet required.
- Experience with reporting, analytics, and data management tools such as Power BI, SQL, Alteryx, Access, or similar platforms.
- Strong analytical, organizational, documentation, communication, facilitation, and problem-solving skills.
- Experience working in multi-location, regional, acquisitive, or enterprise brokerage environments is preferred.
- 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