Job Title: Data Coordinator
Department: Medicare Operations
Reports To: Operations Manager / Executive Vice President
About Us: The Brokerage Inc. is a leading marketing organization in the health and life insurance market. A local company for more than 49 years, The Brokerage Inc. has a full range of products and services for health and life agents and agencies nationwide. By striving to make it easy for agents and agencies to contract, train, and sell insurance products, The Brokerage Inc. is one of the leaders in the Medicare market nationwide and is ranked among the top national marketing organizations in the nation.
We’re looking for individuals that want to make an impact in a growing family-owned organization dedicated to providing best in class service and support to agents and agency partners.
Job Summary: The Data Coordinator is responsible for collecting, entering, and maintaining accurate and organized data across systems to support internal reporting, analysis, and operational workflows. This entry-level position plays a key role in ensuring data integrity and supports cross-functional teams with timely and accurate data resources. Additionally, the Data Coordinator assists with special projects for the Executive Vice President, providing operational and analytical support. The ideal candidate excels in meeting deadlines, managing competing priorities, and delivering clear and timely data.
Key Responsibilities:
- Input, update, and maintain data in internal databases, spreadsheets, and tracking tools
- Verify accuracy of data from various sources and correct any inconsistencies
- Collaborate with internal departments to gather and validate required information
- Generate routine reports and assist with data analysis projects
- Assist with data cleanup and quality assurance tasks
- Maintain data confidentiality and comply with data protection policies
Qualifications:
- Knowledgeable with spreadsheets and Excel
- Computer literate
- 3+ years in data entry
- Contracts: 1+ years (preferred)
- Industry specific with Agencybloc, Agency integrator, Surancebay
- College Degree
- Excellent written and verbal communication skills
- Proficient in Microsoft Word, Excel, and Outlook. Must be able to learn and acquire proficiency in the CRM software that TBI utilizes.
Qualifications & Skills:
- Bachelor’s degree or relevant work experience preferred
- Experience reviewing and analyzing carrier reports is a plus
- Proficiency in Excel and reporting tools (pivot tables, lookups, data validation)
- Strong attention to detail and problem-solving skills
- Excellent communication and organizational skills
- Ability to manage multiple priorities and meet strict deadlines
- Experience with databases or CRM systems is a plus
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