Operations Data Analyst — CRM & Reporting

Full-time Other-General

Role Overview

The Operations Analyst (Data Management) supports the maintenance and accuracy of operational data within the CRM system and assists with commission and production reporting. The role works closely with internal teams, insurers, and IT to ensure operational data is updated accurately and reports are prepared in a timely manner. This is a hands‑on role suitable for candidates looking to build experience in operations, data management, and reporting within the financial services or insurance industry.

Key Roles & Responsibilities

• Support the extraction and consolidation of production reports from insurers’ systems.
• Update and maintain CRM records, including policy details, client information, and historical records.
• Perform routine data checks to ensure data accuracy, completeness, and consistency.
• Assist in the preparation and reconciliation of commission statements and production reports.
• Support the...