Operations & Data Systems Specialist / Business Systems Coordinator

Leavitt Group • SQL • 3 days ago
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$50k – $80k per year
Location
In office (Boca Raton)
Employment
Full-Time
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Leavitt Group

The Leavitt Group is a privately-held insurance brokerage. The company provides its clients with insurance market access and a wide range of services and resources including employee benefits solutions, property and casualty insurance, risk manage...
leavitt.com • Fresno • Colorado Springs • Bellevue • Miami • Salt Lake City • Risk Management • Financial Services • Insurance

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

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