Coorporate Service Coordinator
Current- Analyz and process daily fulfillment requests, regular renewals, and information packages, ensuring data accuracy and efficiency.- Manag and proces claims and broker commission cheques, utilizing data to ensure accurate financial transactions and reporting.- Coordinated internal and external distribution of new collateral, analyzing distribution data to optimize processes and ensure timely delivery.- Tracked inventory levels, conducted monthly usage data analysis, received new collateral, created new product codes and thresholds, deactivated obsolete products, and provided data-driven collateral reprint recommendations to the supervisor.- Performed detailed data entry for manifests, student medical records, renewals, extensions, cancellations, and group policies, ensuring data integrity and compliance.- Generated analytical reports and formatted spreadsheets as requested, providing actionable insights and data visualizations.- Maintained and updated the team's standard operating procedures, ensuring alignment with data management best practices and operational efficiency.- Processed refunds and sent confirmation letters, maintaining accurate records of financial transactions, ensuring data consistency, and providing data-driven insights for improving the refund process.