USI Insurance Services · 21 hours ago
Technical Analyst
Maximize your interview chances
Commercial InsuranceConsulting
Growth OpportunitiesH1B Sponsor Likely
Insider Connection @USI Insurance Services
Get 3x more responses when you reach out via email instead of LinkedIn.
Responsibilities
Work with management across the company to create data files and reports as needed
Complete and deliver accurate reports using the Formsite as requested by the Ops Teams and Account Executives
Refresh monthly queries to provide data files to specific agents and agencies, reports are time sensitive
Create bulk uploads to assist the Commissions Department as well as the Operations Teams, the uploads track changes, block transfers, policy # changes, commission type changes, these changes are all created throughout the month to facilitate commission processing
Identify data clean-ups as needed
Point person for specific reporting needs
Resolve data discrepancies, audit uploads as they are being created
Resolve commission inquiries that are assigned thru SharePoint or created as a result of a change in Commission or Agent change
Qualification
Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.
Required
Expert Level Excel Skills (VLOOKUP, PIVOT TABLES, MACROS)
Strong attention to detail
Time Management Skills
Ability to stay organized and focused in a busy environment
Good oral and written communication skills
Professional and dependable
Demonstrates cooperation and collaboration in a team setting
Experience with Microsoft Excel Queries (large data files, formatting, formulas)
3+ years working in a similar environment
Bachelor's degree required
Benefits
Medical
Wellness
Dental
Vision
401(k)
Flexible spending
Health savings accounts
Short and long-term disability
Life insurance
Paid time off policy
Paid family leave benefit
Paid holiday time
Company
USI Insurance Services
USI Insurance Services is an insurance brokerage and consulting firm that delivers diversified insurance and financial services.
H1B Sponsorship
USI Insurance Services 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
2023 (2)
Funding
Current Stage
Late StageTotal Funding
$1BKey Investors
Kohlberg Kravis Roberts
2023-09-11Private Equity· $1B
2017-03-17Secondary Market
2017-03-17Acquired
Leadership Team
Recent News
Globe Newswire
2024-06-03
2024-05-17
GlobeNewswire News Room
2024-05-06
Company data provided by crunchbase