Data Review Clerk (Temporary Assignment)

Job Title: Data Review Clerk (Temporary Assignment)

Location: Holmdel, NJ (Hybrid Schedule)

About Heathos

Heathos is transforming the healthcare insurance landscape through a connected, data-driven ecosystem that simplifies complexity and drives long-term success. Built on trust, innovation, and integrity, we provide technology, services, and insights that support agencies, carriers, and members at every stage. Our family of brands—FirstEnroll, AdminOne, and SonicMarketing—works together to streamline operations and deliver a seamless insurance experience.

Position Summary

The Data Review Clerk is responsible for reviewing and validating payment-related information by comparing data from multiple sources, including files, spreadsheets, and the company’s CRM system. The primary responsibility of this position is to identify potential duplicate payments, discrepancies, missing information, or other inconsistencies and ensure that the information is accurately documented and brought to the appropriate person’s attention. This role requires strong attention to detail, accuracy, and the ability to methodically review information across two or more sources. The ideal candidate is comfortable working with computers and spreadsheets, can organize information effectively, and is able to recognize when data does not match or requires further review.

Key Responsibilities

• Review files, reports, spreadsheets, and other payment-related documentation for accuracy and completeness.
• Compare information contained in files against corresponding records in the CRM system.
• Cross-reference payment information, including names, dates, amounts, transaction details, and other relevant data.
• Identify potential duplicate payments by comparing records across multiple sources.
• Identify discrepancies, missing information, inconsistencies, or unusual entries that require additional review.
• Document findings clearly and accurately, including identifying the records or transactions involved.
• Maintain organized records of reviewed files and identified discrepancies.
• Use Excel to sort, filter, organize, compare, and review data.
• Enter or update information as needed while maintaining a high level of accuracy.
• Follow established procedures and guidelines when reviewing and validating information.
• Escalate questionable or unresolved discrepancies to the appropriate team member for further investigation.
• Maintain confidentiality when handling payment, customer, or other sensitive business information.
• Perform repetitive data review tasks with consistent attention to detail and accuracy.
• Assist with additional data review and administrative tasks as needed.

Required Skills and Qualifications

• Basic computer skills and the ability to navigate multiple computer applications and systems.
• Working knowledge of Microsoft Excel, including the ability to sort, filter, organize, and review data.
• Strong attention to detail and a commitment to accuracy.
• Ability to compare information from two or more sources and identify differences or discrepancies.
• Ability to follow written procedures and established processes.
• Strong organizational and time-management skills.
• Ability to work independently and stay focused on detailed, repetitive tasks.
• Ability to recognize when information appears inconsistent or requires additional investigation.
• Ability to maintain confidentiality when working with sensitive information.

Preferred Qualifications

• Previous experience with data entry, data review, administrative support, accounting, payment processing, or a similar role.
• Experience working with a CRM system or other database.
• Familiarity with Excel spreadsheets and data reconciliation.
• Experience identifying duplicate or inconsistent records.

Heathos is proud to be an equal opportunity and affirmative action employer. We are committed to building a workforce that is representative of the agencies, carriers, and members we serve, creating a culture of belonging, and providing an equal employment opportunity regardless of race, creed, color, religion, gender, sexual orientation, gender identity/expression, national origin, disability, age, genetic information, veteran status, marital status, pregnancy or related condition (including breastfeeding), expecting or parents-to-be, criminal histories consistent with legal requirements, or any other basis protected by law. See also Know Your Rights: Workplace Discrimination is Illegal.

If you have a need that requires accommodation, please let us know here.

Heathos is a binational company and, in order to facilitate efficient collaboration and communication binationally, English proficiency is a requirement for all roles unless stated otherwise in the job posting.