- CRM Contracting Clean Up: Regularly audit and clean up contracting records in the CRM to ensure data integrity.
- Updating Contracting Statuses: Maintain up-to-date contracting statuses for all agents in the CRM.
- Verifying Correct Uplines: Ensure that all agents have the correct uplines recorded in the CRM.
- Data Input During Agent Intake: Audit the data input during the agent intake process to ensure accuracy.
- Active Agent Verification: During the welcome email process, verify that each active agent has the correct prospector, sales director, and recruiter listed in the CRM.
- Carrier Data Management: Work with the Analytics Director and Chief Growth Officer to ensure carrier data is current and accurate in our systems.
- Continuous Improvement: Adapt and refine responsibilities and processes over time to meet evolving organizational needs.
- Target: 98% data accuracy.
- Target: 95% completion rate within the first 30 days of onboarding.
- Target: 24-hour turnaround for status updates.
- Target: 90% positive feedback rate.
- Strong attention to detail and commitment to data accuracy.
- Excellent organizational and multitasking skills.
- Proficiency in CRM software and MS Office Suite.
- Strong communication and collaboration skills.
- Above Industry Average Wages (with Bonus/Incentive Programs)
- Comprehensive Employee Benefits (Health, Dental, Vision Insurance + 401k)
- Paid Time Off
- Growth Opportunities
- 401(k)
- Dental insurance
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Retirement plan
- Vision insurance
- Data Integrity/Audits – 1 year
- In Office
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Data Integrity Specialist - Richardson, United States - Agile People and Payroll LLC
Description
Job Description
Job DescriptionDescription:ABOUT US
Agility Insurance Services is a National Field Marketing Organization (FMO) and a leader in Medicare and Health Insurance enrollment. You will be joining a diverse, fun-loving team that takes great pride in what they do. If you are a self-starter, energetic, and have great phone skills, this is your opportunity to establish a career.
OVERVIEW
Agility Insurance Services is seeking a detail-oriented and proactive Data Integrity Specialist to join our Producer Support Team. This role will be instrumental in ensuring the accuracy and integrity of data within our Customer Relationship Management (CRM) system, particularly focusing on agent appointment data. In addition to audit responsibilities of the CRM, there will be audit responsibilities of the website, matching enrollment data and other audit responsibilities assigned ad hoc. The Administrative Specialist will collaborate closely with the new agent onboarding and agent contracting teams, serving as a vital link to maintain data accuracy and support our agent network's growth and efficiency.
Requirements:RESPONSIBILITIES
KEY PERFORMANCE INDICATORS (KPIs)
Data Accuracy Rate: Measure the percentage of data entries in the CRM that are accurate.
Contract Completion Improvement: Monitor the improvement in the completeness of agent contracts over time.
Timeliness of Updates: Track the average time taken to update contracting statuses and carrier data.
Feedback from Teams: Collect and analyze feedback from the new agent onboarding and contracting teams regarding data accuracy and process efficiency.
QUALIFICATIONS
WHAT WE OFFER
NOTE
This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an "at will" relationship.
Agility Insurance Services LLC provides equal employment opportunities to all applicants, without regard to unlawful considerations of or discrimination against race, religion, creed, color, nationality, sex, sexual orientation, gender identity, age, ancestry, physical or mental disability, medical condition or characteristics, marital status, or any other classification prohibited by applicable local, state, or federal laws. Agility Insurance Services LLC may obtain a 'consumer report' about you from a consumer reporting agency for employment purposes. A 'consumer report' is a background screening report that may contain information regarding your criminal history, driving history, and information about you.
Job Type: Full-time
Schedule: Monday – Friday
Compensation package:
Base Pay: $20.00 -$25.00 Per Hour
Expected Hours: 40 per week
Benefits:
Required Experience:
Work Location:
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