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Operations & Data Systems Specialist / Business Systems Coordinator

Leavitt Great West Insurance Services · enterprise

Leavitt Great West Insurance Services provides insurance and employee benefits solutions, focusing on client relationships and account management.

Leavitt Great West Insurance Services is the employer — EngRadar is a job radar, not a recruiter. We track this posting from their own careers page and send you straight there; we never handle applications or CVs.

Boca Raton, FL Full-time Posted 1mo ago insuranceemployee benefits
$50k–$80k Apply directly →

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

Posted by Leavitt Great West Insurance Services on their own careers page — you apply directly, no recruiter in between. View original / apply →

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