Job Description
We are seeking a highly organized and detail-oriented Data Reporting & Design Coordinator to support our team by managing critical monthly reporting, ensuring data accuracy, creating engaging visual content, and providing general operational support. This role requires a blend of analytical skills, proficiency in Excel and Canva, and a proactive approach to problem-solving. The ideal candidate thrives in a fast-paced environment, enjoys independent work, and possesses excellent communication skills.
Schedule
This position offers some flexibility in scheduling, with core hours Monday-Thursday between 8am and 6pm
Primary Responsibilities
ย Reporting & Data Management:
ย Prepare and deliver accurate and timely end-of-month and monthly retention reports using Excel and Salesforce.
ย Perform rigorous quality control (QC) checks on large Excel reports to ensure data integrity.
ย Analyze data to identify trends and discrepancies
ย Maintain and update relevant databases and reporting templates.
Graphic Design:
ย Assist with creating visually appealing and informative graphics, presentations, and marketing materials using Canva.
ย Ensure brand consistency across all visual communications.
Operational Support:
ย Schedule and coordinate team events, trainings, and meetings.
ย Provide backup support to Customer Service Representatives (CSRs) as needed.
ย Assist with other administrative tasks as required to support the team's efficiency.
ย Organize and maintain digital files.
Required Qualifications
ย Microsoft Excel
ย Canva
ย Exceptional attention to detail and accuracy
ย Strong organizational and time-management skills: Ability to prioritize tasks, meet deadlines, and manage multiple projects simultaneously.
ย Excellent written and verbal communication skills: Ability to communicate clearly and effectively with team members and stakeholders.
ย Proactive and self-motivated: Ability to work independently and take initiative to solve problems.
ย Ability to maintain confidentiality of sensitive information.
ย Adaptability and willingness to do repetitive tasks
Preferred Qualifications
ย Experience in the insurance industry.
ย Prior experience in a role involving administrative support.
ย Experience with scheduling and event planning.
ย Customer service experience.
ย Ability to work under pressure with minimal supervision processing a high-volume of work with a high degree of accuracy and attention to detail
ย Strong numeric and analytic skills, positive attitude, and willingness to assist team members when needed
ย Must have excellent and have excellent problem solving abilities
ย Ability to maintain sensitive information and data confidentiality
Benefits
ย Paid training
ย Potential paths for promotions upon exceeding companyยs quarterly & biannual targets
Job Types: Full-time, Part-time
Pay: From $14.00 per hour
Benefits:
ย 401(k)
ย 401(k) matching
ย Dental insurance
ย Flexible schedule
ย Health insurance
ย Life insurance
ย Paid time off
ย Vision insurance
Language:
ย Spanish (Preferred)
Ability to Commute:
ย Harlingen, TX (Required)
Work Location: In person
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