Senior Data Import Specialist

Job Snapshot

Location: Remote
Employee Type: Full-Time Employee
Industry: SaaS, Insurance
Manages Others: No

Job Type: Data Administration/Implementation
Experience: 3+ Years
Travel: N/A
Relocation Covered: N/A

Why You’ll Love AgencyBloc

We solve problems for our customers. We give ourselves the autonomy to be awesome. We will be human. We are maniacal about success. This is the culture you’ll be a part of if you join the AgencyBloc Team. We are the #1 Recommended Insurance Industry Growth Platform serving the benefits and senior market space. We help grow our clients’ business with a suite of solutions that can be strategically utilized to support the operational and growth needs of independent insurance agencies, GAs, IMO/FMOs, call centers, and carriers.

Job Description

We are seeking a Senior Data Import Specialist to join our Professional Services team. As a Senior Data Import Specialist, you will play a pivotal role in ensuring that our clients are able to get the most out of AgencyBloc, by ensuring the smooth migration of their data from their prior CRM into AgencyBloc. Working closely with an Implementation Manager, you will identify data needs, restore databases from CRM backups, map client data using SQL, and import that data using proprietary import utilities.


  • Conduct requirements gathering with our clients to identify what data needs to be imported into AgencyBloc, including file attachments.
  • In collaboration with the Implementation Manager, establish project timelines and tasks.
  • Perform source system data analysis in order to develop source to AgencyBloc data mapping.
  • Perform data cleaning, validation and reconciliation to ensure data accuracy and integrity.
  • Conduct data migration and testing to ensure all client data is correctly mapped to their AgencyBloc account.
  • In collaboration with the Implementation Manager, respond to client feedback, making any updates to the data mapping necessary.
  • Develop and maintain process and source system documentation. Mentor and train team members, contractors, and clients as necessary.
  • Direct and support data migration contractors as necessary.
  • Other duties as assigned.


  • Bachelor’s degree in Data Science, Database Administration, Information Systems, Computer Science, or closely related field desired and three to five years relevant experience, or the equivalent combination of education and experience.
  • 3+ years of experience with SQL, Microsoft Access, and Microsoft Excel.
  • Ability to write complex SQL queries for data extraction, transformation and loading.
  • Excellent communication and interpersonal skills, with the ability to build rapport and credibility with clients.
  • Detail-oriented with exceptional organizational and time management abilities.
  • Ability to thrive in a fast-paced environment and adapt to changing priorities.
  • Comfortable working with technology and motivated by the opportunity to contribute to a fast-paced entrepreneurial team environment.

Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States.

More on AgencyBloc:

AgencyBloc provides a suite of online software solutions that help insurance agencies increase efficiency, enhance customer satisfaction, control costs, and stay competitive. We currently have customers nationwide. Core values of our company include: 

  • Client-centric organization focused on delivering great customer service
  • Positive, collaborative team environment with coworkers who genuinely care about their work
  • High level of professionalism in everything we do
  • Continuous teaching, learning, and growth for all team members as they share in the journey that is the story of our company

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Member of The Bloc Perks & Benefits

At AgencyBloc, our culture depends on our people. Ensuring our employees feel supported in all aspects of their lives is important. One way we address this is through our competitive benefits and perks, which include:

  • Health insurance
  • Dental and vision benefits
  • Life insurance
  • Disability insurance
  • HSA with generous employer contributions
  • Flex spending accounts
  • 401k with company match
  • PTO & paid holidays
  • VTO (volunteer time off)
  • Family leave
  • Remote work
  • Flex time (flexible work schedules)
  • Half-day Fridays in the summer months

Our Mission

Our mission is to provide powerful solutions by making the convoluted, straightforward.  We want our technology to transform the organizations that use it.

The Culture We Live By