New Business Data Entry Assistant
4 weeks ago
Our client in Downtown Madison is seeking two New Business Data Entry Assistants to join their team. The New Business Data Entry Assistants will process life insurance and annuity applications. Review, process, audit and issue life insurance and annuity applications. If you enjoy detailed work and have strong data entry skills, this job is a great match for you. Great company culture.
Responsibilities:
- Accurately process routine and moderately complex life insurance and annuity applications.
- Process life insurance and annuity applications using various administration systems.
- Maintain the privacy of customers and protect sensitive data.
- Review, manage, and resolve pending policies to completion.
- Assist in resolving complex or unusual cases.
- Review unclear requests and system errors and escalate appropriately.
- Document the steps taken to solve the issue.
- Identify process improvement opportunities.
- Assist in implementing process improvements.
- Accurately audit newly issued policies against the application and contract pages.
- Help ensure team standards and goals are maintained.
- Process applications in the workflow queues and other work according to team standards.
- Assist team members to meet turnaround expectations.
- Actively participate in team meetings and team building activities.
- Assist resolving errors by reviewing and escalating appropriately when needed.
- Organized, analytical and detailed oriented.
- 1 year office experience.
- Insurance administration experience.
- Ability to work under tight deadlines and adjust schedules as needed to meet turnaround standards.
- Intermediate communication skills, both written and verbal.
- Motivated "self-starter" with a commitment of personal growth.
- General PC knowledge including Microsoft Office.
- Ability to maintain customer confidence through confidentiality.
- Ability to work independently and manage time effectively.
- Must be able to work within a team environment.
- Typing speed of 40 word per minute.
- High School diploma or GED.
#MMAS
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