Related skills
reporting databases data analysis project management excel📋 Description
- Monitor competitors and market positioning to inform strategic initiatives.
- Work with our insurance carrier partners to ensure accurate policy issuance and updates.
- Process, organize, and maintain client files, policy documents, and claims data.
- Conduct regular audits to verify the accuracy of client and policy records.
- Handle sensitive information with confidentiality and discretion.
- Generate reports on policy renewals, claims status, and other metrics.
🎯 Requirements
- Bachelor's degree in Business, Marketing, Economics, or a related field.
- 5+ years of experience.
- 2-3+ years in administration, internal customer service, analysis or a related field.
- Prior experience working in financial services, consulting, or healthcare is highly desired.
- Proven ability to create and maintain systems for delivering white glove customer service.
- Exceptional project management skills with a track record of managing complex processes.
🎁 Benefits
- Integrity
- Passion for service
- Innovative
- Growth oriented
- Caring for others
- Promise-centric
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