Job Description
We are seeking a highly organized and detail-oriented Data Reporting & Design Coordinator to support our team by managing critical monthly reporting, ensuring data accuracy, creating engaging visual content, and providing general operational support. This role requires a blend of analytical skills, proficiency in Excel and Canva, and a proactive approach to problem-solving. The ideal candidate thrives in a fast-paced environment, enjoys independent work, and possesses excellent communication skills.
Schedule
This position offers some flexibility in scheduling, with core hours Monday-Thursday between 8am and 6pm
Primary Responsibilities
Β Reporting & Data Management:
Β Prepare and deliver accurate and timely end-of-month and monthly retention reports using Excel and Salesforce.
Β Perform rigorous quality control (QC) checks on large Excel reports to ensure data integrity.
Β Analyze data to identify trends and discrepancies
Β Maintain and update relevant databases and reporting templates.
Graphic Design:
Β Assist with creating visually appealing and informative graphics, presentations, and marketing materials using Canva.
Β Ensure brand consistency across all visual communications.
Operational Support:
Β Schedule and coordinate team events, trainings, and meetings.
Β Provide backup support to Customer Service Representatives (CSRs) as needed.
Β Assist with other administrative tasks as required to support the team's efficiency.
Β Organize and maintain digital files.
Required Qualifications
Β Microsoft Excel
Β Canva
Β Exceptional attention to detail and accuracy
Β Strong organizational and time-management skills: Ability to prioritize tasks, meet deadlines, and manage multiple projects simultaneously.
Β Excellent written and verbal communication skills: Ability to communicate clearly and effectively with team members and stakeholders.
Β Proactive and self-motivated: Ability to work independently and take initiative to solve problems.
Β Ability to maintain confidentiality of sensitive information.
Β Adaptability and willingness to do repetitive tasks
Preferred Qualifications
Β Experience in the insurance industry.
Β Prior experience in a role involving administrative support.
Β Experience with scheduling and event planning.
Β Customer service experience.
Β Ability to work under pressure with minimal supervision processing a high-volume of work with a high degree of accuracy and attention to detail
Β Strong numeric and analytic skills, positive attitude, and willingness to assist team members when needed
Β Must have excellent and have excellent problem solving abilities
Β Ability to maintain sensitive information and data confidentiality
Benefits
Β Paid training
Β Potential paths for promotions upon exceeding companyΒs quarterly & biannual targets
Job Types: Full-time, Part-time
Pay: From $14.00 per hour
Benefits:
Β 401(k)
Β 401(k) matching
Β Dental insurance
Β Flexible schedule
Β Health insurance
Β Life insurance
Β Paid time off
Β Vision insurance
Language:
Β Spanish (Preferred)
Ability to Commute:
Β Harlingen, TX (Required)
Work Location: In person
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