What are the responsibilities and job description for the Data Analyst and Administrator position at Integrity Marketing Group?
About Brokers International
As The Original Agency Builder since 1983™, Brokers International is one of the largest and most experienced insurance marketing organizations in the country. We work effortlessly to help our agency partners, and their financial professionals build their businesses and serve their customers through innovative products, marketing, compliance, and operational support. In June of 2021, we partnered with Integrity Marketing Group, the nation’s largest independent distributor of life and health insurance products, to help us expand our reach and provide a more holistic planning service to agents and agencies across the industry.
Under the leadership of Mark Williams, BI is making significant investments in talent, operations, sales and marketing capabilities, and digital platforms in order to step-change its ability to drive accelerated growth as a strategic partner.
BI and it’s subsidiary organizations are making significant investments in talent, operations, sales and marketing capabilities, and digital platforms in order to step-change its ability to drive accelerated growth as a strategic partner. Our culture is one of inclusion, diversity of thought and passionate teamwork. You will be surrounded by individuals that are passionate about our company, our brand, the level of support we provide our partners, and working as one integrated team. Our core values are Teamwork, Work Ethic, Integrity, and Customer Service. If you are up for the challenge, come join us and be part of taking BI on a new journey of accelerated growth and success.
Job Summary
Excellent opportunity to join a successful well-established wholesale insurance company looking to grow to the next level. The Data Analyst and Administrator will focus on understanding and analyzing all Integrity Wealth data needs, requirements, sources and platforms. This role will provide data analysis and customer support, working to establish efficiencies in the data process. A successful candidate will have goals of data engineering and understand the data platforms.
Primary Responsibilities:
Effectively work in a matrixed team in support of specific business and/or regulatory needs.
Troubleshoot and research data inconsistencies, create efficiencies, support Wealth platforms including Black Diamond, Pershing, Charles Schwab, Salentica, Nexus.
Research and build a detailed understanding of the problem and related data assets in order to code the data processing and analysis.
Ensure that the data used follows the compliance, access management, and control policies of the company while meeting the data governance requirements of the business.
Work with technical groups to support the collection, integration, and retention of the data sources.
Apply data visualization and summarization techniques to the analytical results.
Interpret and communicate the results in a manner that is understood by the business.
Primary Skills & Requirements:
Bachelor's or Masters's Degree in Mathematics, Engineering, Computer Science, or equivalent work experience.
5 years related technical experience and 3 years analytical experience in the Banking/Financial industry or similar highly regulated industry.
Understand all sources of data – DTCC, DST, DAZL, Nexus, Pershing, Charles Schwab, etc.
Data migration skills – ETL processes, API integrations
Previous experience with Black Diamond, Salentica, Pershing, and Charles Schwab preferred
Ability to reconcile data across multiple platforms
About Integrity
Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.
Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you’ll love, and we’ll love you back. We’re proud of the work we do and the culture we’ve built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.
Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are — in person, over the phone or online. Integrity’s employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.
Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.
