Data Analyst I

Applied General Agency

Location: Remote

About Applied General Agency

Applied General Agency was founded by Patrick Rodriguez in 1993. Headquartered in Anaheim, California, AGA has become one of the largest Medicare-focused independent marketing organizations in the nation. AGA was created with the intention of providing unparalleled value to overworked agents who had more obligations than time.

With the support of a full back-office team, AGA has the vision and tools to make quality agents even more successful. AGA has grown to support close to 10,000 agents in serving the needs of half a million Americans nationwide. For more information, visit

Job Summary

AGA is seeking a Data Analyst I to support the business by extracting, analyzing, and visualizing data to identify trends and inform decision-making. In this role, you will collaborate with cross-functional teams to understand their data needs and deliver actionable insights through reports and dashboards. This is a great opportunity for a detail-oriented individual with a passion for data to contribute to AGA’s success.

Primary Responsibilities:

• Data Extraction & Cleaning: Gather data from various internal and external sources, ensuring data accuracy and integrity through cleaning, validation, and transformation.

• Reporting & Dashboard Development: Design, develop, and maintain interactive dashboards and reports using Power BI to visualize key performance indicators (KPIs).

• Ad-Hoc Reporting & Analysis: Respond to ad-hoc data requests from business stakeholders, providing timely and accurate reports based on user requests.

• Documentation: Document data sources, methodologies, and analytical processes to ensure transparency and reproducibility.

• Collaboration with Business Stakeholders: Partner with business users to understand their data needs and translate them into analytical solutions.

• Support Financial Forecasting: Assist in the development and refinement of financial forecasting models by providing data analysis and insights.

• Process Improvement: Identify and implement opportunities to automate manual reporting processes to improve operational efficiency.

• Education: Bachelor’s degree in a quantitative field such as statistics, mathematics, computer science, economics, or a related field.

• Experience: 0-2 years of experience in data analysis or related role.

• Programming Proficiency: Working knowledge of at least one programming language for data analysis (Python, R, or similar tool).

• Database Skills: Knowledge of database & data warehouse structure, experience using SQL for data extraction and manipulation a plus.

• Data Visualization: Strong skills in Microsoft Power BI for creating interactive dashboards and visualizations.

• Analytical Skills: Solid understanding of statistical concepts and techniques.

• Communication Skills: Excellent written and verbal communication skills, with the ability to explain technical concepts to non-technical audiences.

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.