Summary
Under the direction of the Policy Services Manager, the Policy Services Data Entry Specialist/Word Processor is primarily responsible for entering existing customer-provided data into an electronic format, updating existing entries, and organizing documents related to personal and commercial insurance policies.
Essential Functions
- Prepare, compile, and sort documents
- Transcribe source data into the required electronic format
- Transfer information from paper formats into computer files
- Perform high-volume data entry using word processing, spreadsheet, database, or other computer software
- Request audits for Commercial Lines Underwriting
- Review data for errors, missing pages, or missing information and resolve any discrepancies
- Respond to requests to retrieve data from the database or electronic filing system
- Input all entries with a high degree of accuracy and proficiency
- Use word processing, spreadsheet, database or other computer software
- Use scanners, electronically transmitted files, or other forms of character recognition systems
- Works with management and product director to identify opportunities of improvements to processes and systems
- Complete additional assigned tasks as required
Job Requirements, Knowledge, Skills And Abilities
- 3+ years of data entry experience is preferred
- Strong analytical and problem solving skills with particular attention to detail
- Exceptional organizational skills
- Excellent time management skills
- Ability to type 40 WPM
- Strong computer aptitude which includes expertise with Microsoft Office ( Excel, Word, Outlook)
- Adept at working with PDF files
- Excellent written and oral communication skills
- Works effectively with scheduled deadlines
- Able to work independently with little supervision, but also able to work collaboratively with a team
- Must be able to maintain confidentiality when dealing with private company and insured data
- Knowledge of Property and Casualty Insurance is desired
Compensation
- Commensurate with experience
- Performance-based incentives
Benefits Package
- 401(k) company match up to 6% eligible upon hire
- Medical, dental & vision, including company paid Life insurance and long-term disability
- Wellness program
- Health care flexible spending accounts
- Paid time off
- Paid & unpaid sick leave where applicable, as well as short-term disability
- Parental & family leave; military leave & pay
- Employee Referral Incentive
- Career Development & Continuing Education Assistance
Physical Conditions/Requirements
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or finger, handle, or feel objects, tools or controls. The employee is occasionally required to stand; walk; sit; reach with hands and arms; climb or balance; and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus. The noise level in the work environment is usually moderate.
