Data Entry-Support of Account Executives
Location: Whitehouse Station, NJ - Hybrid (3 days in 2 days out)
6 Months Contract to hire.
In-Person Interview
JOB TITLE: 8:30-5pm or 9-5:30 it will depend on business need
SUMMARY: The Data Entry Associate will be processing all changes that come from the agent that result in an endorsement, inquiry, cancellations, mortgage changes, change of producers, etc. Associate Account Executive will also work with internal and external partners to complete changes.
JOB RESPONSIBILITIES:
• Complete assigned work and other duties as assigned
o Daily tasks include endorsements
o Inquiries cancellations
o Mortgage changes,
o Change of producers
o Data Entry will include navigating multiple systems on which the Client Manager will train.
o Masterpiece, IMS, Abiz, PLS, Client Portal. These systems are proprietary to
o Problem solving will include, but not be limited to the following example: Agents sometimes do not supply us with all needed information. Being able to gather all needed information to
o Clients are both Internal and external to Client
• Work effectively in a team setting using professional interpersonal and communication skills
o Hybrid - in office 3 days a week and work from home 2 days a week.
o Candidate will be working with Underwriters as well as working with agents to make sure all the correct information is gathered to complete endorsements.
• Maintain performance and quality standards
• Candidate will be provided with SLA/KPI deliverables to be held accountable to goals and training will be provided.
• Candidate will be expected to comply to corporate policies, regulatory standards (SOX), internal business processes (PCI) and procedure while processing work and meeting/exceeding service performance and quality standards. The candidate will have all polices reviewed with them during training.
SKILLS:
• Client service skills, including oral and written communication
• Proficiency with Microsoft Office, specifically Outlook, Teams and Word
o Basic knowledge of teams
o They will be required to construct a professional email
o Will be training on the use of the Applied Agency Management System. This is the system that we use to assign and complete tasks
• Organization skills and ability to multi-task
EXPERIENCE/EDUCATION
• High school diploma, Associates degree preferred.
• This is an entry level role with no prior Client experience.
• Preferred 1-2 years previous experience in Customer Service experience, time management, ability to work independently as needed.
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Last updated on Nov 21, 2023