The Client Services Data Analyst must be a flexible self-starter with a high level of attention to detail and accuracy. Responsibilities include updating life insurance product information and rates using proprietary tools, writing Excel formulas and creating basic HTML formatted documentation.
The role also requires software testing and interfacing with internal and external stakeholders to ensure business objectives are achieved.
We are looking for an individual can thrive in a fast pace, self-driven environment with a fun group.
Essential Job Functions
- Identify client requirements, define scope of project and timeframes for completion, develop specifications and prepare necessary documentation
- Translate user requirements into Software Design Documents
- Perform data research and analysis to ensure client data accuracy
- Schedule client implementations
- Carry out product maintenance for new and existing products
- Manage client projects through the Software Development Cycle
- Collaborate with users and clients on usability and functionality enhancements
- Provide technical support to clients
- Advanced skills in Microsoft Excel
- Adept with mapping and system integration
- Coordinate with internal Ebix teams for purpose of integrations or troubleshooting
- Become subject matter expert in given technical system
Minimum Requirements
- 4-year college degree required
- 3+ years of work experience
- Methodical critical thinking, analytical, problem solving, and organization skills
- Excellent communication, both in-person and on the telephone, as well as in written correspondence
- Good interpersonal skills, and team playe, relationship-driven attitude
- Must have strong aptitudes to learn new technical skills
- Proficiency in working with Microsoft Office (Word, Excel)
- Ability to work independently
- Proficiency in HTML, JavaScript and SQL desired
- Working knowledge of Windows client / server environments
- Technical Customer Service and Data Entry experience
Preferred Requirements
- Insurance / financial services industry knowledge
- Part experience in customer or client service roles
Benefits :
- Paid Vacation / Sick
- Health, Dental & life insurance
- Long & short term disability
- 401K w / Company match
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