Data Analyst - Client: Insurance Agency

Data Analyst - Client: Insurance Agency

Department: Boutique Client

Employment Type: Freelance

Location: LatAm - Mexico

Reporting To: Client via Magic

Compensation: $7.00 / hour

Description

About the ClientA 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

Skills, Knowledge and Expertise

Required:

• Proficiency in data analysis and spreadsheet management
• Experience with CRM and lead management systems
• Understanding of insurance industry data preferred
• Basic software development or engineering background
• Strong analytical and problem-solving skills
• WFH Set-Up:
  • Computer with at least 8GB RAM, an Intel i5 core processor/AMD Ryzen 5 Processor and up.
  • Internet speed of at least 40MBPS
  • Headset with an extended mic that has noise cancellation and a webcam
  • Back-up computer and internet connection
  • Quiet, dedicated workspace at home

Your Superpowers:
Technical Skills:

• Advanced Google Sheets proficiency
• Experience with Ricochet360 or similar lead management systems
• Knowledge of Agency Zoom or similar commission tracking tools
• RingCentral proficiency
• Data visualization and dashboard creation
• Basic software development understanding
• Familiarity with BI tools

Soft Skills:

• Strong attention to detail
• Analytical mindset
• Proactive approach to problem-solving
• Excellent organizational abilities
• Ability to work independently
• Process improvement orientation

You should apply if…

• You're passionate about data analysis and process improvement
• You enjoy building systems and automating processes
• You have an interest in insurance industry operations
• You're comfortable managing multiple data sources
• You can balance technical tasks with administrative duties
• You're excited about helping build data infrastructure

What to expect...

Work Setup:

• Remote position
• Must have a reliable internet connection and a quiet workspace
• Required to provide own computer with Intel Core i5 or something similar or higher operating system

Working Hours:

• Monday to Friday from 9 AM to 6 PM EST (Eastern Standard Time)
• 40 hours per week

Compensation:

• $7 per hour
• No benefits package included

Benefits