Junior Enterprise Data Conversion Analyst

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 .
Junior Enterprise Data Conversion Analyst
Position Summary:

The Junior Enterprise Data Conversion Analyst supports data conversion, migration, validation, reconciliation, and stabilization activities for insurance brokerage systems, with experience or working knowledge across both Employee Benefits and Property and Casualty (P&C) brokerage data and workflows. This role assists conversion leads, business partners, technology teams, and vendors during acquisitions, agency integrations, system implementations, platform migrations, and enterprise transformation initiatives. The position helps ensure converted data is accurate, complete, usable, and aligned with operational, reporting, client-service, compliance, commission, and financial needs across brokerage business segments. This role typically reports to a data conversion lead, enterprise operations leader, integration leader, transformation leader, data leader, or technology leader and works closely with business users, implementation teams, agency stakeholders, and external vendor partners.
Key Responsibilities:

- Support data conversion initiatives related to insurance brokerage system implementations, acquisitions, agency integrations, divestitures, platform migrations, and enterprise transformation programs.

- Review, analyze, and validate Employee Benefits and Property & Casualty (P&C) brokerage data, including clients, accounts, policies, coverages, carriers, producers, commissions, billing, claims, certificates, enrollment, eligibility, census, activities, attachments, documents, and financial transactions.

- Perform data mapping, transformation, cleansing, enrichment, normalization, profiling, validation, and reconciliation activities to ensure data accuracy, completeness, and readiness for migration.

- Compare source and target system data to identify missing, duplicate, inconsistent, incomplete, or incorrectly mapped records, and document remediation requirements.

- Support data quality reviews, exception management, defect tracking, business rule validation, and issue resolution throughout the conversion lifecycle.

- Partner with business users, agency stakeholders, operations teams, technology teams, implementation partners, and vendors to gather requirements, resolve data issues, and support conversion readiness activities.

- Assist with mock conversions, test migrations, user acceptance testing (UAT), production cutovers, post-load validation, reconciliation, and post-conversion stabilization efforts.

- Analyze source data from agency management systems, CRM platforms, accounting and billing systems, document repositories, carrier interfaces, and other brokerage applications.

- Maintain project documentation and reporting, including conversion plans, data readiness trackers, mapping documents, issue logs, validation checklists, remediation trackers, test results, business sign-offs, and status updates.

- Prepare clear summaries of conversion findings, risks, open issues, validation results, and recommendations for project leadership and business stakeholders.

- Identify potential risks, data gaps, downstr