This role is responsible for providing high-level office support for our customers by receiving, reviewing, filing, and submitting applications and other types of paperwork.
Requirements
- Compiles and verifies accuracy of data to be entered
- Responsible for review and submission of several carrier applications
- Works with agents and marketers to resolve difficult inconsistencies or complex missing information
- Enters data from documents into computer following formats displayed on screen
- Keeps record of work completed, transmit entered information into database files or routes documents after entry
- Review submitted applications to provide quality controls and submit corrections to the carrier
- Reaches out to carriers to resolve inconsistencies or missing policy status
- Understands the process of new carriers and takes ownership of new carriers
- Monitors and coaches new team members and temporary staff during peak season
- Communicates with upper management and other team members about challenges and opportunities encountered during daily tasks with data and internal processes
- Perform other duties as assigned to support the needs of the team
Benefits
- Competitive compensation package
- Benefits that make work more fun and give you and your family peace of mind