Summary:

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.

Job Responsibilities:

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

Skills:

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

Education/Experience:

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