Carrier Data Coordinator

Carrier Data Coordinator – Ascensus

Join to apply for the Carrier Data Coordinator role at Ascensus
.

Position Summary
:
This role is responsible for collecting, analyzing, and interpreting policy data to identify trends and patterns, ensuring the accuracy, completeness, and consistency of data. The coordinator works closely with insurance carriers to meet reporting requirements and timely information requests.

• Collects all pertinent data from requisite sources and uploads data to proprietary reporting system.
• Researches and resolves any issues concerning products, policy values, crediting rates, and other data received.
• Identifies product‑related issues requiring additional attention and works independently to resolve.

• Understands the differences and similarities between general account, separate account, and hybrid account insurance policies.
• Broad understanding of each product for assigned carriers, including account type, mortality treatment, crediting rate methodology, and policy maturity provisions.

• Reviews and analyzes data received to ensure accuracy and uploads into Client Reporting system.
• Develops a process and methodology for regular yield analysis and identification of changes relevant to each of the carriers’ products.
• Performs various financial functions and cell manipulation in Microsoft Excel including IRR, VLOOKUP, etc.
• Strong understanding of time‑value‑of‑money concepts.
• Solved complex problems and improves processes.

• Develops and maintains full understanding of day‑to‑day workflow processes required for assigned carrier products.
• Takes ownership and initiative to ensure internal client expectations are met, including follow‑through, follow‑up and knowing when and how to involve others.
• Self‑starter working in a fast‑paced, demanding environment under tight deadlines.
• Works independently to manage assigned workload while working under pressure and can readily adapt to changing priorities.
• Supports all administrative activities as needed for assigned carrier relationships.

• Assists in facilitation of communication between the different business lines represented in Ascensus’ Newport team for all assigned carriers.
• Works directly with carrier partners to resolve discrepancies in the values received, explaining why the data is wrong and what values are expected.
• Communicates issues to internal associates and works directly with the carrier to resolve discrepancies.
• Collaborates with others, seeks/conveys information, initiates action, adapts to change and openly shares knowledge with colleagues.
• Participates in setting department standards, processes, and procedures.

Travel:
Up to 5%.

Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.

Our core values of People Matter
, Quality First
, and Integrity Always® should be visible in your actions on a day‑to‑day basis, showing your support of our organizational culture.

• N/A

• Bachelor’s degree from an accredited university in Business, Finance, Accounting, Economics, Mathematics, or related field or comparable work experience.
• Must have advanced MS Office skills, especially in Excel.
• Crystal Reports.
• Life insurance license (preferred but not required).