Remote WC Policy & Records Coordinator

Engagepeo; United States; Remote; USD 30,000 - 33,000; Full time

Benefits offered by this job

3 Weeks Paid Time-Off per Year (Incre​

Parental Leave

Paid Holidays

Medical Insurance Plan or HSA

Life Insurance

Dental and Vision

Long-Term Disability Insurance

Short-Term Disability Insurance

Pre-tax Savings on premiums

401(k) with match

Commuter benefits

Pet Insurance

Job summary

Engage PEO is seeking a WC Policy Management Coordinator to support the Risk Management team. This full-time, non-exempt role handles reviewing correspondence, processing certificates of insurance, routing work, and maintaining electronic records.

You will perform data entry across systems, communicate with staff and customers, and look for process improvements. Remote position within the United States; candidates must be able to work in a distributed environment.

Qualifications

• High School Diploma or equivalent.
• Minimum 2 years of relevant work experience.
• Knowledge of Workers' Compensation insurance policies, procedures, and regulations.
• Professional Employer Organization (PEO) experience is a plus.
• Proficient with MS Office, including intermediate proficiency in Excel.
• Preferred experience in data entry.
• Strong proficiency in computer systems and CRM software.

Responsibilities

• Monitor and manage the team’s shared inbox, reviewing incoming emails to identify the nature of each inquiry and determine the required actions.
• Triage incoming work by evaluating requests, gathering necessary information, prioritizing tasks, and assigning them to appropriate team members for resolution.
• Process requests for Certificates of Insurance, including reviewing requests for completeness, preparing certificates, and ensuring timely delivery to our customers.
• Perform accurate data entry across multiple systems, databases, and tools while maintaining a high level of attention to detail.
• Create, organize, maintain, and retrieve electronic files and records.
• Communicate professionally with internal staff and customers.
• Assist with departmental administrative functions, including document preparation, correspondence, and special projects as assigned.
• Maintain confidentiality of sensitive business, customer, and policy information.
• Support continuous improvement efforts by identifying opportunities to enhance administrative processes, workflow efficiency, and record management practices.

Skills

Attention to detail

Data entry

Communication skills

Time management

Education

High School Diploma or equivalent

Tools

MS Office

Excel

CRM software

Job description

Engage PEO is seeking a WC Policy Management Coordinator to support the Risk Management team. This full-time, non-exempt role handles reviewing correspondence, processing certificates of insurance, routing work, and maintaining electronic records.

You will perform data entry across systems, communicate with staff and customers, and look for process improvements. Remote position within the United States; candidates must be able to work in a distributed environment.