This role is responsible for ensuring contracting data housed in the Company’s CRM is updated and accurate
Job Summary
This role is responsible for ensuring contracting data housed in the Company’s CRM is updated and accurate.
Primary Responsibilities include following departmental workflows, documenting information, resolving data nuances with subject matter experts, and reaching out to Carriers for missing information.
Benefits include Medical/Dental/Vision Insurance, 401(k) Retirement Plan, Paid Holidays, PTO, Community Service PTO, FSA/HSA, Life Insurance, and Short-Term and Long-Term Disability.
Matching Summary
This role is responsible for ensuring contracting data housed in the Company’s CRM is updated and accurate.
Skills & Requirements
Must-have
CRM data entry and updates
Data collection and confirmation
Process documentation and adherence
Carrier data management
Confidentiality and professionalism
Nice-to-have
Positive attitude and composure
Team collaboration and feedback
Adaptability to dynamic environments
Initiative and self-motivation
Key Requirements
2+ years administrative experience preferred
1+ year contracting/insurance experience preferred
Prior data collection research and analysis experience strongly preferred