DATA PROCESSOR

1st Trust Insurance is seeking a reliable, organized, and detail-oriented Data Processor to join our team.

The Data Processor will be responsible for reviewing, entering, updating, and processing customer and insurance policy information. This position requires accuracy, efficiency, confidentiality, and the ability to complete daily assignments within established deadlines.

The ideal candidate is dependable, able to follow instructions, comfortable working with computer systems, and committed to maintaining accurate customer records.

Key Responsibilities

1. Data Processing & Information Management

• Enter and process customer information into the agency management system.
• Review and verify information for accuracy and completeness.
• Update customer profiles and insurance policy records.
• Identify and correct data entry errors.
• Maintain accurate and organized electronic records.
• Process assigned tasks in a timely manner.

2. Insurance Policy Processing

• Assist with processing new insurance applications.
• Review policy information and supporting documents.
• Process policy changes and updates as instructed.
• Assist with renewals, cancellations, and reinstatement documentation.
• Verify that required information and documents are complete.
• Notify the appropriate team member of missing or incorrect information.

3. Document Processing & Organization

• Upload, scan, and organize customer documents.
• Ensure documents are saved in the correct customer files.
• Properly label and categorize documents.
• Maintain complete and updated customer records.
• Protect confidential and sensitive customer information.

4. Quality Control

• Double-check information before completing assignments.
• Identify discrepancies and report them to management.
• Follow established company procedures.
• Maintain a high level of accuracy.
• Meet daily processing goals and deadlines.

5. Administrative Support

• Assist insurance agents and customer service representatives with processing requests.
• Communicate with team members regarding pending or incomplete tasks.
• Maintain organized work queues.
• Provide updates on assigned tasks.
• Perform additional administrative duties as needed.

Qualifications & Requirements

• High school diploma or GED preferred.
• Basic computer and typing skills.
• Strong attention to detail.
• Good organizational and time-management skills.
• Ability to multitask and prioritize assignments.
• Ability to work independently and as part of a team.
• Ability to learn insurance systems and company procedures.
• Previous data processing, data entry, or administrative experience preferred.
• Insurance experience is a plus but not required.
• Bilingual (English/Spanish) preferred.

Performance Expectations

The Data Processor is expected to:

• Complete assigned daily processing tasks.
• Maintain accurate and complete customer information.
• Minimize errors and unnecessary corrections.
• Meet established deadlines and productivity goals.
• Follow company policies and procedures.
• Maintain customer confidentiality.
• Demonstrate professionalism, reliability, and accountability.
• Communicate any processing issues promptly.

Skills for Success

• Attention to detail
• Accuracy and efficiency
• Organization
• Time management
• Computer proficiency
• Problem-solving
• Dependability
• Teamwork

Job Type: Full-time

Work Location: Remote