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    LE

    Leavitt

    Insurance

    Operations & Data Systems Specialist / Business Systems Coordinator

    Boca Raton, United StatesOn-SiteFull-time$50k – $80k / yearPosted 3w ago
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    Job description

    Operations & Data Systems Specialist / Business Systems Coordinator

    Location: Boca Raton, FL (In-Office)
    Salary: $50,000-$80,000/year + Benefits

    We're looking for a tech-savvy problem solver who enjoys finding inefficient processes and replacing them with smarter, automated solutions using AI, CRM systems, databases, and modern business software.

    Responsibilities

    • Manage and maintain CRM databases

    • Build reports, dashboards, and KPI tracking

    • Clean and validate large datasets

    • Create advanced Google Sheets and Excel tools

    • Develop AI-powered workflows and automations

    • Automate repetitive office tasks

    • Integrate software platforms using APIs, Zapier, or Make

    • Support sales and operations with reporting and insights

    • Document processes and create SOPs

    • Identify and implement system improvements

    Requirements

    • Experience with CRM systems, workflows, automations, reporting, and data management

    • Strong Google Workspace and Excel skills

    • Daily user of AI tools such as ChatGPT, Claude, Gemini, or Copilot

    • Highly organized, detail-oriented, and self-motivated

    • Strong analytical and problem-solving abilities

    • Excellent communication skills

    Preferred Experience

    • AI-powered dashboards

    • CRM automations

    • Google Sheets that eliminate manual work

    • ChatGPT workflows

    • Zapier/Make automations

    • SQL reporting

    • KPI dashboards

    • Internal tools that improve efficiency

    #LI-AH1

    Job details are sourced from the employer's original posting.

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    About the company

    Leavitt

    Leavitt is an insurance brokerage firm that provides a range of insurance products and services to individuals and businesses. They specialize in commercial lines insurance, offering solutions for various industries.

    View all Leavitt jobs
    Industry
    Insurance
    Open roles
    62

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