Insurance Operations Associate

Key Responsibilities

• Automate the bordereau workflow: source-report ingestion, data cleaning, reconciliation checks, and output preparation.
• Build validation logic for duplicates, missing data, format errors, and financial mismatches.
• Improve the insurance complaints email bot (classification, extraction, routing, human-review controls).
• Develop automations for recurring reporting, MI prep, and data transformations.
• Turn manual spreadsheet processes into maintainable scripts, Apps Script tools, or AI-agent workflows.
• Document logic, assumptions, and fallback procedures so non-technical colleagues can maintain the output. Skills & Experience
• Strong Excel and Google Sheets skills, including formulas, pivots, and multi-file/tab workflows.
• Practical coding ability in Python or JavaScript, including reading/transforming structured data (CSV, Excel, JSON, APIs).
• Google Apps Script experience for spreadsheet automation, triggers, and custom functions.
• Working SQL knowledge and experience querying a cloud data warehouse (e.g. Snowflake).
• Familiarity with Git/GitLab for version control and collaborative delivery.
• Hands-on experience using AI coding tools (e.g. Claude Code) to build, test, and document automations.
• Strong attention to detail for reconciliation and data-quality checks.