Jr Presales Executive - Junior Associate

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.