At Custom Design Benefits our growth is fueled by a clear vision disciplined execution and a team that leads with values. Were guided every day by what matters most:
1. Take Care of Our Clients
2. Be Positive and Bring It
3. Deliver Results
4. Be a Great Teammate/Collaborate
Tasks:
Produce data in a variety of formats including electronic files reports and spreadsheets to maximize
efficiency using various reporting tools.
Design and create reports using tools such as Microsoft Excel.
Generating updating creating modifying and validating reports in Cedargate Plan Analytics Template Manager SQL VBA and other systems as requested.
Create efficiencies and ease of use initiatives for all reporting data.
Design and create ad hoc reports to meet customer and broker needs.
Collaborates regarding reporting design and development to support internal and external stakeholders.
Other duties as assigned.
Our Ideal Candidate:
Achiever
Critical Thinker
Problem Solver
Positive
Reliable
Self-Starter
Team-Player
Required Experience:
Junior IC
At Custom Design Benefits our growth is fueled by a clear vision disciplined execution and a team that leads with values. Were guided every day by what matters most:1. Take Care of Our Clients2. Be Positive and Bring It3. Deliver Results4. Be a Great Teammate/CollaborateTasks: Produce data in a vari...
At Custom Design Benefits our growth is fueled by a clear vision disciplined execution and a team that leads with values. Were guided every day by what matters most:
1. Take Care of Our Clients
2. Be Positive and Bring It
3. Deliver Results
4. Be a Great Teammate/Collaborate
Tasks:
Produce data in a variety of formats including electronic files reports and spreadsheets to maximize
efficiency using various reporting tools.
Design and create reports using tools such as Microsoft Excel.
Generating updating creating modifying and validating reports in Cedargate Plan Analytics Template Manager SQL VBA and other systems as requested.
Create efficiencies and ease of use initiatives for all reporting data.
Design and create ad hoc reports to meet customer and broker needs.
Collaborates regarding reporting design and development to support internal and external stakeholders.
Other duties as assigned.
Our Ideal Candidate:
Achiever
Critical Thinker
Problem Solver
Positive
Reliable
Self-Starter
Team-Player
Required Experience:
Junior IC
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