Find Jobs
Hire Freelancers

organize a couple spreadsheets to 1) pull from automated reports and feed into a more useable format and 2) organize a list of contacts, including characteristics about what their company does, in a format where we can easily update w/ new contacts

$15-25 USD / hour

Lukket
Slået op 3 måneder siden

$15-25 USD / hour

I am looking for a freelancer who can help me with organizing a couple of spreadsheets. The main objectives of this project are to: 1. Translate a system-generated report to a user-friendly report to track client information. Currently we get monthly automated reports from our system that include detailed info, and we would like to be able to pull certain key information from this data to show up in our preferred user-friendly format. We have to update this monthly, so we need a way to just copy/paste/import from our automated reports and then have it feed into our user-friendly format each time we update the data. This is all in Excel. 2. Organize a master, sortable list of contacts for a specific purpose, and have an easy way to periodically update this list with accurate information. We are an insurance firm, and have clients of all different types of businesses that we insure. We need a master spreadsheet that is a reference tool to help identify which insurance companies we should approach for our clients based on our criteria (target appetite, client size, geography, and more). For example we get a potential client who is a construction company generating $50M in revenue in California - we would select these details and get a complete list of potential insurers we should approach that might be able to quote the client's insurance program for us. 3. Include individual contact info for the companies we identify based on the above. Our underwriter contacts change frequently and we need a way to quickly update this info that will feed into the selections we make based on the above. We currently have all the correct current individual contact info for each company, mainly in Outlook contact format, but it is unorganized. We want to have a way to include the individual info in conjunction with the above, as well as have a way to easily update contacts when they change. Ideally, I am looking for a freelancer who has experience with data organization and manipulation in Excel. They should be proficient in creating formulas, sorting, filtering, and creating user-friendly layouts. Attention to detail and accuracy are crucial in this project. If you have previous experience in similar projects and can deliver timely and accurate results, please submit your proposal.
Projekt-ID: 37492019

Om projektet

31 forslag
Projekt på afstand
Aktiv 2 måneder siden

Leder du efter muligheder for at tjene penge?

Fordele ved budafgivning på Freelancer

Fastsæt dit budget og din tidsramme
Bliv betalt for dit arbejde
Oprids dit forslag
Det er gratis at skrive sig op og byde på jobs

Om klienten

Flag for UNITED STATES
United States
0,0
0
Betalingsmetode verificeret
Medlem siden nov. 30, 2023

Klientverificering

Tak! Vi har sendt dig en e-mail med et link, så du kan modtage din kredit.
Noget gik galt, da vi forsøgte at sende din mail. Prøv venligst igen.
Registrerede brugere Oprettede jobs i alt
Freelancer ® is a registered Trademark of Freelancer Technology Pty Limited (ACN 142 189 759)
Copyright © 2024 Freelancer Technology Pty Limited (ACN 142 189 759)
Indlæser forhåndsvisning
Geolokalisering er tilladt.
Din session er udløbet, og du er blevet logget ud. Log venligst ind igen.