Data Operations Associate

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TYPE OF WORK

Gig

SALARY

$6.00 - $8.00/hour

HOURS PER WEEK

30

DATE UPDATED

Apr 17, 2026

JOB OVERVIEW

PLEASE APPLY ONLY IF YOU HAVE AT LEAST ONE YEAR OF EXPERIENCE WORKING WITH EZLynx in the insurance industry. Bonus if you have experience in Monday.com (CRM)

COMPANY OVERVIEW:
With over 25 years in business, Premier Group Insurance is one of the largest and fastest growing Property & Casualty (P&C) insurance agencies in the United States. Insurance Journal ranks Premier in the Top 12 in Personal Lines out of an independent agency universe of nearly 40,000 agencies, and #38 in total P&C. We are a team of dedicated professionals with a singular focus: to be the best in the industry for our agency owners and the staff who support them. We believe that a best-in-class insurance network should provide four key elements to insurance entrepreneurs:

Role and Responsibilities - Policy Download Matching & Enrollment
• Manage and reconcile policy downloads from insurance carriers, ensuring accurate matching to AMS client records. We use EZLynx as their primary Agency Management Systems (AMS)
• Investigate and resolve unmatched or incorrect policy data leveraging AMS and CRM tool. We use ---------- as their primary CRM tool
• Collaborate with agents to troubleshoot download issues and provide operational support
• Enroll and onboard agencies for new carrier download connections, ensuring proper setup, maintenance and activation
• New insurance carrier setup
• Coordinate with Personal Lines, Commercial Lines, Commissions & Accounting, and Licensing departments to identify and resolve data discrepancies
• Track data discrepancies and recurring issues, reporting insights and recommending process improvements
• Update management on Data Trends & Analysis of mis-matches and reasons
• Book of Business data pull - download data from EZLynx into Excel format, create pivot tables and visualization for management

ABILITY TO:
• Work effectively in a collaborative team environment
• Learn multiple insurance carrier systems, reporting platforms
• Be comfortable communicating with insurance carriers and agent in resolving policy un-matches and carrier setup issues
• Think outside of the box and develop tools for Independent Agents
• Communicate clearly and effectively, both orally and in writing
• Be comfortable communicating with vendors (EZLynx, Carriers, etc.)
• Prepare and present clear and concise reports to variety of audiences
• Learn and become very comfortable with AMS (EZLynx) and CRM ( ---------- ) tools
• Maintain confidentiality
• Plan and devise meetings and work plans
• Exercise sound decision making

MINIMUM JOB REQUIREMENTS
• Familiarity with EZLynx is a must. Please only apply if you have this experience.
• ---------- (preferred) or be willing to learn quickly and be self supportive of this CRM
• Proficiency in Microsoft Excel, Word, and other Company tech stack softwares
• Excellent attention to detail and ability to follow structured processes
• Strong organizational and time management skills

SOFT SKILLS:
• Strong communication and collaboration skills
• Ability to handle repetitive tasks with consistent accuracy
• Willingness to learn new systems and IT processes
• Problem solving mindset with a focus on continuous improvement

This position is a full time position. Hours are flexible between 7:30 am - 3 pm Colorado Mountain Time zone (in the U.S.A.)

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