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Download Data Specialist

Are you a self-starter who thrives in a dynamic and technology-driven environment? Do you have a passion for maintaining data integrity and ensuring accurate information across integrated software systems? If so, we invite you to join our team as a Data Download Specialist.

About Us: We are a growing and leading Insurance Agency known for our commitment to excellence and innovation. Our agency relies on cutting-edge technology to deliver exceptional client service, and we are seeking a dedicated Specialist who shares our passion for accuracy, efficiency, and continuous improvement.

Role Overview: As a Data Download Specialist, you will play a pivotal role in ensuring the accuracy and completeness of client data within our agency EPIC system and other integrated software platforms. You will collaborate with cross-functional teams, vendors, and carriers to manage data downloads, process policy information, and support the agency's day-to-day business requests and projects. Your attention to detail and dedication to data integrity will contribute to the seamless operation of our systems and enhance our client service.

Key Responsibilities:

• Manage and review daily data download processes from carriers and vendors, ensuring system data integrity and accuracy.
• Maintain the client database within the agency's system, following established procedures and workflows.
• Collaborate with the Manager, Operations Software Administration, on data and reporting projects to ensure accuracy and completeness of data.
• Build and nurture strong relationships with carriers, vendors, producers, and other stakeholders to ensure accurate account details.
• Lead the integration of agency downloads for mergers and acquisitions, contributing to data conversions and system integration.

Qualifications:

• High School diploma or equivalent is required; additional education in a related field or equivalent experience is preferred.
• Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Outlook) and experience with agency management software such as Applied Epic or similar platforms.
• Strong organizational skills, with the ability to work efficiently on multiple tasks and changing deadlines in a fast pace environment..
• Excellent communication skills, both verbal and written, for effective interactions with internal and external stakeholders.
• Self-motivated, able to work independently, and willing to assist others when needed.
• Demonstrated integrity and commitment to maintaining confidentiality.

What We Offer: We provide a competitive salary and benefits package along with opportunities for professional growth and development. Our team-oriented environment encourages collaboration and innovation, fostering a positive and inclusive workplace.

Application: If you are excited about the prospect of contributing to data integrity and enhancing our agency's operations, please apply at www.tricorinsurance.com/tricor-careers.

All qualified applicants will receive consideration for employment without regard to age, ancestry, color, family or medical care leave, gender identity or expression, genetic information, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran status, or any other characteristic protected by law.