
Posted 1 month ago
Lead Data Implementation Specialist
AI Summary
Leads complex Forms data implementation for insurance clients, translating regulatory and customer updates into system changes, coordinating testing, and mentoring implementation specialists.
About this role
Who We Are
Insurity empowers insurance organizations to quickly capitalize on new opportunities by delivering the world’s most configurable, cloud-native, easy-to-use, and intuitively analytical insurance software. Just as importantly, we empower our people—providing the tools, support, and opportunities they need to grow and succeed.
We don’t just make bold promises—we deliver results. As the largest cloud-based software provider for the Property & Casualty market, Insurity is trusted by 22 of the top 25 P&C carriers and 7 of the top 10 wholesale brokers in the MGA space. Behind that trust is a team that delivers exceptional value and deep industry expertise.
While our technology sets us apart, it’s our people who truly make the difference. At Insurity, you’ll collaborate with some of the most creative and knowledgeable minds in insurance tech—in a culture that fosters innovation, teamwork, and continuous learning. Our award-winning onboarding experience welcomes and supports you from the moment you accept our offer.
Ready to grow your career with an industry leader? Apply today—we’re excited to welcome you. #UatInsurity
What’s In It For U
- Work Where You Thrive:Find a hybrid work environment that allows you to enjoy great work life balance, stay connected and collaborative
- Generous Time Off: Our leadership believes in taking the time you need when you need it.
- Day One Health Benefits + Employer-Matched Retirement Savings: You might think these are table stakes, but we know these matter to you.
- More Than Just Core Values: Our values are fundamental in how we attract, train, and retain top talent.
- Award-Winning Onboarding Program: We set you up from the get-go to make a significant impact from Day One and follow you through your entire first year.
- Real Career Growth Opportunities: We love to promote from within with over 25% of our open roles filled through internal applicants on average.
- Mentorship Program: We support a champion culture and growth mindset by pairing you with experienced, talented leaders to help you grow personally and professionally.
- Insurity Podcasts: Explore podcasts from our Learning & Development team for deeper insight into Insurity products, company innovation, and the business as a whole.
- Continuous Learning Opportunities: Own your development with your own LinkedIn Learning and Kaplan licenses.
- Employee Referral Bonus: Once you come onboard, give Insurity the biggest compliment you can give by referring someone to work here and earn a referral bonus.
Insurity’s Next Lead Data Implementation Specialist
Insurity's next Data Implementation Specialist will be highly analytical and detail-oriented, comfortable leading others, strong with customers and stakeholders, process and improvement-minded, self-directed and adaptable, and credible as a subject matter expert. A good role for a technically strong, organized, customer-savvy individual who likes ownership, solving complex problems, and helping others succeed. This role leads complex Forms data implementation work, ensuring regulatory and customer-driven updates are accurately translated, tested, and delivered.
What Our Lead Data Implementation Specialist Will Do
- Lead Forms implementation activities, including requirements analysis, form translation, impact assessment, testing support, and resolution of complex data or delivery issues.
- Develop and translate Rate and Forms Table updates.
- Collaborate with team members to determine business requirements including analyzing circulars to determine system impact.
- Participate in business requirement walkthroughs and specification inspections.
- Maintain and improve Rates, Forms manuals/documents.
- Develop trusted relationships with internal and external customers.
- Provide leadership on large/complex development/bureau projects.
- Work with Line of Business Manager, Project Manager, Customer Success Manager, etc. on issue resolution for project and/or the customer account issues.
- Conduct complex root cause analysis on Rates and Forms data entry issues and identify and implement work quality improvements.
- Suggest new tools or workflows to improve operational efficiency.
- Utilize effective methods and techniques to satisfy quality and timeliness commitments.
- Analyze problem requests and data entry issues reported by customers and process corrections
- Provide leadership, coaching, and mentorship to team members and off-shore Rates and Forms Implementation Specialists.
- Lead the planning, organization, and coordination of team member activities by estimating scope of assignments and developing work schedules and project plans.
- Act as Rates and Forms Subject Matter Expert for training and product expertise, including formal presentations as requested.
- Work directly with internal & external customers to identify and resolve problems during testing.
- Lead or provide direction in special projects as assigned.
- Stay up to date on industry and job-related trends and best practices, including reading relevant publications, articles, blogs, etc.
- Other duties as assigned
Who We’re Looking For
Demonstrated these skills at an expert level:
- Analytical and critical thinking
- Written and oral English communication
- Time management including work planning, prioritization, and organization
- Ability to handle multiple priorities or tasks
- Self-starter and quick learner
- Detail-oriented
- Active listener
- Ability to collaborate and work autonomously
- Flexible and adaptable
- Lead coaching, training and mentoring
- Ability to articulately present information
- Meeting facilitation
- Ability to work effectively with executive stakeholders
- Recommended 4 years of experience in fast-paced, customer driven environment
- Bachelor’s degree or equivalent work experience in related field
- Travel required: Up to 10%
Thank you for your interest in Insurity! Please understand that due to the volume of applicants we receive, only selected candidates will be contacted.
Skills
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