Data and Reporting Specialist

The Data and Reporting Specialist will 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.

Essential Tasks:

• 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.
  
  

Specific Knowledge, Skills, and Abilities:

• 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
  
  

Core Competencies:

• Leadership: Display leadership skills and ability to motivate fellow employees (If applicable)
• Ability to Analyze and Solve Problems: Skill in recognizing challenges, exploring options, and implementing effective solutions in a timely manner
• Attention to Detail: A strong focus on completing tasks and projects accurately and thoroughly
• Communication Skills: Capable of expressing ideas clearly in both verbal and written forms and engaging with various audiences
• Timely Task Completion: Ability to finish tasks and projects efficiently, managing resources and priorities effectively
• Team Collaboration: Willingness to work together with others, promoting teamwork and supporting shared goals
• Client Focus: Dedication to understanding and addressing the needs of clients and stakeholders to ensure their satisfaction
• Dependability: Acknowledgment of the importance of being present and punctual
• Creative Thinking: Openness to suggesting new ideas and methods to improve processes and outcome
• Organizational Skills: Capability to prioritize tasks and manage multiple projects simultaneously
• Adaptability: Willingness to adjust to changing situations and priorities, showing resilience in a dynamic work environment
  
  

Licensing and Credentials:

• None
  
  

Systems:

• Proficient with Microsoft Excel, Word, PowerPoint, and Outlook
• Applied Epic experience preferred, but knowledge of similar Agency Management System (AMS) is acceptable
  
  

Physical Requirements:

• Ability to lift 25 pounds
• Repeated use of sight to read documents and computer screens
• Repeated use of hearing and speech to communicate on telephone and in person
• Repetitive hand movements, such as keyboarding, writing, 10-key
• Walking, bending, sitting, reaching and stretching in all directions
  
  

Notice to Recruiters and Staffing Agencies: To protect the interests of all parties, Higginbotham Insurance Agency, Inc., and our partners, will not accept unsolicited potential placements from any source other than directly from the candidate or a vendor partner under MSA with Higginbotham. Please do not contact or send unsolicited potential placements to our team members.