Key Responsibilities
Enter, update, and maintain policyholder and client data in CRM / internal systems with a high level of accuracy
Copy and paste data from various sources (paper documents, emails, digital forms) into the company database
Validate information by cross-referencing with source documents to ensure consistency and correctness
Organize and manage large sets of data, including customer contacts, insurance quotes, claims, and onboarding forms
Perform routine audits to detect and correct data-entry errors or inconsistencies
Create and maintain spreadsheets and reports to support underwriting and customer service teams
Maintain confidentiality of sensitive personal and insurance data in line with company policies
Back up data regularly to prevent loss and ensure data preservation
Work collaboratively with underwriters, agents, and administrative staff to ensure seamless information flow
Skills & Qualifications
Excellent typing speed and accuracy
Proficient in Microsoft Office (Excel, Word) and data management tools / CRMs
Strong attention to detail and ability to spot inconsistencies
Good organizational and time management skills
Ability to follow structured processes and adhere to company guidelines
Understanding of data privacy and confidentiality best practices
Strong communication skills
Previous experience in insurance, finance, or related administrative roles is a plus
...Job Description Job Description Key Responsibilities: Sort and prepare mail and packages for delivery Deliver mail along assigned routes using a vehicle or on foot Collect outgoing mail from residences and businesses Ensure mail is delivered in a timely...
...expired products while rotating all products. Overnight stockers should be self-motivated while... ...and Responsibilities: Observe all store rules and company policies. Stocking and... ...and procedures. Able to exert of left up to 50 pounds. Perform other duties as...
A Catholic education institution in Florida seeks a dynamic and innovative 5th Grade Math and Science Teacher for the 2025-26 school year. The ideal candidate will develop engaging lessons and foster critical thinking, while being fully committed to the tenets of the Catholic...
...Job Description Job Description Electrical Project Manager Title: Electrical Project Manager Job Location : Santa Clara or San Francisco OR Reno OR Sacramento Salary : 100k to 165k Position Overview We are a top 10 electrical subcontractor that is rapidly...
OverviewQualitative UX Researcher The Planet Group is looking for a Qualitative UX Researcher to join our lifestyle brand technology client on a 12-month contract. This is a full-time, remote role (40 hours/week).Location : RemoteDuration : 12 MonthsPay : ~$75/...