Reporting and Systems Super Star!
Project scope
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detail oriented microsoft word self-motivation communication templates business administration brandingPositions available: up to 3 (individual or in a team)
PROJECT SCOPE
The ReFrame Team is looking for a custom Reporting and Systems SUPER STAR!
If you are a creative, detail oriented, organized self-starter, who happens to be a wiz at Excel and MS Word, then this role is for you! We need your help in creating custom, on-brand, reporting processes for the group benefits team. These client facing reports will be issued bi-annually and annually and the systems YOU create will act as a foundation for the division.
Your role will include:
- Critically assessing the existing client journey and communications
- Creating custom documents in Excel/Word that can be used as templates for different clients
- Ensuring ReFrame branding guidelines are met on all customized documents
- Creating new templates with Excel/Word, that will include formulas & graphs, to inform our clients and streamline our processes
- Critically and creatively thinking about how reports communicate key information to clients
Qualifications & Skills
- Previous experience with Business administration is an asset
- Excel and MS Word experience
- Can-do attitude that is ready to bring forward new ideas and new ways of looking at client communications and reports
If this sounds like a job that you could excel at, please apply!
Our team will provide ongoing instruction and feedback with opportunities for regular check-ins. We are keen to provide an opportunity for student experience, growth and a new perspective into Group Benefits in Canada.
We are open to having one individual (80 hours) or a team of 2-3 students (160-240 hours) to complete this project.
About the company
We are the antithesis of the classic Insurance Broker.
Here at The ReFrame Group, we live by a shared belief that what we do matters and makes a difference. Our actions are directed by the intention of creating health, wealth, and wellness for the people in our community as we strive towards the goal of making their lives better, easier & safer.
The design thinking approach behind our service challenges the assumptions often made in, and about, the insurance industry. We’ve redesigned how we measure success, placing our client relationships and service delivery at the pinnacle of our approach. Our purpose is to help people thrive today and protect tomorrow. We are proud to be a Certified B Corporation.
The ReFrame Group began as an employee group benefits & retirement savings advisory. From this foundation we have expanded our services into individual and commercial insurance solutions, bringing on new team members with a combined 25 years of industry experience.