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.

Lets 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 nations 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 youll love and well love you back. Were proud of the work we do and the culture weve 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. Integritys employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information visit .

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 addition Integrity LLC will provide reasonable accommodations for qualified individuals with disabilities.