Data and Operations Support Specialist

Job Summary:

Plan Advisors, an Integrity company, helps support the business growth of agents and agencies by supporting their financial and technology needs. With a focus on service, we strive to ensure that we have a team comprised of industry experts that can serve as a trusted business resource and partner.

We are seeking a detail-oriented and proactive individual to join our team as a *Data & Operations Support Specialist*. This role plays a critical part in ensuring data accuracy, smooth onboarding, and efficient support across multiple projects and departments. The ideal candidate will assist in collecting, managing, and entering key data, including agency and agent demographic, banking, and tax information. They will also support internal audits and cross-functional cleanup efforts, while following established procedures and contributing to ongoing operational improvements.

Let’s talk job responsibilities:

• Collect, manage, and enter agency and agent basic, demographic, banking, and tax data accurately and efficiently.
• Ensure agents are correctly set up in the system and ready for payment processing.
• Learn, implement, and follow procedures completely and efficiently.
• Appropriately track and prioritize work assignments to meet deadlines.
• Navigate various websites, portals, and internal computer systems to complete tasks.
• Assist in conducting data audits to verify completeness and accuracy.
• Collaborate with various departments to support information cleanup initiatives.
• Learn to identify, troubleshoot, and resolve operational issues as they arise.
• Participate in multiple projects that require reliable data handling and operational support.
• Identify and report data inconsistencies or gaps and work with relevant teams to resolve them.
• Maintain confidentiality and data integrity in line with company policies and data protection regulations.

Your experience and skills:

• A High School diploma or the equivalent plus two years of industry experience.
• Strong attention to detail and high degree of accuracy in data entry and management.
• Ability to learn and follow complex procedures independently and consistently.
• Excellent organizational and time management skills, with the ability to prioritize multiple tasks.
• Proficiency in Excel and data management tools/systems.
• Ability to navigate a variety of websites and internal systems with ease.
• Problem-solving mindset with a willingness to learn and adapt quickly.
• Strong communication skills and ability to work collaboratively across teams.
• Self-motivated with the ability to manage multiple priorities in a dynamic environment.

About Integrity

Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.

Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you’ll love, and we’ll love you back. We’re proud of the work we do and the culture we’ve built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind. 

Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are — in person, over the phone or online. Integrity’s employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.

Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.