Conversion Manager - United States - Remote
This is a remote position with minimal travel that can be based anywhere in the continental United States.
You will...
- Develop comprehensive data conversion strategies aligned with business objectives and market trends.
- Collaborate with stakeholders to define data and document conversion goals, KPIs and success metrics.
- Lead overall management of conversion initiatives including planning, resource allocation, timeline management and execution.
- Monitor and track progress of conversion initiatives, identifying and addressing any potential roadblocks or issues.
- Provide regular updates and reports to senior management on the status and progress of conversion initiatives.
- Conduct post-conversion reviews and analysis to identify areas for improvement and implement corrective actions as needed.
- Lead the product development process including defining product requirements, creating wireframes and prototypes, and collaborating with engineering teams to deliver high-quality products on time and within budget.
- Develop, coach, and retain a high performing team of conversion analysts through effective leadership, recruitment, coaching, training, performance management, and performance evaluation.
- 10+ years' experience in technology consulting with a focus on Insurance Agency Management Systems.
- 3+ years’ experience leading teams
- 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.
Your Compensation
Our salary ranges are based on paying competitively for our size and industry, and are one part of the total compensation package that also includes annual bonus eligibility, benefits, and other opportunities at ReSource Pro. Individual pay decisions are based on a number of factors, including qualifications for the role, experience level, skillset, geography, and balancing internal equity relative to other ReSource Pro employees. This is a remote position. The salary range for this role for most locations is $86,202 - $145,811. The salary range could be lower or higher based on the specific geographic location in which the candidate resides.
Your Benefits & Perks
- 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
Helix Agency Services is a specialized provider of managed and professional services for independent insurance agencies and the broker marketplace. Helix improves Agency Experiences — AX — through enhanced business system strategy, execution, and support. We serve as a bridge between our customers and their vendor partners.
Our team has built careers working at all levels of insurance organizations. We see the big picture that eludes many consultants and systems integrators. And that’s why we’re better able to better help our customers improve processes, optimize technologies, while saving time and money.
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.
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Regions Countries Benefits/Perks401(k) with employer match 401k with employer match, vested on Day 1 Annual bonus eligibility Development and growth opportunities Generous PTO Generous PTO Plan Generous PTO plan with paid holidays + floating holidays Medical, dental, and vision benefits Medical, dental, and vision benefits on Day 1
SkillsAgency Management Systems Coaching Communication Data Conversion Strategies Innovation Problem-solving Product Development Talent Planning Team Leadership
Tasks- Collaborate with stakeholders
- Conduct post-conversion reviews
- Develop and retain a high-performing team
- Develop data conversion strategies
- Improve processes
- Lead conversion initiatives
- Lead product development
- Monitor progress
- Provide updates to senior management
10+ years
EducationBusiness Communication Insurance
RestrictionsMinimal Travel
TimezonesAmerica/Anchorage America/Chicago America/Denver America/Los_Angeles America/New_York Pacific/Honolulu UTC-10 UTC-5 UTC-6 UTC-7 UTC-8 UTC-9