
Jr Presales Executive
7 days ago
Job Description
Data Management:
- Create, update, and maintain Excel spreadsheets for various projects.
- Perform data entry, analysis, and formatting in Excel.
- Utilize formulas, pivot tables, charts, and conditional formatting for reporting.
Document Preparation:
- Draft, format, and edit professional documents in Word.
- Design templates, tables, and layouts for various reports or presentations.
- Ensure consistency and accuracy in document content and formatting.
Administrative Support:
- Maintain records, schedules, and other operational documentation.
- Collaborate with team members to gather required information for reports.
- Organize and store files for easy access and retrieval.
Reporting and Communication:
- Assist in generating reports and summaries for team meetings.
- Ensure timely delivery of completed work to internal or external stakeholders.
Process Improvement:
- Identify opportunities to improve efficiency in data handling and documentation processes.
- Implement automation or best practices using Excel and Word features.
Technical Skills:
- Proficiency in Microsoft Excel (formulas, pivot tables, charts, conditional formatting).
- Strong command of Microsoft Word (document formatting, templates, styles).
- Basic knowledge of Microsoft Office Suite tools like PowerPoint and Outlook is a plus.
Added Advantage
- Basic understanding of insurance products and workflows
- Familiarity with common insurance terminology and processes.
Soft Skills:
- Excellent attention to detail and organizational skills.
- Strong written and verbal communication abilities.
- Ability to prioritize tasks and meet deadlines in a fast-paced environment.
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