Insurance Operations & Servicing Associate II

Aston Carter; Scottsdale (AZ); On-site; USD 29,000 - 34,000; Full time

Job summary

Aston Carter is seeking an Insurance Operations & Servicing Associate II in Scottsdale, AZ. This full-time, on-site role focuses on processing policy and loan servicing tasks, data entry, document validation, and cross-training across core workflows.

The position emphasizes accuracy, strong MS Office skills, and adherence to standard operating procedures to ensure audit readiness and timely service delivery.

Qualifications

• Proficiency in data entry with a strong focus on accuracy and attention to detail.
• Experience using the Microsoft Office Suite (Word, Excel, Outlook).
• Ability to follow standard operating procedures and compliance controls.
• Capability to perform database searches and reconcile information across systems.
• Strong organizational skills for logs, files, and work queues.
• Effective written communication using templates for updates.
• Ability to meet SLAs in a queue-based environment.

Responsibilities

• Process insurance policy and loan servicing tasks per SOPs and controls.
• Verify and enter policy/loan data into systems of record and trackers.
• Review documents to ensure accuracy before entry.
• Communicate status updates using approved templates; escalate complex requests.
• Perform database searches and flag mismatches or missing data.
• Maintain task logs and files for audit readiness.
• Process work queues including updates, verification, and basic exceptions.

Skills

Data entry accuracy

Microsoft Office

SOP/compliance adherence

Data reconciliation

Organization & record-keeping

Written communication

Queue management

Job description

Job Title: Insurance Operations & Servicing Associate IIJob Description

Responsibilities

• Process insurance policy and loan servicing tasks in accordance with standard operating procedures and compliance controls.
• Verify and enter policy and loan data accurately into the system of record and internal trackers.
• Review incoming documents and captured data to validate accuracy and completeness before entry.
• Communicate status updates on straightforward inquiries using approved communication templates and refer complex or non-standard requests to the appropriate team.
• Perform database searches to match loans and policies and escalate mismatches or missing information to designated teams.
• Maintain task logs and files to ensure accurate tracking of work and audit readiness.
• Process assigned work queues, including policy updates, document verification, and basic exceptions, within established service-level timelines.
• Update lender and client systems of record with approved changes, notes, and other relevant information.
• Reconcile incoming and outgoing check logs for clients, vendors, and internal stakeholders to ensure accurate financial tracking.
• Perform mailing and shipping duties related to policy and loan servicing documentation.
• Participate in cross-training across core workflows to build foundational operations knowledge and provide coverage across tasks as needed.

Essential Skills

• Proficiency in data entry with a strong focus on accuracy and attention to detail.
• Experience using the Microsoft Office Suite, including applications such as Word, Excel, and Outlook.
• Ability to follow standard operating procedures and compliance controls consistently.
• Capability to perform database searches and reconcile information between multiple systems.
• Strong organizational skills to maintain task logs, files, and work queues.
• Effective written communication skills to use approved templates and document updates clearly.
• Ability to manage time effectively and meet service-level expectations in a queue-based environment.

Additional Skills & Qualifications

• Experience in a data entry or administrative role is preferred.
• Comfort working with multiple systems of record and internal tracking tools.
• Willingness to participate in cross-training and learn new operational workflows.
• Entry-level graduates are encouraged to apply, particularly those with experience in data entry and Microsoft Office.
• Ability to handle basic financial reconciliation tasks, such as balancing check logs.
• Strong problem-solving mindset to identify mismatches or missing information and elevate appropriately.

Work Environment

This is a full-time role with a schedule of Monday through Friday, 7:00 a.m. to 3:30 p.m. The position operates in an office-based, operations-focused environment that relies heavily on computer-based work, including data entry, document review, and use of Microsoft Office applications. Work is primarily performed using systems of record, internal trackers, and databases to manage insurance policy and loan servicing tasks. The role involves handling physical documents for mailing and shipping duties, as well as maintaining organized logs and files. The environment emphasizes adherence to standard operating procedures, compliance controls, and service-level commitments while supporting collaboration and cross-training across operational workflows.

Job Type & Location

This is a Contract position based out of Scottsdale, AZ 85256.

Pay and Benefits

The pay range for this position is $21.00 - $25.00/hr.

Individual compensation offered for this position within this range will depend on many factors, including qualifications, skills, relevant experience, job knowledge, geographic location, internal equity, and other pertinent job-related factors.

Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: Medical, dental & vision Critical Illness, Accident, and Hospital 401(k) Retirement Plan Pre-tax and Roth post-tax contributions available Life Insurance (Voluntary Life & AD&D for the employee and dependents) Short and long-term disability Health Spending Account (HSA) Transportation benefits Employee Assistance Program Time Off/Leave (PTO, Vacation or Sick Leave)

Job Type & Location

This is a Contract position based out of Scottsdale, AZ 85256.

Application Deadline

This position is anticipated to close on Oct 31, 2026.

Workplace Type

This is a fully onsite position in Scottsdale,AZ 85256.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please email [e-mail] ([e-mail]) for other accommodation options.

San Francisco Fair Chance Ordinance: Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.

Massachusetts Lie Detector: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Use of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.