Data Integrity Specialist

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.

RESPONSIBILITIES

1. CRM Contracting Clean Up: Regularly audit and clean up contracting records in the CRM to ensure data integrity.
2. Updating Contracting Statuses: Maintain up-to-date contracting statuses for all agents in the CRM.
3. Verifying Correct Uplines: Ensure that all agents have the correct uplines recorded in the CRM.
4. Data Input During Agent Intake: Audit the data input during the agent intake process to ensure accuracy.
5. 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.
6. Carrier Data Management: Work with the Analytics Director and Chief Growth Officer to ensure carrier data is current and accurate in our systems.
7. Continuous Improvement: Adapt and refine responsibilities and processes over time to meet evolving organizational needs.