Ascensus · 18 hours ago
Carrier Data Coordinator
Greensboro, NC
Full-time
Onsite
New Grad, Entry LevelAscensus, through its Newport division, helps employers provide secure financial futures via retirement plans and consulting services. The Carrier Data Coordinator is responsible for collecting, analyzing, and interpreting policy data, ensuring accuracy and consistency while collaborating with insurance carriers to meet reporting requirements.
ConsultingRetirementTraining
Responsibilities
Collects all pertinent data from requisite sources and uploads data to proprietary reporting system
Researches and resolves any issues concerning products, policy values, crediting rates, and other data received
Identifies product related issues requiring additional attention and works independently to resolve
Understands the differences and similarities between general account, separate account, and hybrid account insurance policies
Broad understanding of each product for assigned Carriers which includes, but is not limited to, account type (general, hybrid, or separate), mortality treatment, crediting rate methodology, and policy maturity provisions
Reviews and analyzes data received to ensure accuracy and uploads into Client Reporting system
Develops a process and methodology for regular yield analysis and identification of changes relevant to each of the Carriers’ products
Performs various financial functions and cell manipulation in Microsoft Excel including Internal Rate of Return (IRR), VLOOKUP, etc
Strong understanding of time value of money concepts
Solves complex problems and improves processes
Develops and maintains full understanding of day-to-day workflow processes required for assigned Carrier products
Takes ownership and initiative to ensure internal client expectations are met, including follow through, follow-up and understanding when and how to involve others
Self-starter working in a fast-paced, demanding environment under tight deadlines
Works independently to manage assigned workload while working under pressure and can readily adapt to changing priorities
Supports all administrative activities as needed for assigned Carrier relationships
Assists in facilitation of communication between the different business lines represented in Ascensus’ Newport team for all assigned Carriers
Works directly with Carrier partners to resolve discrepancies in the values received. Must be able to explain why the data is wrong and what values are expected
Communicates issues to internal associates and works directly with the Carrier to resolve discrepancies
Collaborates with others, seeks/conveys information, initiates action, adapts to change and openly shares knowledge with colleagues
Participates in setting department standards, processes, and procedures
Qualification
Required
Bachelor's degree from an accredited university in Business, Finance, Accounting, Economics, Mathematics, or related field or comparable work experience
Must have advanced MS Office skills, especially in Excel
Crystal Reports
Preferred
Life Insurance license (preferred but not required)
Company
Ascensus
Ascensus delivers high-quality solutions for every segment of the retirement plan marketplace.
Founded in 1980
5001-10000 employees
H1B Sponsorship
Ascensus has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (9)
2024 (7)
2023 (9)
2022 (23)
2021 (14)
2020 (19)
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Atlas Merchant Capital
2021-04-26Acquired
2019-02-19Secondary Market
Leadership Team
David Musto
CEO
Marc Mehlman
Chief Financial Officer
Recent News
2025-10-09
Crowdfund Insider
2025-09-17
2025-09-17
Company data provided by crunchbase