Now Hiring - The Mountain Life Companies - Data Entry Specialist in Lexington, KY

Summary

The Data Entry Specialist for Life Insurance is a key role for maintaining relationships with clients and agents. Reporting to the Vice President of Operations, this position’s primary focus is entering new and updated customer and account information. Core to success is administration of life insurance products while maintaining a broad understanding of the life insurance sales/underwriting process.

Essential Duties & Responsibilities

To perform this position successfully, an individual must be able to perform each essential duty and responsibility satisfactorily.

• Prepares source data for computer entry by compiling and sorting information.
• Process customer and account source documents by reviewing data for deficiencies; resolving discrepancies by using standard procedures or returning incomplete documents to team leader for resolution.
• Process and enter new business and premiums into policy administration system.
• Verifies entered customer and account data by reviewing, correcting, deleting, or reentering data.
• Prepare correspondence to accounts on errors or other issues on business submitted.
• Request medical records or other claim documentation as needed.
• Reconcile new business and refunds at month end.
• Scan and Image reports and correspondence.
• Perform other related duties as assigned.

Qualifications

The requirements listed below are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Proficient in Microsoft Windows and Office products.
• Possess negotiation and conflict resolution skills.
• Ability to apply pertinent federal, state or local laws, rules and regulations pertaining to insurance.
• Ability to read, analyze, and interpret information found within spreadsheets and work-related documents.
• Ability to communicate both orally and in writing to others in order to convey information effectively.
• Ability to communicate and work effectively with all levels of employees, officers, directors, and service providers.
• Ability to manage time and be efficient and effective in the completion of multiple assignments simultaneously.
• Ability to establish productive business relationships with others, both inside and outside the organization.
• Ability to work with little direct supervision in carrying out the tasks and responsibilities assigned and also work effectively in a team environment.
• Ability to be a self-starter and motivated to complete work with a sense of urgency.
• Evidence of flexibility and problem‐solving skills.
• Strong attention to detail.
• Ability to work well under pressure and meet deadlines.

Physical Demands and Abilities

The physical demands and work environment characteristics described herein are representative of those that must be met by an employee to successfully perform the essential duties of this job. Reasonable accommodation will be made to enable individuals with disabilities to perform the essential functions.

• Ability to view a computer screen for long periods of time.
• Ability to use a telephone and/or telephone headset and answer phone calls for most of the work day.
• Ability to sit for long periods of time.
• Manual dexterity that allows for the ability to type, sort documents, and file.
• Ability to listen and understand information and ideas presented both orally and in writing.
• Ability to communicate information both orally and in writing so others will understand the message being conveyed.
• Ability to operate standard business equipment such as fax, computer, printer, copier, etc.

Other Requirements

• May be required to attend activities outside the office to stay abreast of new developments, best practices, and statutory and regulatory changes.
• Pursuant to the Drug Free Workplace Act of 1988, all employees must remain drug free and alcohol free when reporting to work and while engaged in any work related activities.
• Ability to work flexible schedules that may include early/late or weekend working hours.

Note

This document and the statements contained within it are intended to describe the general nature and level of work being performed by the employee assigned to this position. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of the employee.

EOE

We are committed to ensure fair and equal treatment for everyone we employ and as such, we are a proud Equal Opportunity Employer. We value diversity and believe employment, training, and promotional opportunities should be available to all persons without regard to race, color, gender (including gender nonconformity, gender identity, status as a transgender individual, and sexual orientation), sex (including pregnancy), age, religion, national origin, ethnicity, physical or mental disability, genetic information, political affiliation, protected veteran status or membership in the armed services, or any other consideration that is protected by applicable federal, state, and local law.

Experience

• 2 year(s): Prior data entry experience is required.

• Experience or familiarity in the field of life insurance is preferred.

Education

• High School or better

• Associates or better