Job Description

Job Title: Data Entry and Analysis Specialist

Duration: 5 Months + Contract can get extended performance basis

Anticipated Start Date: 07/01/2025

Location: On-site: Hartford (top preference), Florida North, or San Antonio

Schedule: Monday – Friday

Job Description

Responsibilities:

• Accurately produce and modify Enrollment forms, benefit highlight sheets, and premium worksheets.
• Process employee information and coverage selections for personalized Enrollment forms, ensuring accuracy and security of PII.
• Maintain and manage work queue, interacting directly with business partners to consult on processes and deliverables.
• Contribute to the development of new or enhanced processes, materials, and offerings, participating in the implementation of approved ideas.
• Collaborate with team members and representatives from other departments to ensure customer expectations are met.
• Deliver consistently accurate and cost-effective materials for standard and non-standard Enrollment requests.
• Develop and maintain expertise on team procedures, policies, and end-to-end Enrollment processes in an ever-changing environment.

Skills and Qualifications

• Thrives while working under pressure and within tight timelines.
• Is self-directed, knows what needs to be done and often does it before being asked.
• Proficient knowledge of Microsoft Office applications.
• Strong customer service.
• Demonstrates inclusive and collaborative behavior.
• Works effectively and efficiently.
• Demonstrates effective communication skills and strong writing skills.
• Independently solves problems.
• Basic knowledge of Group Benefits insurance products, enrollment types, and medical underwriting guidelines.
• Basic knowledge of Case Management.

Candidate Requirements

• No specific degree or certifications required.
• Attention to detail needed.
• Prior knowledge in Insurance and Supplemental/Voluntary Lines.
• Top 3 must-have hard skills:

1. Data Entry
2. Attention to detail
3. Able to work independently

• Basic Microsoft Skills
• Data entry skills

Performance Expectations

• Once trained, expected to complete at least 10 requests per day.

Interview Information

• Interview availability: TBD
• Number and type of interviews: TBD
• No technical/coding assessment included.
• Extra interview prep: TBD

Training

• Training will be handled by Nelly Morales.
• Training includes grabbing requests from Salesforce and entering details into a separate system to generate marketing materials .

Team and Project Overview

• This new team will assist during peak season, supporting the sales team by processing requests for marketing materials.
• Contractors will review requests and enter help request details into the system to create marketing materials for enrollment campaigns.
• Supports Data Management Consultants for efficient processing during peak periods.
• Autonomy and ownership of the work queue are emphasized.

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