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Role Description

Supports Saybrus Partners on business reporting, processing, and operational needs. Consolidates, analyzes, and communicates critical information to internal and external parties.

Principal Duties and Responsibilities

• Performs critical analysis and validation of data from multiple third-parties to prevent inaccurate daily and monthly reporting which could have financial impact on individuals and the firm overall.
• Independently validates and monitors regular premium reporting by partner channels and wholesaler with policy related details and other data required to manage the business at all levels.
• Responsible for ensuring accuracy of all business reports; accuracy and attention to detail is critical as these play a significant role in senior management strategic planning.
• High level comprehension of data being fed into Firm systems from multiple third-parties and can manipulate critical data to ensure it is fed correctly into Saybrus reporting systems.
• Support Salesforce administrator, including advisor/agent data loads and maintenance, report building, and system build out for user roles and profiles.
• Independently and proactively offer solutions and resolve key business issues as related to business reporting.
• Support new account launch and implementation by gathering and defining business needs and data requirements.
• Accomplishes organization goals by accepting ownership for undertaking new and different requests; exploring opportunities to add value to job accomplishments.
• Work on special projects as needed.
• Perform miscellaneous duties as required by management.

Qualifications

• College degree or related experience.
• Flexibility with work assignments; ability to multitask under significant time constraints.
• Must be extremely organized and have a keen attention to detail.
• Demonstrated ability to use reporting tools including Microsoft Excel formulas and Microsoft Access.
• Knowledge of Salesforce/SmartOffice/Agency Integrator a plus.
• Team-oriented attitude.
• Proven ability to set and achieve goals.
• Relationship building and networking skills.
• Exercises critical thinking with the ability to identify and troubleshoot situations to ensure data is flowing through the system in a timely manner.
• Ability to work independently in a fast-paced, multi-faceted environment while multi-tasking, and focusing on critical path deliverables.
• Identify process improvements, opportunities to increase efficiency.

Requirements

• Salary Range: $55,000-$80,000.
• Salary offers will vary commensurate with experience, education, skills, and training.

Benefits

• A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.