Position Overview
Job Functions
, Essential Duties and Responsibilities
Work in professional office environment up to 4 days per week to collaborate with leaders to help meet client objectives.Assist with the preparation and quality review of BOLI reporting, ensuring accuracy, which includes developing an understanding of current data validation processes to support policy administration and reporting accuracy.Help maintain internal tracking tools and databases.Support the policy administration team with client updates and project needs. Collaborate with cross functional internal teams.Participate in special projects including Salesforce and other operational initiatives.Help standardize client presentations ensuring materials are consistent, professional and aligned with team and company standards Assist with AI initiatives to support innovation within the team.Responsible for protecting, securing, and proper handling of ...