Quality Assurance & Data Coordinator

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 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 a 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 professional opportunities to accelerate your career. Integrity offers 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 Integrity.com.

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.

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 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 Integrity.com.

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.