Remote Processing and Data Entry Specialist
Hirebee.ai · San Francisco, CA
- Hybrid
- Full-time
- $55,000 / year
- San Francisco, CA
Job highlights
- Process insurance documents accurately for loans.
- Handle customer and agent inquiries via phone.
- Enter data into proprietary systems.
- Work remotely with provided equipment.
- Requires insurance and call center experience.
About the role
About the Role
Under direct supervision, this hybrid position will be responsible for timely and accurate data entry of processing insurance documentation that satisfy loan requirements. You will be trained on a variety of insurance documents for different lines of business and expected to process transactions as necessary across those lines. Duties can include providing superior customer service to customers and insurance agents while supporting the call center. You will be responsible for answering incoming calls and making outbound calls to assist customers and agents with obtaining appropriate insurance documentation. The ideal candidate will educate the caller as to what documentation is needed to satisfy the customer’s loan agreement. Additionally, you will accurately complete loan transactions, as necessary.
Key Responsibilities
- Match insurance documents to loan records in the Miniter Ecommerce System.
- Analyze and process insurance documents to loan records ensuring the documents are appropriate and policy coverages are sufficient.
- Provide proficient and accurate data entry of insurance documentation in accordance with policies and procedures.
- Adhere to the Daily Workflow Schedule which outlines job responsibilities and daily processing goals.
- Process transactions across multiple work queues daily.
- Actively participate in all training sessions, team meetings, department meetings and one‑on‑one meetings.
- Provide quality customer service and assistance to customers with a timely resolution.
- Educate customers as to why insurance documents are required for their loan.
- Process loan transactions with high quality and productivity during call wrap‑up.
- Other responsibilities as directed.
Qualifications
- High school diploma or equivalent.
- At least one‑year Property and Casualty insurance or insurance agency experience.
- At least one‑year call center experience.
- Demonstrates sound judgment and decision‑making skills.
- Shows strong reasoning and problem‑solving skills.
- Ability to multi‑task.
- Excellent time management and organization skills.
- Ability to work both independently and co‑operatively with others.
- Proficient in basic use of Windows‑based computer software applications including Microsoft Word, Outlook, and Excel.
- Ability to provide clear and concise explanations when asking questions or for clarification through different mediums (Outlook, in‑person, Microsoft apps, etc.).
- Must be able to remain in a stationary position for up to 90% of workday.
Work Location & Schedule
Remote. Schedule: Monday‑Friday (8:30 am‑5:00 pm) with some flexibility with start/end times.
Benefits and Compensation
- 401(k) and 401(k) matching.
- Employee assistance program.
- Flexible spending account.
- Health insurance.
- Health savings account.
- Life insurance.
- Paid time off.
- Paid training.
- Parental leave.
- Referral program.
- Vision insurance.
- Paid training (to be conducted via phone and virtual meetings).
- Competitive pay.
- Full package of employee benefits including paid vacation, medical insurance, and a generous 401K plan.
Tools Provided
- Chromebox.
- Monitor and mouse.
- Headset.
Requirements to Get Started
- High speed Internet (Wi‑Fi works if it meets speed requirements).
- Cell phone.
- A willingness to learn and a home office or quiet workspace.
Key skills/competency
- Data Entry
- Insurance Processing
- Customer Service
- Call Center Operations
- Loan Documentation
- Microsoft Office Suite
- Problem Solving
- Time Management
- Attention to Detail
- Typing Skills
Skills & topics
- Data Entry
- Remote Work
- Insurance
- Customer Service
- Call Center
- Processing
- Administrative
- Hybrid
- Documentation
- Specialist
How to get hired
- Tailor your resume: Highlight your property and casualty insurance and call center experience, along with your proficiency in Microsoft Office.
- Showcase attention to detail: Emphasize your accuracy in data entry and problem-solving skills in your application.
- Prepare for technical questions: Be ready to discuss your experience with Windows-based software and your ability to learn new systems.
- Demonstrate customer service skills: Highlight your experience in educating customers and resolving issues efficiently.
- Confirm remote work readiness: Ensure you have reliable high-speed internet and a quiet workspace to meet the job requirements.
Technical preparation
Master Microsoft Word, Excel, and Outlook.,Practice accurate and fast typing skills.,Familiarize yourself with insurance terminology.,Understand basic loan processing concepts.
Behavioral questions
Describe a time you handled a difficult customer.,How do you manage multiple tasks and deadlines?,How do you ensure accuracy in your work?,Explain a complex process clearly and concisely.
Frequently asked questions
- What is the work arrangement for the Remote Data Entry Specialist role at Hirebee.ai?
- The Remote Data Entry Specialist role is primarily remote, with some training conducted virtually. You will need a reliable internet connection and a quiet workspace. The company provides essential equipment like a Chromebox, monitor, mouse, and headset.
- What experience is required for the Remote Data Entry Specialist position?
- To be considered for the Remote Data Entry Specialist role, you need at least one year of experience in Property and Casualty insurance or an insurance agency, and at least one year of call center experience. A high school diploma or equivalent is also required.
- What are the typical daily responsibilities of a Remote Data Entry Specialist at Hirebee.ai?
- Daily responsibilities include accurately entering insurance documentation into the Miniter Ecommerce System, analyzing and processing these documents, adhering to a workflow schedule, processing transactions across multiple queues, and providing customer service to clients and agents regarding loan requirements.
- What software proficiency is expected for this role?
- Proficiency in basic Windows-based computer software applications is expected, specifically Microsoft Word, Outlook, and Excel. The ability to clearly explain information through various communication mediums is also important.
- What are the working hours for this position?
- The standard schedule for the Remote Data Entry Specialist is Monday through Friday, from 8:30 am to 5:00 pm. Some flexibility with start and end times may be available.
- Does Hirebee.ai provide equipment for remote employees?
- Yes, Hirebee.ai provides essential equipment for remote work, including a Chromebox, monitor, mouse, and headset to ensure you have the tools needed to perform your job effectively.
- What kind of training is provided for the Remote Data Entry Specialist role?
- Comprehensive paid training is provided for the Remote Data Entry Specialist role, which will be conducted via phone and virtual meetings. You will be trained on various insurance documents and processing procedures.