CRM Architect

Complete Family Protection

Lehi, UT

JOB DETAILS
SALARY
SKILLS
Artificial Intelligence (AI), Auditing, Business Operations, Communication Skills, Customer Relationship Management (CRM), Data Analysis, Data Entry, Data Quality, Datasheets, Dental Insurance, Detail Oriented, Insurance, Insurance Sales, Lead Generation, Multitasking, Organizational Skills, Presentation/Verbal Skills, Reporting Skills, Retirement Plan, Sales, Sales Pipeline, Training/Teaching, Writing Skills
LOCATION
Lehi, UT
POSTED
Today

We are looking for a detail-oriented and motivated Entry Level Data Analyst to join our team in Lehi, UT. In this role, you will play a key part in tracking and auditing the status of insurance sales across our pipeline ensuring our records are accurate, up to date, and actionable.

This is a great opportunity for someone who is organized, curious, and eager to build a career in data and business operations. You do not need prior experience in data analytics or the insurance industry we will teach you everything you need to know through hands-on, on-the-job training.

You will work closely with our Director of Operations, using a set of industry-leading tools to monitor deal progress, flag discrepancies, and produce clear reporting that drives smarter business decisions.

Salary Range: $50000.00 per year


Benefits

Annual Base Salary + Bonus Opportunities

Paid Time Off (PTO)

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Parental Leave

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan


Responsibilities

  1. Audit and monitor the status of insurance sales from initial lead through policy issuance using our CRM platform, GoHighLevel
  2. Maintain and update tracking records in Google Sheets to ensure data accuracy and consistency across all stages of the sales pipeline
  3. Use Claude (AI) to assist with data summarization, drafting reports, and identifying patterns or anomalies in sales data

Requirements

We believe that character matters more than a perfect resume. Here is what we are looking for:

Strong attention to detail you catch things others miss

Comfortable working with computers and learning new software quickly

Basic familiarity with Google Sheets (you don't need to be an expert)

Strong organizational skills and the ability to manage multiple tasks at once

Clear written and verbal communication skills

Reliable, self-motivated, and able to work independently once trained

Curiosity and a willingness to learn this role grows with you

About the Company

C

Complete Family Protection