Job schedule-Hybrid -in office days Tues/Wed/Thurs WFH Mon/Fri
Summary:The main function of this role is the data entry (along with verification and self-review) of policy information via proprietary computer systems. The right person will be responsible for the timely and accurate entry of information/risk/policy characteristics; adhering to documented processes with the ability to meet quality goals and production goals while applying a high level of personal project management skills.
Job Responsibilities:Review client/insured data from one proprietary main frame system and transfer data to a second proprietary main frame system.
Compile and verify the accuracy of data before it is entered.
This includes ensuring accurate entry of existing data along with the ability to apply the appropriate/ matching additional coverages.
Individual needs to be able to represent the company in addressing referral reasons/instances with agents and internal customers.
Within 90 days of hire, reach a quality goal of 80% (with further progression to 95% within 150 days). At the same time, reach an established production goal of 60% within 90 days of higher (with further progression to 90% within 150 days. Review and correct any errors within 24hours of return from the team specialist and/or trainer.
Skills:Technical skills include Windows 10 operating platform; ability to research policy information from one proprietary mainframe and system and enter the data into a second proprietary system. A basic operating understanding of Microsoft Office tools (Outlook, Excel, Access and Word) as these tools are used in our daily processes for email communication and tracking. This would not include creation of new spreadsheets or tracking forms as tools are pre-existing. The individual will need to update existing tracking documents to manager their assigned work as well as managing their calendar.
Verbal and written communication skills, attention to detail, and interpersonal skills.
Individual will need to accurately document data and follow established process procedures with a general understanding of where to locate all information necessary to complete the process.
Must be able to multi-task and follow procedures.
Ability to work both independently and as an engaged member of the team; and manage one's time.
Education/ExperiencePrevious experience with:
Windows 10 operating system.
Working knowledge of Microsoft Word (how to create Word Document and attach to an email).
Basic understanding of a pre-existing Excel spreadsheet.
computers and applications such as Microsoft Word and Excel. Please be specific on what knowledge is needed for Work and Excel
Education/Experience:High school diploma or GED required.
Minimum 2 years of office / business experience. Personal Lines Insurance knowledge and plus.
Seniority level
Entry level
Employment type
Full-time
Job function
Administrative
Industries
IT Services and IT Consulting
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