Data entry assistant for insurance office

We are looking for a special individual who thrives on being challenged, is team oriented and has a high level attention for detail. The candidate must be highly organized, motivated, resourceful and a quick learner. Clear communication is key as you will be working with and building relationships with people within and outside of our office.

Type of Position: Part time with potential for full time

Work Time Zone: We’re located in Central time zone (CST).

Schedule:
Part time hours: Monday - Friday 3:00PM - 7:00PM CST
Approximately 20-25 hours per week
* Hours may fluctuate based on need.

Daily Reporting and Accountability:
Daily log using Google sheets:

Daily Tasks:
Obtaining quotes from companies for business insurance, general liability, workers comp etc through accurate completion of
ACORD forms
Data entry & completing applications
Proposal preparation for prospective or existing clients
Preparing comparative quotes utilizing carrier rating systems for commercial lines of insurance
Documenting insurance files
Assisting with policy renewals
Assist with cancellations & reinstatements, endorsements and other related work
Data entry and preparation of insurance forms and documents such as Insurance Certificates, Acord forms, Claim Report and policy endorsements.
Correspond with Customers and request documents
Serve as backup to handles incoming calls during meetings and office closures

Weekly Tasks
Update CRM with information from reports
Manage/create/update Google spreadsheets
Manage email account for owner
Retrieving documents from websites weekly


Reporting & Accountability & Requirements:
Previous experience working with an US based insurance agency preferred
Proficient in Microsoft Office : Outlook, Excel, Word and PDF document writing/editing/printing.
High Proficiency in both oral and written communication in English as the job includes direct contact to Insurance Agents and the Owner.
Good working USB headset, with noise cancellation
Calm, quiet work-at-home environment
Must pass background checks
Must have dedicated hi speed internet service and backup connection
Must have own computer with at least Windows 7 and prefer 2 monitors
Must have stable power & internet service. Prefer VA located in major city with stable power & internet.

Proposed Compensation:
Part-time - $Upgrade to see actual infoUSD per month depending on skill set.

To Apply:
- Your email subject should say: " I am the best candidate because I pay attention to details"
- In your email response include your resume, skype ID, and link and link to video application using Upgrade to see actual info or YouTube to
answer the following questions

Questions to Answer via video recording using Loom or Youtube:
1. Why did you leave your last job—or why do you want to leave your current job?
2. What did you like about your last job?
3. What skills do you have that make you a perfect fit for this role?
4. Do you have any other skills that were not on the job description that might be useful to me and my organization?
5. Tell me about yourself. What do you like to do outside of work?
6. What have you done in the last twelve months to improve your skills?
7. How long would you expect to work for me if you got the job?
8. If I was to hire you today, what would make you an asset to my company?
9. What do you expect to get paid for this role/ project/ job?
10. How many hours a week do you want to work? What hours and time zone would you prefer to work?
Upgrade to see actual infol us something about yourself that is not written on your resume but will help us get to know you better as a person.
12. Will this be your second or only job?


Skype interviews with be arranged for candidates that followed all of the above directions.






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