Data Processing Assistant

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

This role is pivotal in collecting, processing, and analyzing data, and presenting insightful data summaries to the executive team as required. The incumbent will also play a crucial role in maintaining the integrity of data within our internal CRM and managing the company’s overall data.

Primary Responsibilities

• Monitor and manage sales, hierarchy, and agent data through various stages of data entry and reporting.

• Conduct regular reviews of monthly and weekly comparison reports to pinpoint data that requires correction or further investigation.

• Utilize data to identify trends within specific regions or markets.

• Perform root cause analysis and propose strategies to enhance data integrity.

• Generate comprehensive reports from our CRM - Connect - system.

• Collect data using Excel, carrier portals, and Monday.

• Retrieve reports from carrier websites and shared email inboxes.

• Integrate data from multiple sources for a comprehensive view.

• Support the Operations Team and other departments in ensuring the accuracy of the data provided to our agents, internal staff, and carrier partners.

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

• Gather data from a variety of sources for comprehensive analysis.

• Organize and analyze large datasets to derive meaningful insights.

• Write detailed and comprehensive reports based on data analysis.

• Develop a deep understanding of business processes, goals, and strategies to identify, design, and implement improvements in internal processes.

• Establish and maintain data architecture for efficient data management.

• Develop data tools for the analysis and data science team members that assist them in building and optimizing our data systems. Collaborate with data and analysts to enhance the functionality of our data systems.

• Perform other duties as assigned.

Primary Skills & Requirements

• Multitasking: The ability to stay focused in a fast-paced environment while working on multiple projects simultaneously.

• Active Listening: Full attention to what others are saying, taking the time to understand the points being made, asking appropriate questions, and refraining from interrupting at inappropriate times.

• Attention to Detail: A keen eye for detail is essential.

• Time Management: Proficiency in managing one’s own time and the time of others.

• Speaking: The ability to convey information effectively and use proper English.

• Writing: Effective communication in writing, tailored to the needs of the audience.

• Critical Thinking & Problem Solving: The use of logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.

• Computer Skills: Proficiency in using Microsoft Outlook and basic Excel.

• Education & Experience: A High School diploma or 1-2 years of related experience, or an 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