Technical Analyst @ USI Insurance Services | Jobright.ai
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Technical Analyst jobs in Elmwood Park, NJ
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USI Insurance Services · 21 hours ago

Technical Analyst

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Commercial InsuranceConsulting
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Growth Opportunities
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H1B Sponsor Likelynote

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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.

Expert Level ExcelExcel VLOOKUPExcel PIVOT TABLESExcel MACROSMicrosoft Excel QueriesData Auditing

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

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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 Stage
Total Funding
$1B
Key Investors
Kohlberg Kravis Roberts
2023-09-11Private Equity· $1B
2017-03-17Secondary Market
2017-03-17Acquired

Leadership Team

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Sandra Usleman
Senior Vice President & Chief Sales Officer
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Stew Gibson
Senior Vice President and Chief Information Officer
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Company data provided by crunchbase
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