- 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
- 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
- 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, Excel., and Access at a minimum
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Data Analyst - Charleston, United States - Insurance Administrative Solutions
Description
Integrityis 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 health and wealth so they can be ready for the good days ahead.
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
.
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.
Essential Duties and Responsibilities
This job has no regular supervisory responsibilities.
To perform the job successfully, an individual should demonstrate the following competencies:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and/or Experience
College degree, preferably in data science or data analytics preferred. Prior experience handling sensitive information, knowledge of SQL or Python, and with various data warehouses preferred but not required. Language Skills Ability to write routine reports and correspondence. Ability to speak and convey thoughts and recommendations clearly and professionally.
Reasoning Ability
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form. Ability to think critically with little to no supervision.Computer Skills
To perform this job successfully, an individual should have knowledge of Internet software; Microsoft Excel Spreadsheet software and Microsoft Word Processing software.
Knowledge of Adobe Creative Suite Design Premium, and QuickBase preferred.Other Qualifications
Must be able to pass pre-hire and annual background check. Must be able to pass pre-hire drug test. Must be able to pass monthly OIG/SAM Exclusion List checks.
The noise level in the work environment is usually moderate.
Physical Demands
While performing the duties of this Job, the employee is regularly required to sit and talk and hear.
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.
Integrity Marketing Group, 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 Marketing Group, LLC will provide reasonable accommodations for qualified individuals with disabilitiesAbout Us
Founded in 2006, Integrity develops and distributes life and health insurance products and wealth products with carrier partners and markets these products through our vast distribution network.
Our omnichannel platform helps provide life and health insurance and wealth management services to Americans to fit their unique needs.
Wherever you are in life, the future can be a leap of faith.#J-18808-Ljbffr