Data & Reporting Coordinator

Higginbotham•Fort Worth, TX

About The Position

Higginbotham, a privately held, independent insurance and financial services firm that ranks within the top 20 nationwide, has an immediate opening for an Data & Reporting Coordinator for our Fort Worth, TX office. Position Summary: 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
Undergraduate degree
Commitment to continuous learning

Nice To Haves

Industry knowledge is a plus but not require

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.