Data Entry Specialist II | Insurance Processing Assistant

Experienced and detail-oriented Insurance Professional with a strong background in handling a high volume of Data Entry Insurance-related tasks, including Policy Checking, Endorsement Checking, Ordering Loss Runs, Invoicing & Quoting. Maintaining accurate records, and ensuring smooth processes in a fast-paced environment. Committed to delivering high-quality results and supporting both clients and team members to meet and exceed expectations.

Strong time management skills with the ability to prioritize workloads, meet deadlines, and manage multiple tasks efficiently while maintaining accuracy and productivity.

Experienced in data entry, record management, and document organization. Accurate and efficient in entering, updating, and verifying information while maintaining data integrity and confidentiality. Strong attention to detail, organizational skills, and proficiency with computer systems and office software.

Proficient in customer relationship management (CRM) and agency management systems, including Applied Epic and AMS360. Experienced in managing client records, policy information, document organization, data entry, workflow tracking, and maintaining accurate and up-to-date account information to support efficient business operations.

Proficient in Microsoft Excel, including data entry, spreadsheet management, data analysis, report generation, and the use of formulas and functions to maintain accurate records.

Strong attention to detail with a proven ability to maintain accuracy, identify discrepancies, and deliver high-quality work in a timely manner.

Experienced in administrative support, including document management, scheduling, record maintenance, correspondence, and office coordination. Skilled at prioritizing tasks and maintaining efficient daily operations.

Experienced in insurance policy administration and servicing, including policy checking, endorsement review, and verification of coverage details for accuracy and compliance. Skilled in creating and maintaining loss run activities, ordering loss runs through carrier online portals and email correspondence, and managing insurance documentation while ensuring timely and accurate processing.

Experienced in Google Workspace, utilizing Docs, Sheets, Drive, Gmail, and Calendar for document management, collaboration, scheduling, and daily administrative tasks.