Data and Operations Support Specialist

Job description

Job Summary: Plan Advisors, an Integrity company, helps support the business growth of agents and agencies by supporting their financial and technology needs. With a focus on service, we strive to ensure that we have a team comprised of industry experts that can serve as a trusted business resource and partner. We are seeking a detail-oriented and proactive individual to join our team as a *Data & Operations Support Specialist*. This role plays a critical part in ensuring data accuracy, smooth onboarding, and efficient support across multiple projects and departments. The ideal candidate will assist in collecting, managing, and entering key data, including agency and agent demographic, banking, and tax information. They will also support internal audits and cross-functional cleanup efforts, while following established procedures and contributing to ongoing operational improvements. Let’s talk job responsibilities: - Collect, manage, and enter agency and agent basic, demographic, banking, and tax data accurately and efficiently. - Ensure agents are correctly set up in the system and ready for payment processing. - Learn, implement, and follow procedures completely and efficiently. -...