Key Responsibilities
Enter, update, and maintain policyholder and client data in CRM / internal systems with a high level of accuracy
Copy and paste data from various sources (paper documents, emails, digital forms) into the company database
Validate information by cross-referencing with source documents to ensure consistency and correctness
Organize and manage large sets of data, including customer contacts, insurance quotes, claims, and onboarding forms
Perform routine audits to detect and correct data-entry errors or inconsistencies
Create and maintain spreadsheets and reports to support underwriting and customer service teams
Maintain confidentiality of sensitive personal and insurance data in line with company policies
Back up data regularly to prevent loss and ensure data preservation
Work collaboratively with underwriters, agents, and administrative staff to ensure seamless information flow
Skills & Qualifications
Excellent typing speed and accuracy
Proficient in Microsoft Office (Excel, Word) and data management tools / CRMs
Strong attention to detail and ability to spot inconsistencies
Good organizational and time management skills
Ability to follow structured processes and adhere to company guidelines
Understanding of data privacy and confidentiality best practices
Strong communication skills
Previous experience in insurance, finance, or related administrative roles is a plus
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