Data Entry Clerk

• Review insurance-related business records and enter structured data into spreadsheets according to established labeling standards
• Compare information across internal platforms, quoting tools, and stored documents to confirm record details before updating entries
• Categorize key data points such as business type, coverage details, quote progress, carrier involvement, pricing, and final sales outcomes
• Document unclear or incomplete information with precise notes and escalate exceptions for review rather than making assumptions
• Maintain a dependable daily workflow by processing a steady volume of records while preserving data quality and accuracy
• Apply updated instructions and taxonomy changes throughout the project to ensure all entries remain aligned with current guidelines
• Track supporting documentation, service-related complexities, and revenue-related information within the required data fields
• Contribute to a clean and reliable dataset that supports reporting, operational review, and business decision-making

• Demonstrated accuracy and strong attention to detail in data entry or record review work
• Proficiency with Excel and Google Sheets, including the ability to work efficiently within structured spreadsheets
• Clear written English skills for recording notes, identifying discrepancies, and flagging issues
• Ability to follow detailed instructions and apply standardized rules consistently across repetitive tasks
• Strong organizational skills with a dependable and methodical approach to daily work
• Comfort handling high-volume, repetitive assignments without losing focus on quality
• Willingness to ask questions and escalate ambiguous cases when information cannot be confirmed
• Experience in insurance, finance, operations, data annotation, or document review is helpful but not required

Experience in insurance, finance, operations, data annotation, or document review

• Medical, vision, dental, and life and disability insurance
• 401(k) plan