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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong proficiency in data management processes, including list management, data imports, and maintaining process documentation. Capable of executing tasks accurately and efficiently while building productive relationships across teams and addressing business needs with sound judgment.
Highest-signal resume keywords
Data ManagementMicrosoft Excel ProficiencyList ManagementBusiness Process CoordinationCRM Familiarity
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Data ImportsList ManagementData ValidationRecord UpdatesProcess Documentation
Soft Skills
Attention to DetailProblem-SolvingCommunicationTeam CollaborationService Orientation
Tools & Technologies
Microsoft OfficeSalesforceMicrosoft TeamsMicrosoft Outlook
Industry Keywords
Financial ServicesInsurance OperationsBusiness ProcessesConfidential Information Handling
About the role
Key responsibilities & impact- Execute and coordinate data-related business processes across teams
- Ensure work is completed accurately and within established timelines
- Develop and apply understanding of complex business rules, guidelines, exceptions, and process nuances
- Execute recurring activities according to established requirements and timelines
- Serve as a central coordination point for questions and issues
- Research needs, facilitate updates, and manage items through resolution
- Manage the shared mailbox and coordinate responses
- Coordinate and execute data-related requests, including list management, data imports, mass attribute tagging, and campaign data uploads
- Maintain process documentation
- Identify recurring issues requiring escalation or additional review
- Build productive working relationships across teams to coordinate activities and resolve issues
- Communicate questions, requirements, actions, and status clearly and concisely
- Manage responsibilities and follow requests and issues through completion
- Apply sound judgment and practical problem-solving to address business needs
- Anticipate needs and address issues before escalation
- Adjust as priorities, processes, and business needs evolve
- Execute assigned processes accurately and within established timelines
- Manage questions, requests, and issues through resolution with appropriate coordination and follow-up
- Complete data-related requests accurately and maintain current process documentation
Requirements
What you’ll need- College degree or at least 2+ years of relevant business experience
- Ability to handle confidential information with discretion
- Proficiency with Microsoft Office, particularly Excel, Outlook, and Teams
- Familiarity with Salesforce or a similar CRM platform
- Experience with data imports or list tools is a plus
- General understanding of financial services or insurance operations preferred
- Ability to work independently while contributing in a team-based environment
- Ability to understand and apply complex business rules, guidelines, exceptions, and nuances
- Experience with list management, data imports, record updates, and data validation
- Strong proficiency in Microsoft Excel
- Strong attention to detail and ability to manage competing priorities and meet deadlines
- Responsive, service-oriented support for internal requesters
- Some business travel may be required
Benefits
Comp & perks- Incentive programs and incentive compensation tied to business and individual performance
- Flexible environment supporting well-being and inclusion
- Health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage
- Adoption/surrogacy and wellness benefits
- Employee/family assistance plans
- Retirement savings plans, including pension/401(k) savings plans
- Global share ownership plan with employer matching contributions
- Financial education and counseling resources
- Up to 11 paid holidays
- 3 personal days
- 150 hours of vacation
- 40 hours of sick time, or more where required by law
- Statutory leaves of absence
- Reasonable accommodation during the application process