Policy Data Specialist
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- Open in Claude
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Prepare application
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- Open in Claude
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Role details
Tech stack
Job description
· Enter and maintain the customer’s crop insurance policy, acreage, production, and other related data in the agency and company’s processing systems.
· Review data for accuracy, completeness, and consistency; identify discrepancies or missing information; and resolve issues as necessary.
· Process policy applications, acreage reports, production records and other policy-related transactions and updates as directed.
· Assist agents with quote preparation, meeting important program deadlines and ensuring required information is submitted timely.
· Review reports and system-generated documents for errors or items requiring follow-up.
· Communicate effectively with clients, agents, and agency staff regarding missing, incorrect, or incomplete information either in person or via phone.
· Assist with gathering documentation and information needed to process policy changes, claims, or other policy transactions.
· Assist in maintaining customer working files
· Remain up to date with crop insurance procedures, terminology, and each company’s processing system.
· Perform additional administrative and policy-support duties as needed.
Requirements
We are a fast-paced, mid-size insurance agency searching for an individual with advanced clerical and administrative office skills. Pay is based on experience and can be flexible., · Strong attention to detail and commitment to accuracy.
· Excellent organizational and time-management skills.
· Ability to work independently while also supporting a team.
· Ability to prioritize work and meet time-sensitive deadlines.
· Proficiency with computers, data-entry systems, Microsoft Office (Excel & Access), and email.
· Ability to identify discrepancies and follow issues through to resolution.
· Previous administrative, insurance, crop insurance, or agricultural experience preferred.
Benefits & conditions
- 401(k) matching
- Paid time off
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Prepare application
- Draft this with your agent
- Open in Claude
- Open in ChatGPT
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