About this role
As a Quality Analyst, you will be responsible for maintaining accurate CRM records, managing carrier appointment information, and performing routine quality reviews. This role involves partnering with various teams to resolve data discrepancies and prepare essential reports, ensuring the integrity of our business systems and data.
What we are looking for 6
- Maintain accurate agent, agency, carrier, contract, and appointment information within CRM
- Review CRM data for accuracy and completeness, performing approved corrections
- Manage weekly Ready-to-Sell (RTS) reporting and appointment data
- Compare data across systems to identify and resolve discrepancies
- Prepare routine reports on CRM, RTS, appointments, and data quality
- Strong attention to detail and ability to manage recurring deadlines