Welcome page Returning Candidate? Log back in! Engagement Specialist, Transformation - REMOTE (Temporary Assignment through November 2026) Job ID 2024-15883 # of Openings 6 Office Location 450 S Orange Ave Location : Location US-FL-Orlando Overview

The Engagement Specialist will work under the direction of the Client Engagement Manager, works closely with Regions/Agencies during the conversion process, to understand their current state to provide support post conversion. Works closely with Training Manager, Project Management, Product Management and Data Team to ensure the agency is on target to meet all conversion deadlines. 

 

This is a temporary assignment - ending in November 2026.

What You'll Do Assist in pre-conversion discovery sessions with Region/AgenciesFormulate analysis and prepare discovery findings identifying all areas that must be acted uponObtain an understanding of the agencies current processes and procedures to performs a gap analysis between AP Corporate system workflows providing documentation prior to go live of all changes/differences.Provide Go Live onsite support to the converting agencies.Responsible for supporting all end user post conversion questions, guidance, workflows, troubleshooting, etc.Provide guidance to the Regions/Offices during conversions.Assist with agency data validation of conversions, completing the spreadsheets, reviewing what is returned by the agency. Research to determine valid issues to report to the data lead for review and submission.  Train the agency on data validations.Assist the agency/region with the Conversion Cleanup efforts.Help with carriers during the pre-conversion.Demonstrates proficient working knowledge of day- to- day insurance business processes/workflows. Ability to relate the business processes to system workflows.Assist the agency employees before, during, and after conversion to maximize data integrity, processes, and procedures.Provide support to agencies impacted by attrition due to conversion change management.Additional duties as necessary. What's in it For You? Competitive base salary   Generous 30+ Days Comprehensive Paid Time Off Package inclusive of Paid Time Off, 10 Company Holidays, 2 Floating Holidays, 5 Sick Days, and 2 Volunteer DaysHealth benefit options with you in mind; 5 affordable medical plan options with rates based on your salary, company paid HSA contribution with eligible HSA plan selection, 2 dental plan options offering orthodontia coverage and 3 cleanings per year, and 2 vision plan options    Company match 401(k) plan – 50% up to 6%!   Support of your fitness wellness goals! We offer up to 75% off at over 11,000 gyms and fitness centers    Opportunity to prioritize your mental health with 24/7 access to licensed therapists   Pet benefits & discounts    Access to our Employee-led Resource Groups (ERGs) that lend a voice to the variety of demographics represented throughout AssuredPartners   What You'll Need Minimum of 4 years insurance retail agency experience; Proficient in day-to-day Insurance business and workflow processes; 4 years experience with agency management systems.Minimum of 4 years of Agency Management System software experience, internet software, spreadsheet software and word processing software experience.Application and data support experience preferred.Travel may be required to branch locations for initial and ongoing training where virtual is not an option.  Potential could be up to 50% with this position.Valid Property and Casualty Insurance License preferred.

 

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