Data Support Specialist

Posted 6 Days Ago
Be an Early Applicant
Richardson, TX, USA
Hybrid
Junior
Insurance • Financial Services
The Role
Supports account services through document uploads, website updates, data processing, audits, direct carrier entry, and invoice reviews. Maintains accurate client and carrier data across multiple systems, identifies discrepancies, and builds Excel tracking and reporting tools. Performs basic HTML edits, communicates audit status and data issues, and supports related projects while handling sensitive information in accordance with HIPAA and security standards.
Summary Generated by Built In

Position Summary: The primary function of the Data Support Specialist is to support the Account Services team with data-driven audit, processing, and platform maintenance work, with a primary focus on document uploads and other website updates in the BSC platform. This role assists with pulling and processing audits throughout the year, direct carrier entry (DCE) processing, and invoice audits for specific carriers. A self-starter who is highly organized, detail-oriented, and comfortable working independently across multiple data systems and spreadsheets to keep client and carrier data accurate and current. Relies on strong attention to detail and sound judgement to plan work and accomplish department goals. Some supervision necessary.

Supervisory Responsibilities: None

Essential Tasks:

  • Assist with uploading documents and other website updates in the BSC platform (primary job responsibility)
  • Assist with pulling and processing audits throughout the year
  • Assist with direct carrier entry (DCE) processing
  • Assist with invoice audits for specific carriers
  • Support other data-related projects and audits as needed
  • Maintain accuracy and consistency of data across client and carrier systems, flagging discrepancies for resolution
  • Perform basic HTML coding/edits as needed to support website and platform updates.
  • Build and maintain Excel-based tracking and reporting tools to support audit and data processing work
  • Maintain quick, clear, and professional communication with team members regarding audit status, data issues, and project timelines
  • Perform other duties as needed or required

Core Competencies:

  • Display leadership skills and ability to motivate fellow employees
  • Ability to Analyze and Solve Problems: Skill in recognizing challenges, exploring options, and implementing effective solutions in a timely manner
  • Attention to Detail: A strong focus on completing tasks and projects accurately and thoroughly
  • Communication Skills: Capable of expressing ideas clearly in both verbal and written forms and engaging with various audiences
  • Timely Task Completion: Ability to finish tasks and projects efficiently, managing resources and priorities effectively
  • Team Collaboration: Willingness to work together with others, promoting teamwork and supporting shared goals
  • Client Focus: Dedication to understanding and addressing the needs of clients and stakeholders to ensure their satisfaction
  • Dependability: Acknowledgment of the importance of being present and punctual
  • Creative Thinking: Openness to suggesting new ideas and methods to improve processes and outcome
  • Organizational Skills: Capability to prioritize tasks and manage multiple projects simultaneously
  • Adaptability: Willingness to adjust to changing situations and priorities, showing resilience in a dynamic work environment

Experience and Education:

  • High School Diploma; Associate’s or Bachelor’s degree preferred
  • At least 1-2 years’ experience in data entry, data processing, audit support, or a similar back-office/administrative role
  • Must be able to perform basic coding, such as basic HTML
  • Must be highly organized and detail oriented
  • Good written and verbal communication skills
  • Professional conduct and appearance which enhances company image
  • Excellent planning, organizational, and time management skills. Individual should prioritize and plan work activities efficiently
  • Self-starter with the ability to work independently
  • Must have proven work ethic and ability to work in a team environment
  • Team player
  • Complete tasks accurately and timely
  • Work requires continual attention to detail in reviewing, entering, and proofing data, establishing priorities and meeting deadlines
  • Adherence to all company policies and rules
  • Commitment to safety in all work practices
  • Work requires an excellent command of the English language
  • Must have high level of discretion to handle sensitive and confidential data, and continually adheres to HIPAA and security standards
  • Regular and predictable attendance is an essential function of this job 

Licensing and Credentials:

  • None 

Systems:

  • Proficient with Microsoft Office Suite-must be excellent in Excel (formulas, pivot tables, data cleanup/comparison)
  • Applied Epic experience preferred, but knowledge of similar Agency Management System (AMS) is acceptable
  • Working knowledge of website/content management platforms, or the ability to learn them quickly (BSC platform experience a plus)

Physical Requirements:

  • Ability to lift 25 pounds
  • Repeated use of sight to read documents and computer screens
  • Repeated use of hearing and speech to communicate on telephone and in person
  • Repetitive hand movements, such as keyboarding, writing, 10-key
  • Walking, bending, sitting, reaching, and stretching in all directions

Benefits & Compensation: 

  • Higginbotham offers medical, dental, vision, prescription drug coverage, 401K, equity incentive plan as well as multiple supplemental benefits for physical, emotional, and financial wellbeing. 
  • Employee Wellness Program 
  • Company paid holidays, plus PTO 

Notice to Recruiters and Staffing Agencies: To protect the interests of all parties, Higginbotham Insurance Agency, Inc., and our partners, will not accept unsolicited potential placements from any source other than directly from the candidate or a vendor partner under MSA with Higginbotham.  Please do not contact or send unsolicited potential placements to our team members.

*Applications will be accepted until the position is filled 

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Skills Required

  • High school diploma
  • Associate's or bachelor's degree
  • At least 1-2 years of experience in data entry, data processing, audit support, or a similar back-office or administrative role
  • Ability to perform basic coding, including HTML
  • Proficiency with Microsoft Office Suite, especially Excel formulas, pivot tables, data cleanup, and data comparison
  • Applied Epic experience
  • Knowledge of a similar Agency Management System
  • Working knowledge of website or content management platforms, or ability to learn them quickly
  • Highly organized and detail-oriented
  • Good written and verbal communication skills
  • Excellent planning, organizational, and time-management skills
  • Ability to work independently as a self-starter
  • Ability to work effectively in a team environment
  • Excellent command of the English language
  • Ability to handle sensitive and confidential data and adhere to HIPAA and security standards
  • Regular and predictable attendance
  • Ability to lift 25 pounds and perform repetitive computer, keyboarding, walking, bending, sitting, reaching, and stretching activities

Higginbotham Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Higginbotham and has not been reviewed or approved by Higginbotham.

  • Healthcare Strength — Health coverage is positioned as comprehensive, with extensive insurance options and access to high-quality plans at competitive rates. Employer contributions toward medical premiums and additional coverage options are described as part of the package.
  • Equity Value & Accessibility — Employee ownership is highlighted as a notable component of total rewards, framed as an “owner” model with potential long-term upside. Stock programs, grants, profit units, or similar participation are described as part of compensation for some roles.
  • Leave & Time Off Breadth — Paid time off is repeatedly positioned as a strength, including references to strong PTO and time to support community involvement. A flexible work environment and some hybrid flexibility are also described as part of the overall rewards experience.

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The Company
HQ: Fort Worth, TX
1,095 Employees
Year Founded: 1948

What We Do

We're an employee owned and customer inspired, insurance and financial services broker that's family to our employees, accountable to our clients, teammates to our carriers, and generous to our communities. By using our independence to commit to transparency and demonstrate authenticity, we're a company that leads with values so value leads.

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