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Data Analyst Client: Insurance Agency Boutique Client

Remote LATAM
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Description
About the Client
A well-established insurance agency serving multiple states including Pennsylvania, Delaware, Virginia, and Maryland. Known for their customer-first approach and commitment to making insurance accessible and understandable, they are now focusing on technological advancement and data-driven operations to enhance their service delivery and operational efficiency.

Why this role exists
This position is critical in transforming the agency's data management and analysis processes, particularly in addressing the current challenges with manual data processing and spreadsheet management. The role will help establish more efficient systems for handling lead management, sales data, and commission tracking while supporting the agency's transition to a more robust data warehouse and BI infrastructure.

The Impact you’ll make

Data Management & Analysis
  • Create and maintain dashboards using compiled spreadsheet information
  • Download and analyze daily sales data
  • Compare Allstate policy termination lists with commission records
  • Track and analyze lead performance metrics
  • Consolidate team reports and sales data into actionable dashboards
  • Monitor and report sales team performance through dashboards
Lead Management
  • Review and process daily submission of unqualified data leads
  • Submit ineligible leads to vendors
  • Analyze lead quality and conversion rates
  • Submit and manage phone numbers for anti-spam measures
  • Support life policy underwriting processes and follow-up documentation
  • Track underwriting status and maintain follow-up schedules
System Optimization
  • Assist in developing data warehouse solutions
  • Help implement BI tools to replace manual spreadsheet processes
  • Manage data across multiple platforms
  • Streamline reporting processes
Quality Assurance
  • Manage call logs
  • Upload and organize recorded calls for review
  • Ensure data accuracy across all platforms
  • Maintain data integrity in all reports

Benefits








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