Job Description
Job Description
At Custom Design Benefits, our growth is fueled by a clear vision, disciplined execution, and a team that leads with values. We’re guided every day by what matters most:
1. Take Care of Our Clients
2. Be Positive and “Bring It”
3. Deliver Results
4. Be a Great Teammate/Collaborate
Tasks:
• Produce data in a variety of formats including electronic files, reports, and spreadsheets to maximize
efficiency using various reporting tools.
• Design and create reports using tools such as Microsoft Excel.
• Generating, updating, creating, modifying and validating reports in Cedargate Plan Analytics, Template Manager, SQL, VBA and other systems as requested.
• Create efficiencies and ease of use initiatives for all reporting data.
• Design and create ad hoc reports to meet customer and broker needs.
• Collaborates regarding reporting design and development to support internal and external stakeholders.
• Other duties as assigned.
Our Ideal Candidate:
• Achiever
• Critical Thinker
• Problem Solver
• Positive
• Reliable
• Self-Starter
• Team-Player
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