Data Analyst

Integrity Marketing Group LLC

. Maintain accurate agent, agency, carrier, contract, and appointment information within the CRM and related systems .

Posted 11/10/2026full-timeGilbert • Arizona • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in CRM maintenance, data entry, and quality assurance, with a strong focus on accuracy and attention to detail. Capable of managing data discrepancies and communicating effectively across teams to support operational efficiency.

Highest-signal resume keywords

CRM MaintenanceData EntryQuality AssuranceMicrosoft ExcelAttention to Detail

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Data CleanupData ValidationData ReconciliationReportingData Quality Management

Soft Skills

Organizational SkillsResearch SkillsCommunication SkillsFollow-Through SkillsTeam Collaboration

Tools & Technologies

CRM SystemsMicrosoft Office

Industry Keywords

InsuranceLicensingContractingCarrier AppointmentMedicare

About the role

Key responsibilities & impact

Maintain accurate agent, agency, carrier, contract, and appointment information within the CRM and related systems
Review CRM data for duplicate, incomplete, inaccurate, or inconsistent records and complete approved corrections
Assist with routine data maintenance, cleanup, and reconciliation activities
Prepare recurring CRM reports, lists, and data validations for Contracting, Sales, Operations, and leadership
Maintain weekly Ready-to-Sell (RTS) reporting and current RTS and state appointment information
Compare RTS, licensing, certification, and appointment data across the CRM, carrier reports, and related systems
Research routine discrepancies, complete approved corrections, and escalate exceptions
Maintain supporting documentation and accurate records for RTS and appointment updates
Communicate recurring data issues and findings to support follow-up, process improvement, and training
Track certification launches, blackout periods, and operational updates affecting agent readiness
Prepare CRM, RTS, appointment, and data-quality reports and communicate exceptions or follow-up needs
Assist with special projects, user testing, data cleanup or conversion activities, and process documentation
Partner with team members to resolve routine data issues and complete time-sensitive updates accurately

Requirements

What you’ll need

Experience in administrative support, data entry, CRM maintenance, quality assurance, contracting, or operations preferred
Strong attention to detail and ability to enter, review, and compare high-volume data accurately
Working knowledge of CRM systems, Microsoft Excel, and Microsoft Office applications
Ability to learn new tools and processes
Strong organizational, research, and follow-through skills
Ability to manage recurring deadlines and priorities
Ability to identify discrepancies, follow established procedures, complete approved updates, and escalate exceptions appropriately
Clear written and verbal communication skills
Ability to work effectively across teams
Ability to handle confidential information with discretion
Insurance, licensing, contracting, carrier appointment, or Medicare experience preferred

Benefits

Comp & perks

Competitive compensation package
Benefits providing peace of mind for employees and their families
Professional opportunities to accelerate your career
Reasonable accommodations for qualified individuals with disabilities