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Data and Operations Support Specialist

April 30, 2026

Job Summary:Plan Advisors, an Integrity company, helps support the business growth of agents and agencies by supporting their financial and technology needs. With a focus on service, we strive to ensure that we have a team comprised of industry experts that can serve as a trusted business resource and partner.We are seeking a detail-oriented and proactive individual to join our team as a *Data & Operations Support Specialist*. This role plays a critical part in ensuring data accuracy, smooth onboarding, and efficient support across multiple projects and departments. The ideal candidate will assist in collecting, managing, and entering key data, including agency and agent demographic, banking, and tax information. They will also support internal audits and cross-functional cleanup efforts, while following established procedures and contributing to ongoing operational improvements.Let’s talk job responsibilities:<ul><li>Collect, manage, and enter agency and agent basic, demographic, banking, and tax data accurately and efficiently.</li><li>Ensure agents are correctly set up in the system and ready for payment processing.</li><li>Learn, implement, and follow procedures completely and efficiently.</li><li>Appropriately track and prioritize work assignments to meet deadlines.</li><li>Navigate various websites, portals, and internal computer systems to complete tasks.</li><li>Assist in conducting data audits to verify completeness and accuracy.</li><li>Collaborate with various departments to support information cleanup initiatives.</li><li>Learn to identify, troubleshoot, and resolve operational issues as they arise.</li><li>Participate in multiple projects that require reliable data handling and operational support.</li><li>Identify and report data inconsistencies or gaps and work with relevant teams to resolve them.</li><li>Maintain confidentiality and data integrity in line with company policies and data protection regulations.</li></ul>Your experience and skills: <ul><li>A High School diploma or the equivalent plus two years of industry experience.</li><li>Strong attention to detail and high degree of accuracy in data entry and management.</li><li>Ability to learn and follow complex procedures independently and consistently.</li><li>Excellent organizational and time management skills, with the ability to prioritize multiple tasks.</li><li>Proficiency in Excel and data management tools/systems.</li><li>Ability to navigate a variety of websites and internal systems with ease.</li><li>Problem-solving mindset with a willingness to learn and adapt quickly.</li><li>Strong communication skills and ability to work collaboratively across teams.</li><li>Self-motivated with the ability to manage multiple priorities in a dynamic environment.</li></ul>About IntegrityIntegrity 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 <a href="https://www.IntegrityMarketing.com" target="_blank" rel="noopener noreferrer">Integrity.com</a>.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.

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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...