Data Entry Clerk - Insurance

Salary & Benefits

🚀 About the Role

In this position, you will support client service operations, employee benefit enrollments, data accuracy, proposal preparation, and ongoing client support. Your primary responsibility will be assisting two in-office Account Managers with administrative and data‑related tasks to ensure a smooth client experience.

Success in this role requires strong attention to detail, the ability to learn systems quickly, and a genuine desire to help clients and their employees.

• Support two Account Managers with daily administrative and data entry tasks
• Assist with employee benefit enrollments and client service operations
• Maintain accurate data across Excel files, PDFs, and CRM systems
• Prepare and support client proposals and documentation
• Conduct research and help resolve client‑related inquiries
• Ensure strong follow‑through and ownership of assigned...