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Data Integrity Specialist

1 month ago

Saint Albans WV United States Agent Pipeline, Inc. Full time

About Agent Pipeline

Agent Pipeline is a national insurance marketing organization focused on meeting agents where they are and taking them where they want to go. Whether you’re new to the industry looking for product knowledge & training, an agent who is ready to grow & develop a team of agents, or a veteran looking for a succession plan: we are here to help you along the way.

Job Summary

Responsible for gathering, entering and analyzing data and presenting data breakdowns to members of the executive staff as needed. This position will also assist with data integrity inside of our internal CRM and overall management of Company data.

Primary Responsibilities: 

  • Track sales, hierarchy, and agent management data through data entry and reporting phases

  • Review month-over-month and weekly comparison reports to identify data that needs to be corrected or researched

  • Use data to find trends within a region/market

  • Find root cause analysis and make recommendations on how to improve data integrity

  • Generate reports from our CRM - Connect - system

  • Gather data via Excel, carrier portals, and Monday

  • Pull reports from carrier websites and shared email boxes

  • Combine data from multiple sources

  • Assist Operations Team and other departments with ensuring the data we provide to our agents, internal staff, and carrier partners is accurate

  • Identify best practices and areas for improvement and share ideas with leadership

  • Collect data from various sources

  • Organize and analyze large data sets

  • Write comprehensive reports

  • Develop understanding of business processes, goals, and strategies to identify, design, and implement internal process improvements

  • Create and maintain data architecture

  • Create data tools for analysis and data science team members that assist them in building and optimizing data; Work with data and analysts to strive for greater functionality in our data systems

  • Other duties as assigned

Primary Skills & Requirements:  

  • To perform the job successfully, an individual should demonstrate the following competencies:

  • Multitasking- Ability to stay focused in a fast pace environment while working on multiple projects at once

  • Active Listening - Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times

  • Attention to detail

  • Time Management - Managing one's own time and the time of others

  • Speaking - Talking to others to convey information effectively and use proper English

  • Writing - Communicating effectively in writing as appropriate for the needs of the audience

  • Critical Thinking & Problem Solving - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems

  • Computer Skills - Able to use Microsoft Outlook, basic Excel knowledge

  • High School diploma or 1-2 years related experience, or equivalent combination of education and experience.

About Integrity

Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.

Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first At Integrity, you can start a new career path at company you’ll love, and we’ll love you back. We’re proud of the work we do and the culture we’ve built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind. 

Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are — in person, over the phone or online. Integrity’s employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.

Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.

PandoLogic. Category:Administrative, Keywords:Data Entry Clerk, Location:Saint Albans, WV-25177