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Data Entry Specialist in Everett, WA at National General Insurance

Date Posted: 4/2/2019

Job Snapshot

Job Description

Primary Purpose:

Provide accurate and efficient service to lenders within area of responsibility by researching loan level requests, processing various loan-related task queues and modifying policy information as required to meet productivity and quality requirements.

Essential Duties and Responsibilities:

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

  • Modify policies at loan level by following established guidelines and utilizing internal tracking system to update information as required and contribute to routine documentation processing workflows
  • Resolve information gaps by contacting carriers and agencies as required to gather policy information and other missing data and update systems and records as appropriate
  • Communicate with lenders by answering inbound service calls and researching within loan database to extract required information and provide comprehensive, timely responses to inquiries and requests
  • Meet auditing requirements by accurately entering data and maintaining data integrity in loan tracking applications to minimize risk and uphold internal standards
  • Complete high volume of data entry by quickly and accurately processing loan-related task queues to meet productivity and quality requirements
  • Manage individual performance by setting work-related goals, tracking personal achievements and communicating with management to report on success and identify improvement strategies
  • Build insurance servicing skills and knowledge by soliciting performance feedback, participating in cross-training and learning additional processes and procedures to support multiple workflows and contribute to effectiveness of team operations
  • Contribute to a positive work environment by demonstrating cultural expectations and influencing others to reward performance and value “can do” people, accountability, diversity and inclusion, flexibility, continuous improvement, collaboration, creativity and fun
  • Support National General Insurance values in personal work behaviors, decision-making, contributions and interpersonal interactions; manage own career development by soliciting feedback and valuing other perspectives

Job Requirements

Minimum Skills and Competencies:

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

  • High school diploma or general education degree (GED)
  • 1 year relevant experience
  • Experience following established procedures to complete processing tasks; experience working in the banking or insurance industry
  • Terminology, function and fundamental capabilities of common computer, software, information and communication technology devices, components, and concepts
  • Basic knowledge of data entry processes and procedures
  • Policies, practices, trends, technology and information affecting the business and organization
  • Proficient in Microsoft Office (Word, Excel, Outlook, PowerPoint)
  • Analyze data on a problem-to-problem solution
  • Quickly and accurately perform data entry
  • Follow established guidelines to focus on details and complete tasks attentively and thoroughly
  • Manage one’s own time to perform job functions quickly and efficiently
  • Ability to adapt to new situations and learn quickly 
  • Represent the organization to customers and other external sources by phone or e-mail
  • Build constructive and cooperative working relationships
  • Motivational, inspirational and enthusiastic approach to team involvement and engagement
  • Must possess effective verbal and written communication skills
  • Manage confidential information with sensitivity and maturity
  • Escalate issues when necessary
  • Utilize established procedures to guide decision-making
  • High attention to detail
  • Provide personalized and quality service to meet the expectations of internal and external customers
  • Demonstrated interest in personal learning and enhancing knowledge
  • Works independently with little supervision

Desired Skills:

  • Associate’s Degree or in-lieu of degree equivalent education, training and work-related experience

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