Data Analyst - Client: Insurance Agency

Department: Boutique Client

Employment Type: Freelance

Location: Philippines

Reporting To: Client via Magic

Compensation: $7.00 / hour

DescriptionAbout 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.
\nWhy 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 makeData Management & Analysis\nCreate and maintain dashboards using compiled spreadsheet information\nDownload and analyze daily sales data\nCompare Allstate policy termination lists with commission records\nTrack and analyze lead performance metrics\nConsolidate team reports and sales data into actionable dashboards\nMonitor and report sales team performance through dashboards\nLead Management\nReview and process daily submission of unqualified data leads\nSubmit ineligible leads to vendors\nAnalyze lead quality and conversion rates\nSubmit and manage phone numbers for anti-spam measures\nSupport life policy underwriting processes and follow-up documentation\nTrack underwriting status and maintain follow-up schedules\nSystem Optimization\nAssist in developing data warehouse solutions\nHelp implement BI tools to replace manual spreadsheet processes\nManage data across multiple platforms\nStreamline reporting processes\nQuality Assurance\nManage call logs\nUpload and organize recorded calls for review\nEnsure data accuracy across all platforms\nMaintain data integrity in all reports\n

Skills, Knowledge and ExpertiseRequired:\nProficiency in data analysis and spreadsheet management\nExperience with CRM and lead management systems\nUnderstanding of insurance industry data preferred\nBasic software development or engineering background\nStrong analytical and problem-solving skills\nWFH Set-Up:\nComputer with at least 8GB RAM, an Intel i5 core processor/AMD Ryzen 5 Processor and up.\nInternet speed of at least 40MBPS\nHeadset with an extended mic that has noise cancellation and a webcam\nBack-up computer and internet connection\nQuiet, dedicated workspace at home\n\n\nYour Superpowers:\n
Technical Skills:\n\nAdvanced Google Sheets proficiency\nExperience with Ricochet360 or similar lead management systems\nKnowledge of Agency Zoom or similar commission tracking tools\nRingCentral proficiency\nData visualization and dashboard creation\nBasic software development understanding\nFamiliarity with BI tools\nSoft Skills:\nStrong attention to detail\nAnalytical mindset\nProactive approach to problem-solving\nExcellent organizational abilities\nAbility to work independently\nProcess improvement orientation\nYou should apply if… \nYou're passionate about data analysis and process improvement\nYou enjoy building systems and automating processes\nYou have an interest in insurance industry operations\nYou're comfortable managing multiple data sources\nYou can balance technical tasks with administrative duties\nYou're excited about helping build data infrastructure\n\nWhat to expect...

\nWork Setup:\nRemote position\nMust have a reliable internet connection and a quiet workspace\nRequired to provide own computer with Intel Core i5 or something similar or higher operating system\nWorking Hours:\nMonday to Friday from 9 AM to 6 PM EST (Eastern Standard Time)\n40 hours per week\nCompensation:\n$7 per hour\nNo benefits package included\n

Benefits