DescriptionRole Purpose
Assist in the identification, analysis, and documentation of business needs, collaborating with technical teams and sponsors to contribute to process improvement, solution implementation, and data-driven decision-making
Key Responsabilities
- Review information to detect inconsistencies between documentation submitted by the Sales team and the received bordereaux
- Record premiums and monthly commissions for existing business within CAM.
- Monitor results following project implementation.
- Ensure that deliverables meet defined standards.
- Track progress and ensure alignment of tasks with technical and business teams.
- Generate simple reports to support decision-making and business strategy.
- Document requirements by creating structured workflows.
- Propose improvements or simple automation solutions.
- Identify risks and propose mitigation plans
QualificationsRequirements
- Bachelor’s degree in business administration
- Advanced Excel skills, including the use of complex formulas, pivot tables, data validation, and basic automation (macros)
- Intermediate knowledge of Power BI for the creation, updating, and maintenance of interactive dashboards and reports
- Intermediate knowledge of SQL, with the ability to perform queries, cross-reference data, and extract data from various sources
- Intermediate knowledge of the structure and content of the English and Spanish Language
Experience
- Three (3) to five (5) years of previous experience. Insurance Industry, preferably.
- Experience in automation of product development, documentation and systems implementation.