Ascensus

Carrier Data Coordinator

Ascensus(1 month ago)

HybridFull TimeMedior$79,909 - $106,672 (estimated)Insurance Reporting
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About this role

The Policy Data Analyst at Newport (an Ascensus company) collects, analyzes, and interprets insurance and retirement policy data to identify trends and ensure data accuracy, completeness, and consistency. The role supports client reporting for plan sponsors and advisors and partners closely with insurance carriers and internal teams to meet reporting requirements. This position helps maintain high-quality, reliable data used for financial and client reporting.

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Required Skills

  • Data Analysis
  • Excel
  • Reporting
  • Policy Analysis
  • Financial Modeling
  • Crystal Reports
  • Communication
  • Problem Solving
  • IRR
  • VLOOKUP

+2 more

Qualifications

  • Bachelor's Degree in Business, Finance, Accounting, Economics, Mathematics, or Related Field
  • Life Insurance License (Preferred)
Ascensus

About Ascensus

ascensus.com

Everyone deserves to feel financially secure. We help more people save through partnerships with leading financial institutions and state governments.

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