New Business Data Entry Clerk

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Job description

About Plan Advisors

Plan Advisors, headquartered in Doral, Florida is a team of agile Medicare experts with years of experience both as independent brokers and as leaders within national carrier organizations. They have been serving Americans for years and have earned nationwide recognition for their excellent service and broker support.

Job Summary

We are looking for a Data Entry Clerk to update and maintain information on our company databases and computer systems in support of our team. Data Entry responsibilities include collecting and entering data in databases and maintaining accurate records of valuable company information. Our ideal candidate has essential data entry skills, like fast typing with an eye for detail and familiarity with spreadsheets and online forms. Previous experience as a Data Entry Clerk or similar position will be considered an advantage. Ultimately, a successful Data Entry Clerk will be responsible for maintaining accurate, up-to-date and useable information in our systems.

Primary Responsibilities

• Insert customer and account data by inputting text based and numerical information from source documents within time limits
• Compile, verify accuracy and sort information according to priorities to prepare source data for
• computer entry
• Review data for deficiencies or errors, correct any incompatibilities if possible and check output
• Research and obtain further information for incomplete documents
• Apply data program techniques and procedures
• Generate reports, store completed work in designated locations and perform backup operations
• Scan documents and print files, when needed
• Keep information confidential
• Respond to queries for information and access relevant files
• Comply with data integrity and security policies
• Ensure proper use of office equipment and address any malfunctions
• Monitors validity of data provided to users to ensure data quality
• Responds to questions and requests in a timely and professional manner

Primary Skills & Requirements

• Ability to speak clearly and concisely.
• Ability to perform essential data entry duties with high degree of accuracy.
• Ability to read and comprehend simple instructions, short correspondence, and memos.
• Ability to write simple correspondence.
• To perform this job successfully, an individual should have an above average knowledge of Microsoft Office Suite including PowerPoint, Excel and Word and must be proficient with Internet Explorer, Google Chrome and Firefox.
• Positive Attitude - Projects a positive outlook on the company and team; is supportive of ideas
• and tasks.
• Trustworthy - Ability to avoid gossip and keep confidential company matters private
• Flexible - Ability to adapt to new projects or functions
• Multitasker - Ability to handle and prioritize multiple tasks at once
• Professionalism - Treats others with respect and consideration regardless of their status or
• position; accepts responsibility for own actions
• Attendance/Punctuality - Is consistently at work and on time; ensures work responsibilities are
• covered when absent; arrives at meetings and appointments on time
• Timeliness - Completes tasks on time
• Dependability - Follows instructions, responds to management direction; takes responsibility for
• own actions skills
• No previous experience required, but will be considered
• Please Note: This is a great opportunity for someone looking to start their career in human
• resources as it exposes the successful candidate to all areas of HR, from payroll and benefits, to
• rewards, talent management, data, technology, and business partnership.

About Integrity

Integrity is one of the nation's leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.

Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you'll love, and we'll love you back. We're proud of the work we do and the culture we've built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.

Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are - in person, over the phone or online. Integrity's employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit .

Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.

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