Data & Reporting Coordinator

Higginbotham, a privately held, independent insurance and financial services firm that ranks within the top 20 nationwide, has an immediate opening for an Data & Reporting Coordinator for our Fort Worth, TX office.

Position Summary: 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
  
  

Experience and Education:

• Undergraduate degree
• Commitment to continuous learning
• Industry knowledge is a plus but not require
  
  

Benefits & Compensation:

• Higginbotham offers medical, dental, vision, prescription drug coverage, 401K, equity incentive plan as well as multiple supplemental benefits for physical, emotional, and financial wellbeing.
• Employee Wellness Program
• Company paid holidays, plus PTO
  
  

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.

• Applications will be accepted until the position is filled