Data Analyst

Job Title: Quality Analyst

Business Unit: Fidelis

Location: Gilbert, AZ

About Fidelis

Fidelis Consultants, an Integrity Company, is a health insurance brokerage that markets to the Medicare and health insurance spaces. that has its roots right here in Gilbert, Arizona. We pride ourselves on being a company that cares about our clients, agents, and, of course, employees! We live by our name, which means Faithful, Loyal, and True.

Job Summary

The Quality Assurance & Data Coordinator supports the Business Systems, Data, CRM Management, and Quality Assurance function by maintaining accurate CRM records, updating Ready-to-Sell (RTS) and carrier appointment information, completing routine quality reviews and reconciliations, and preparing reports. The Coordinator partners with Contracting and other business teams to research data discrepancies, complete approved updates, and escalate exceptions in accordance with established procedures. This role is well suited for someone who is detail-oriented, organized, comfortable working with data and systems, and able to manage recurring deadlines accurately.

Primary Responsibilities

CRM & Data Management

• Maintain accurate agent, agency, carrier, contract, and appointment information within the CRM and related systems.
• Review CRM data for duplicate, incomplete, inaccurate, or inconsistent records and complete approved corrections.
• Assist with routine data maintenance, cleanup, and reconciliation activities to support accurate and usable records.
• Prepare recurring CRM reports, lists, and data validations for Contracting, Sales, Operations, and leadership.

RTS, Appointments & Quality Assurance

• Maintain weekly Ready-to-Sell (RTS) reporting and current RTS and state appointment information.
• Compare RTS, licensing, certification, and appointment data across the CRM, carrier reports, and related systems.
• Research routine discrepancies, complete approved corrections, and escalate exceptions requiring additional review.
• Maintain supporting documentation and accurate records for RTS and appointment updates.
• Communicate rec...

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