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Form of workPosition Summary: The Data Aggregation Administrator will perform and deliver on processing routine transactions at a high level of accuracy, supporting finance billing, and responding to inquiries and requests and producing assigned reports. To be successful in this role, you should be well-organized, have great time management skills and be able to act without guidance.
Essential Functions
- Reinsurance Administration Support
- Maintain reinsurance tracking spreadsheet and establish reinsurance files on SharePoint page
- Maintain Lender files on SharePoint
- Upload documents to SharePoint
- Review required documentation and coordinate with team members to obtain additional documents or information
- Prepare monthly Bordereau
- Working with accounting to obtain listing of high liability policies
- Obtain copies of policies from agents, upload to SharePoint folder
- Review file and work with Underwriter to create or modify the submission summary based on the final policy
- Request payment from accounting
- Prepare monthly Management Reports
- Download data from eWestcor, format data and use VLOOKUP to complete fields
- Create pivot tables
- Administrative Support
- Maintain SharePoint pages for International, Reinsurance and Reference
- Post Documents
- Archive obsolete documents
- File Client documents
- Compose, edit and/or format information for internal and external communications (memos, emails, presentations, reports, Excel spreadsheets)
- Maintain Compliance policies; submit policies for annual board approval
- Submit Jitbit tickets for new hires and routine support requests
- Coordinate equipment purchases for new hires
- Assist with new product testing and validations
- Assist with yearly corporate insurance application process
- Respond to requests for Insurance Certificates
- Other duties as may be assigned
Competencies
- Strong communication skills
- Ability to edit document content for clarity
- Logical thinker, with exceptional analytical skills
- Organized
- Efficient multitasking skills
- Thrive in a deadline driven environment
- Ability to manipulate large amounts of data in Excel
- Strong Microsoft Word skills
- High attention to detail and accuracy
Education, Formal Training, and/or Experience
- Associates Degree (3 years of administrative experience) (Minimum Required)
Reasoning Ability
- Ability to identify problems, collect data to provide examples and work with Administrator to resolve. Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
Physical Demands
- The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to sit. The employee is occasionally required to stand; walk; use hands to fingers to type, handle, or feel; reach with hands and arms; stoop, or crawl. The employee must frequently lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, depth perception, and ability to adjust focus.
WORK ENVIRONMENT
- The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations maybe made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate.
NOTE: This job description is not intended to be an exhausted list of duties, responsibilities, or qualifications associated with the job.
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