Data Entry Clerk
The main function of a data entry specialist is to ensure insurance policies are accurately drafted, closed timely, and that client relationships and service levels are maintained.
Review source documents such as Acord applications, emails and Excel documents, etc. and enter data into proprietary software to issue insurance transactions
Compile, sort and verify the accuracy of data before it is entered
Responsible for quality control by locating and correcting data entry errors, or reporting issues to stakeholders
Ensure all policy documentation is complete, accurate, and complies with company policies
Maintain logs of activities and completed work, in order to assist in meeting corporate service level agreements to achieve growth, retention, and profitability goals
Contact and communicate with internal partners via phone, email, MS TEAMS, or in person as needed
Verbal and written communication skills
Attention to detail, and be a team player
Ability to work independently
Ability to multi-task, prioritize and manage time effectively
Strong attention to detail
High school diploma or GED required. 2-4 years related business experience required
Must be able to navigate within the following computer applications: Word, Outlook and Excel
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