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 and Duties STUDENT ASSISTANT - MUSIC THERAPYINTERN The Department of State Hospitals - Napa, Rehabilitation Therapy Services Department has a vacancyfor Student Assistant - MusicTherapy Intern. Under the supervision of their discipline specific...
...Benefits: Company car Flexible schedule Looking for housekeeper who can drive and good with kids. I have two 12-year old twin boys at home. Person should keep house clean, include laundry, some cooking and supervising kids when they are at home, sometimes driving...
...Requisition ID# 167678 Job Category: Nuclear Generation Job Level: Individual Contributor Business Unit: Generation Work Type... ...: Avila Beach Department Overview Diablo Canyon Power Plant's (DCPP) Chemistry and Environmental Operations Section of PG&E...
...Senior Tax Accountant / Tax Supervisor REMOTE (Atlanta based CPA Firm) Who: A highly skilled tax professional with 48 years of public accounting experience. What: Manage and execute complex tax engagements while contributing to strategic advisory and potentially...
...Lower School Administrative Assistant, Full Time Jenkintown, PA Abington Friends School is a vibrant Quaker school community dedicated to fostering academic excellence and character development in a supportive and engaging environment. More information is available...