Job Description

Key Responsibilities

• Enter, update, and maintain policyholder and client data in CRM / internal systems with a high level of accuracy

• Copy and paste data from various sources (paper documents, emails, digital forms) into the company database

• Validate information by cross-referencing with source documents to ensure consistency and correctness

• Organize and manage large sets of data, including customer contacts, insurance quotes, claims, and onboarding forms

• Perform routine audits to detect and correct data-entry errors or inconsistencies

• Create and maintain spreadsheets and reports to support underwriting and customer service teams

• Maintain confidentiality of sensitive personal and insurance data in line with company policies

• Back up data regularly to prevent loss and ensure data preservation

• Work collaboratively with underwriters, agents, and administrative staff to ensure seamless information flow

Skills & Qualifications

• Excellent typing speed and accuracy

• Proficient in Microsoft Office (Excel, Word) and data management tools / CRMs

• Strong attention to detail and ability to spot inconsistencies

• Good organizational and time management skills

• Ability to follow structured processes and adhere to company guidelines

• Understanding of data privacy and confidentiality best practices

• Strong communication skills

• Previous experience in insurance, finance, or related administrative roles is a plus

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