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Data Management & Reconciliation Specialist
Insurance Funnels • Fulltime
Feb 2024 - Present • 2 yrs 6 mos
Managed and organized large insurance underwriting datasets, ensuring accurate entry of policies and endorsements. Performed advanced data cleanup and consolidated monthly insurance registers using Power Query. Developed dynamic automated spreadsheets using XLOOKUP and nested formulas to streamline commission reconciliation tasks. Created comprehensive Pivot Tables and custom summaries to track organizational totals with zero error margins.