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 :
- Achiever
- Critical Thinker
- Problem Solver
- Positive
- Reliable
- Self-Starter
- Team-Player Powered by JazzHR