Database Manager - Helena

Make Choteau Home; Helena (MT); On-site; USD 34,000 - 42,000; Full time

Job summary

Stockman Insurance is seeking an organized assistant to support licensed agents. The role involves database upkeep, updating client information, and attaching documents for carrier communications.

Candidates should have strong communication, attention to detail, and proficiency with MS Office; CRM experience (Salesforce or Applied Epic) is a plus. Insurance knowledge is beneficial and a license may be required.

Qualifications

• Minimum responsibilities are listed; other duties may be requested by management.
• High School diploma or equivalency required.
• Strong communication and organizational skills are essential.
• Ability to work independently and prioritize multiple tasks.
• Excellent attention to detail and accuracy.
• Good interpersonal/team skills; able to develop working relationships.
• Experience with Microsoft Word, Excel, Outlook; computer proficiency.
• Preferred: experience with CRMs (Salesforce, Applied Epic).
• Preferred: degree in business, CS, information systems, or related field.
• Preferred: insurance industry experience or relevant training.

Responsibilities

• Database Upkeep: enter and update client demographics, policies and changes in the database.
• Scan and attach documents from client files; attach carrier communications.
• Update carrier information and product details; contact carriers for status.
• Update agent licensing and CE information; coordinate with colleagues to obtain missing data.
• Organize and maintain shared drive and document processes for staff.
• Database Management: pull reports and mailing lists; move data between databases as needed.
• Assist development of automated workflows and productivity improvements.
• Suggest minor programming changes to enhance efficiency; document changes and share with staff.

Skills

Strong communication and organization

Independent work and prioritization

Attention to detail and accuracy

Interpersonal/team skills

MS Word, Excel, Outlook proficiency

Education

High School diploma or equivalency

Degree in business, computer science, information systems, or related field

Tools

Salesforce

Applied Epic

Job description

Position General Responsibilities:

This position is responsible for various duties performing as an assistant to licensed agents in

Stockman Insurance.

Education, Experience and Certification Requirements

Note: Only minimum responsibilities are listed. Other responsibilities may be required as requested by management.

Minimum Qualifications:

1. High School diploma or equivalency.

2. Strong communication and organizational skills.

3. Must be able to work independently and to prioritize multiple tasks.

4. Exceptional attention to detail and commitment to accuracy.

5. Good interpersonal/team skills with ability to develop effective working relationships.

6. Experienced in computer applications to include Microsoft Word, Excel, Outlook, etc.

Preferred:

1. Experience with CRMs or other data management systems. Experience specifically with Salesforce and/or Applied Epic a plus.

2. Degree in business, computer science, information systems, or related field.

3. Experience in insurance industry and/or relevant training.

4. Current insurance license or ability to obtain.

5. Strong knowledge of insurance terminology.

Position Specific Responsibilities, Duties and Competencies

1. Database Upkeep:

Enter into database and update client demographics, policies, policy changes, and other information as appropriate.

Scan and attach in database relevant documents from client files.

Attach in database other documents from client and carrier communications as appropriate.

Update carrier information and contacts as needed.

Stay up-to-date on carrier plans and add/update product information accordingly.

Contact carriers by phone or email as needed for policy numbers, application status, and any other information necessary to maintain database integrity.

Update agent information as needed, to include licensing and CE info.

Communicate appropriately with colleagues to obtain information needed in database that may be missing from provided documents.

Organize and update shared drive as needed.

2. Database Management

Pull reports, mailing lists, and other key information from database upon request, assisting with selection of the correct parameters to obtain desired results.

Efficiently move/copy data from one database to another when necessary.

Assist with development of automated workflows and other efficiency/productivity drivers.

Make or request minor programming changes as able to contribute to efficiency and productivity goals.

Contribute to team meetings and discussions promoting improvements in processes and procedures.

Assist with implementation of new/updated processes and procedures.

Document all changes made to database functionality and standard procedures/workflows and distribute to staff as appropriate