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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

Posted 3 months ago

$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.
Project ID: 37492019

About the project

31 proposals
Remote project
Active 2 mos ago

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About the client

United States
Payment method verified
Member since Nov 30, 2023

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