What are the responsibilities and job description for the Customer Data Specialist position at Steve Donigan Insurance Agency, Inc.?
The Customer Data Specialist plays a key role in maintaining the accuracy, integrity, and security of customer information within the company’s systems. This role supports business operations, marketing, and customer service teams by ensuring data is complete, consistent, and actionable for decision-making and customer engagement.
The ideal candidate has strong attention to detail, experience with data management tools or CRMs, and an understanding of compliance standards in the insurance industry.
Responsibilities
Manage and update customer records across CRM and policy administration systems.
Verify, cleanse, and reconcile data from multiple sources to maintain accuracy and integrity.
Support data migration, integration, and reporting initiatives between departments.
Generate customer data reports and insights to support sales, marketing, and underwriting teams.
Ensure compliance with data protection regulations (e.g., GDPR, HIPAA, or local equivalents) and company privacy policies.
Collaborate with IT and analytics teams to improve data quality, workflows, and system functionality.
Identify and resolve data discrepancies or duplicate records.
Assist in developing and maintaining data governance policies and documentation.
Provide user support and training on customer data entry and management best practices.
Qualifications
1 years of experience in data management, CRM administration, or a similar role.
Proficiency in CRM and data management tools.
Strong Excel or data manipulation skills; experience with SQL or BI tools is a plus.
Understanding of insurance products, policy data, and customer lifecycles.
Excellent analytical, organizational, and problem-solving abilities.
High attention to detail and accuracy.
Strong communication and cross-functional collaboration skills.