Data and Reporting Specialist

Higginbotham • Fort Worth, TX

7h

About The Position

The Data and Reporting Specialist will help drive business insights by
supporting key performance tracking and reporting needs. This role focuses on
tracking producer goals, assisting with revenue variance analysis, evaluating
block efficiency for account managers, fulfilling report requests, and running
data audits to ensure accuracy and completeness.

Requirements

• Very knowledgeable in Microsoft Office products
• Strong general computer and internet skills
• Ability to learn new software systems
• Strong organization skills and task-oriented
• Very detail oriented
• Committed team player with the ability to work independently

Nice To Haves

• Applied Epic experience preferred, but knowledge of similar Agency Management System (AMS) is acceptable

Responsibilities

• Track and maintain performance metrics, including producer goals and block efficiency for account managers by preparing reports and identifying patterns in workload distribution.
• Support office revenue variance analysis by compiling, reviewing, and organizing data to identify discrepancies or trends.
• Fulfill internal report requests by extracting and formatting data from the agency management system, ensuring accuracy and timeliness.
• Conduct regular data audits to ensure completeness, consistency, and quality of data entered into the agency management system.
• Review and validate data from various sources to identify errors, inconsistencies, or gaps that may impact reporting accuracy.
• Maintain detailed documentation and communicate findings or concerns effectively to the Data and Reporting Manager.
• Collaborate with other departments to support data needs for internal projects and business initiatives.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 11-50 employees