Robert Half - Plano, TX

posted 3 months ago

Full-time - Entry Level
Plano, TX
Administrative and Support Services

About the position

We are looking for a meticulous Data Entry Clerk to join our team in the Financial Services industry in Plano, Texas. This role offers a long-term contract employment opportunity. As a Data Entry Clerk, you will be responsible for managing initial claim reviews, completing claim closure tasks, and providing support for total loss, salvage, and other claims in the organization. Your role will be crucial in ensuring that all necessary documentation is received and processed appropriately, maintaining regular contact with clients and borrowers throughout the claim process, and ensuring that service level agreements (SLAs) are met. You will also assist licensed adjusters with processing claims and handle inquiries related to total loss salvage claims. This position requires a strong attention to detail and the ability to manage multiple tasks and deadlines effectively. You will utilize Microsoft Excel and Microsoft Word to track and document customer inquiries and responses, ensuring accurate records are maintained throughout the process. Additionally, you will perform other related duties as assigned to support the overall function of the Financial Services department.

Responsibilities

  • Review and manage initial claim filings, ensuring all necessary documentation is received and appropriate.
  • Maintain regular contact with clients and borrowers throughout the claim process to ensure required documents are processed.
  • Review and process claims closures and withdrawals as needed, adhering to appropriate claim closing language.
  • Monitor and follow up on damage appraisal tracking to ensure service SLAs are met.
  • Provide assistance to licensed adjusters with processing claims within the guidelines of the appropriate underwriting company.
  • Handle total loss salvage claims inquiries and communicate salvage and fee amounts to the adjuster to complete the total loss settlement.
  • Maintain accurate records of customer credit applications and perform data entry tasks.
  • Utilize Microsoft Excel and Microsoft Word to track and document customer inquiries and responses.
  • Perform other related duties as assigned to support the overall function of the Financial Services department.

Requirements

  • Proficiency in Microsoft Excel and Microsoft Word is essential.
  • Excellent customer service skills are required.
  • Experience in data entry is desirable.
  • Strong attention to detail is necessary.
  • Ability to work independently and as part of a team is required.
  • Strong written and verbal communication skills are needed.
  • Ability to manage multiple tasks and deadlines is essential.
  • Prior experience in the Financial Services industry is beneficial.
  • Strong organizational skills are required.
  • Ability to maintain confidentiality of sensitive information is necessary.
  • Basic mathematical skills are needed.
  • Proficiency in the English language is essential.

Nice-to-haves

  • Prior experience in the Financial Services industry is beneficial.

Benefits

  • Medical insurance
  • Vision insurance
  • Dental insurance
  • Life insurance
  • Disability insurance
  • 401(k) plan enrollment
  • Access to free online training
  • Competitive compensation
  • Contract/temporary professional benefits.
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