Processing and Data Entry Specialist

Staffing Data Services Agency; Oklahoma City (OK); Remote; USD 34,000 - 44,000; Full time

Benefits offered by this job

401(k) matching

Health insurance

Paid time off

Flexible spending account

Employee assistance program

Parental leave

Vision insurance

Paid training

Referral program

Employee assistance

Job summary

A leading staffing agency is looking for a Processing and Data Entry Specialist based in Oklahoma City. This hybrid position involves accurate data entry of insurance documentation and requires excellent time management and organizational skills. Candidates should have at least one year of experience in Property and Casualty insurance and call center work. Offering benefits like health insurance, 401(k) matching, and a flexible schedule from Monday to Friday, this role is perfect for someone with strong communication abilities.

Qualifications

• Minimum of one year of Property and Casualty insurance experience.
• At least one year of call center experience.
• Ability to work independently and cooperatively with others.
• Demonstrates sound judgment and decision-making skills.
• Proficient with Windows-based software including Word, Outlook, and Excel.

Responsibilities

• Match insurance documents to loan records.
• Ensure documents are appropriate and policy coverages are sufficient.
• Provide accurate data entry of insurance documentation.
• Adhere to the Daily Workflow Schedule and daily processing goals.
• Process transactions across multiple work queues daily.
• Participate in training sessions, meetings, and one-on-one reviews.
• Provide quality customer service with timely resolution.
• Educate customers on why insurance documents are required for loans.
• Process loan transactions with high quality and productivity during wrap-up.
• Other responsibilities as directed.

Skills

Decision-making skills

Problem-solving skills

Time management

Organizational skills

Excellent communication

Ability to multi-task

Problem solving

Education

High school diploma or equivalent

Tools

Microsoft Word

Outlook

Excel

Job description

About the job: Processing and Data Entry Specialist

Miniter Group provides insurance products and risk management expertise to the banking industry. Our unique culture encourages a customer-focused, consultative approach using our industry expertise, innovative technology, and employee dedication.

Primary Function

Under direct supervision, this hybrid position will be responsible for timely and accurate data entry of processing insurance documentation that satisfy loan requirements. You will be trained on a variety of insurance documents for different lines of business and expected to process transactions as necessary across those lines. Duties can include providing superior customer service to customers and insurance agents while supporting the call center. You will be responsible for answering incoming calls and making outbound calls to assist customers and agents with obtaining appropriate insurance documentation. The ideal candidate will educate the caller as to what documentation is needed to satisfy the customer’s loan agreement. Additionally, you will accurately complete loan transactions, as necessary.

Key Responsibilities

• Match insurance documents to loan records in the Miniter Ecommerce System.
• Analyze and process insurance documents to loan records ensuring the documents are appropriate and policy coverages are sufficient.
• Provide proficient and accurate data entry of insurance documentation in accordance with policies and procedures.
• Adhere to the Daily Workflow Schedule which outlines job responsibilities and daily processing goals.
• Process transactions across multiple work queues daily.
• Actively participate in all training sessions, team meetings, department meetings and one‑on‑one meetings.
• Provide quality customer service and assistance to customers with a timely resolution.
• Educate customers as to why insurance documents are required for their loan.
• Process loan transactions with high quality and productivity during call wrap‑up.
• Other responsibilities as directed.

Qualifications

• High school diploma or equivalent.
• At least one‑year Property and Casualty insurance or insurance agency experience.
• At least one‑year call center experience.
• Demonstrates sound judgment and decision‑making skills.
• Shows strong reasoning and problem‑solving skills.
• Ability to multi‑task.
• Excellent time management and organization skills.
• Ability to work both independently and co‑operatively with others.
• Proficient in basic use of Windows‑based computer software applications including Microsoft Word, Outlook, and Excel.
• Ability to provide clear and concise explanations when asking questions or for clarification through different mediums (Outlook, in‑person, Microsoft apps, etc.).
• Must be able to remain in a stationary position for up to 90% of workday.

Work Location

Remote

Schedule

Monday‑Friday (8:30 am‑5:00 pm) with some flexibility with start/end times.

Benefits and Compensation

• 401(k) and 401(k) matching.
• Employee assistance program.
• Flexible spending account.
• Health insurance.
• Health savings account.
• Life insurance.
• Paid time off.
• Paid training.
• Parental leave.
• Referral program.
• Vision insurance.
• Paid training (to be conducted via phone and virtual meetings).
• Competitive pay.
• Full package of employee benefits including paid vacation, medical insurance, and a generous 401K plan.

Tools Provided

• Chromebox.
• Monitor and mouse.
• Headset.

Requirements to Get Started

• High speed Internet (Wi‑Fi works if it meets speed requirements).
• Cell phone.
• A willingness to learn and a home office or quiet workspace.