- Manage the intake, organization, and tracking of client reporting documents and essential underwriting materials.
- Ensure timely recording, saving, and follow-up on all required reports, including delinquent premium.
- Populate underwriting review forms and support documentation preparation for internal evaluation processes.
- Enter Premium payments to accounting system.
- Identify and escate high-dollar and catastrophic claims for further review.
- Maintain and organize a centralized library of vendor-provided reports and documentation.
- Ensure accuracy, consistency, and compliance with company documentation standards and retention policies.
- Support cross-functional teams by facilitating efficient workflows and enabling timely decision-making.
- Perform additional administrative and operational support duties as assigned.
Requirements
- Associate’s degree or higher preferred.
- Prior experience in data entry, or administrative support .
- Demonstrated ability to Touch type using Home Keys - minimum of 55 WPM.
- Proven ability to sort, filter, analyze, and organize data across spreadsheets; comfortable with basic formulas, formatting, and data manipulation (assessment required).
- Proficiency in Adobe Acrobat and Microsoft Office (Word, Excel, File Explorer, SharePoint, Outlook, One Note), including document creation, editing, formatting, and file organization in accordance with established standards.
- Exceptional attention to detail and commitment to high-quality work.
- Strong communication skills.
Core Competencies
Demonstrates proficiency in data entry and administrative support, with a strong focus on accuracy, compliance, and organization of client reporting documents. Capable of utilizing Microsoft Office and Adobe Acrobat to facilitate efficient workflows and support cross-functional teams.
Highest-signal resume keywords
- Data Entry
- Document Organization
- Microsoft Office Proficiency
- Attention to Detail
- Communication Skills
ATS Optimization Keywords
Hard Skills
- Data Analysis
- Data Manipulation
- Touch Typing
- Spreadsheet Management
- Document Creation
Soft Skills
Certifications & Qualifications
- Associate’s Degree or Higher Preferred
Industry Keywords
- Client Reporting
- Underwriting Materials
- Compliance
- Documentation Standards
- Administrative Support
Tools & Technologies
- Adobe Acrobat
- Microsoft Word
- Microsoft Excel
- SharePoint
- Outlook
- One Note