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 recurring data issues and findings to support follow-up, process improvement, and training.
Reporting & Operational Support
Track certification launches, blackout periods, and other operational updates affecting agent readiness.
Prepare routine and requested CRM, RTS, appointment, and data-quality reports, and communicate exceptions or follow-up needs.
Assist with special projects, user testing, data cleanup or conversion activities, and process documentation as assigned.
Partner with team members to resolve routine data issues and complete time-sensitive updates accurately.
Skills & Qualifications
Experience in administrative support, data entry, CRM maintenance, quality assurance, contracting, or operations preferred.
Strong attention to detail and the ability to enter, review, and compare high-volume data accurately.
Working knowledge of CRM systems, Microsoft Excel, and Microsoft Office applications, with the ability to learn new tools and processes.
Strong organizational, research, and follow-through skills, with the ability to manage recurring deadlines and priorities.
Ability to identify discrepancies, follow established procedures, complete approved updates, and escalate exceptions appropriately.
Clear written and verbal communication skills and the ability to work effectively across teams.
Ability to handle confidential information with discretion.
Insurance, licensing, contracting, carrier appointment, or Medicare experience preferred.
About Integrity
Integrity 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…