Data Entry Associate



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Branch Information

Jacksonville, FL - (USA) 9823 Tapestry Park Circle Suite 10 FL Jacksonville , FL - 32246 Phone : 904-807-9608



Job Description

Work Schedule: M-F/ 7:30 - 4:30pm

Job Summary

Assists with the evaluation and underwriting of New and Existing Group Voluntary Employer Accounts and employee level enrollment applications to ensure proper setup of systems information and issue final master policies and amendments as required by Legal Compliance.

Key Responsibilities

* Evaluates and reviews documentation for existing Group Voluntary Cases to ensure information provided is complete and meet the basic underwriting requirements. Communicates and takes necessary action if documentation is not complete

* Communicates discrepancies and carefully documents concerns with the Home Office employees, Agents or Employers

* Communicates final decision to release or deny coverage based on pre-set requirements

* Monitor and respond to the Beeview inbox.

* Research, investigate, and problem solve system issues that affect New Business policies, including bad rates, occupation classes, erroneous policy print, etc.

* Coordinate with Commissions and Premium Accounting in conjunction with re-issues, so that premium payments are applied correctly, and so that agents receive the proper sales production credit, charge-backs, and commission payments.

* Provide internal and external customer service, via website, launch-pads, tele-records, emails, phone calls and face to face meetings

* Coordinate as New Business SME with IT, Actuarial, Premium Administration and Model Office.


* High School Diploma or Equivalent


* Strong Analytical Skills

* Ability to Problem Solve

* Must be able to Multi-Task

* Excellent Written and Verbal Skills

* Proficient in Microsoft Office, primarily Excel, Word, and Outlook

* Ability to lead, coach, and develop team members

* Able to complete work with strong attention to detail and minimal supervision