Policy Data Entry Operator

A Policy Data Entry Operator is responsible for accurately entering and maintaining data linked to insurance policies. This function is crucial for ensuring that all policy information are up-to-date and appropriately documented in the company’s database. The operator plays a key part in the administrative process of policy management, contributing to efficient operations and customer satisfaction.

Responsibilities

• Ensure all policy data is entered accurately and in a timely manner.
• Enter information about a new insurance policy into the database, such as the policy's coverage options, payment amounts, and customer details.
• Before entering data, ensure that all policy documents are complete and accurate.
• Maintain and organize electronic records of all policies.
• Perform regular data backups to prevent data loss.
• Collaborate with underwriters, claims adjusters, and other departments to ensure data consistency.
• Stay updated with software changes and upgrades to enhance data entry efficiency.
• Provide training and support to new team members.

Requirements

• High school diploma or equivalent
• Proficiency in data entry software and Microsoft Office Suite, especially Excel.
• Ability to identify and correct errors in a timely manner.
• Good verbal and written communication skills for interacting with colleagues and customers.
• Analytical skills to troubleshoot data issues and implement effective solutions.
• Ability to empathize with customer needs and resolve their concerns effectively.