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Reporting Specialist

8/2/2025

No location specified

Job Summary

A company is looking for a Reporting Specialist, Client Experience.

Key Responsibilities
  • Collaborate with Relationship Managers and Client Experience Leadership to develop and implement solutions for client retention
  • Support ad hoc reporting requests and perform complex analyses to align with growth goals
  • Prepare client-facing reports and maintain accurate client and broker contact information in databases
Required Qualifications
  • High school diploma or equivalent required
  • Bachelor's degree in a related field preferred
  • Demonstrated leadership capabilities and experience required
  • 2+ years' experience in a related field preferred
  • Working knowledge of health benefit plans and experience with Salesforce preferred

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