Data Analyst / Project Manager
Access Insurance Underwriter LLC
Nov 2023 - Jul 2024 (9 months)
• Data Management and Analysis: Conducted comprehensive data management by cleaning, organizing, and analyzing client data for app import, ensuring accuracy of client information and policy data.
• Sales Report Accuracy: Identified and resolved discrepancies in weekly sales reports, ensuring accuracy for sales meetings.
• Depopulation Report Management: Managed depopulation reports from carriers, identifying the best deals for clients transitioning from Citizens Property Insurance.
• KPI Tracking System Development: Developed KPI tracking systems for multiple teams, collaborating with team leaders to track and improve team performance through coaching.
• Salesforce Data System Development: Created a system for cleaning and analyzing Salesfo