MARS Clerk - 39499684880

MARS Clerk

Compensation: $1,500

Sourcing location: LATAM (Argentina)

Working hours: 9AM - 5PM EST

Tools required: Microsoft suite (Excel, Outlook)

Roles and responsibilities

Monthly reporting schedule and project uploads

• Pull the monthly reporting schedule and ensure projects are uploaded correctly to the project management tool so work is assigned, tracked, and completed on time.

Project tracker maintenance (monthly progress)

• Keep the reporting tracker updated with monthly progress and status notes to support on-time delivery of all monthly reports; escalate blocks as needed.

Renewal reporting distribution

• Distribute renewal reports to the team and track any follow-ups needed to support timely processing.

Carrier report downloads

• Download carrier reports from carrier sites for monthly reporting cycles to improve reporting efficiency for the team.

CRM reporting (as requested)

• Pull CRM reports as requested by the Director of Consulting Services and distribute findings to the appropriate stakeholders.

Data audits (quarterly)

• Complete data audits to ensure client files and the CRM tool are accurate and up to date; identify gaps, correct errors, and coordinate with the team on required updates

System transition data cleanliness (Q4 2026)

• Ensure data is clean and validated as we transition systems in Q4 2026, including reconciling records, flagging discrepancies, and coordinating corrections to maintain data integrity.

Client file organization (folder structure and naming)

• Maintain consistent client folder structure and file naming so documents are current, easy to locate, and aligned with team standards.

Meeting notes

• Take, maintain, and distribute meeting notes and action items for internal meetings in a timely manner.

Other projects as assigned

• Support other projects and administrative tasks as assigned.