Data Entry Associate

ob Description: As a member of our Process Management team within the group insurance sector, you will be integral to our operations. Daily tasks encompass a wide range of transaction types, involving meticulous attention to detail and adherence to established processes. Below are key responsibilities:

  • Manage a variety of transaction types (totaling 31) within the Customer Communications Unit Que, Settlement Options Team, Money Out Team, Premium Team, Electronic Funds Transfer (EFTs) Team, and Renewal Statements Team.
  • Handle tasks such as creating value quotes, processing policy status letters, updating beneficiaries, and managing settlement options.
  • Review referrals and ensure all data is in good order for processing, occasionally requiring outreach to other departments for escalated cases.
  • Assist with premium management, including processing changes, suspending premiums, and managing tax withholdings.
  • Utilize Salesforce for transactions and ensure all work is pulled from the platform.


  • Professional Demeanor: Demonstrate patience, composure, and a client service attitude.
  • Problem-Solving and Decision-Making Skills.
  • Salesforce and life insurance experience are advantageous.
  • Ability to follow processes and identify areas for improvement.
  • Initiative: Display a self-starting behavior and willingness to assist others.
  • Excellent Communication Skills: Communicate effectively both written and verbal, tailoring communications to the audience.
  • Patience: Navigate a large corporate environment without constant support.
  • Multi-tasking: Manage multiple responsibilities efficiently.
  • Ambition to Succeed and Strong People Skills.
  • Outstanding Customer Service.
  • Basic computer skills, including Word, Excel, Outlook, Teams, etc.
  • Basic troubleshooting abilities (e.g., internet connectivity issues).