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Jr Presales Executive - Junior Associate

ConfidentialCoimbatore

3 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.

Skills Required

Insurance, Documentation, Data Entry, Excel, Reporting, Advance Excel

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Junior Associate • Coimbatore

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