Job Description
Job Description
At Custom Design Benefits, our growth is fueled by a clear vision, disciplined execution, and a team that leads with values. We’re 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 :
AchieverCritical ThinkerProblem SolverPositiveReliableSelf-StarterTeam-PlayerPowered by JazzHR
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