Job Description
Title : Data Entry Processor
Location : Remote or Onsite in Omaha, NE
Job Type : Contract (6+ Months)
Compensation : $20-25/hr
Industry: Insurance
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About the Role Our firm is partnering with a well-established organization operating in the insurance and financial services space to support a critical system transformation initiative. This organization services a high volume of sales and client activity and is currently implementing a new Salesforce platform to modernize its operations. We are seeking a
Data Entry Processor to assist with data intake, case review, and assignment as part of this implementation. This is a temporary role with a strong possibility of extension based on business needs and project progression.
Job Description The Data Entry Processor will support the intake team by reviewing incoming cases, ensuring accurate data entry, and routing cases appropriately within the new Salesforce environment. This role requires strong attention to detail, efficiency, and the ability to manage a high daily workload while maintaining accuracy.
Key Responsibilities Contracting & Intake - Prepare new contracting requests for carrier submission
- Log contracts received via email, fax, mail, and online contracting platforms
- Perform quality checks to ensure accuracy and completeness
- Redirect contracts and documents when not applicable to contracting
- Assign contracts and supporting documents using the Associate workflow chart
- Communicate issues or discrepancies to the supervisor for review
- Maintain a lower level of communication with agents and internal marketers compared to Contracting Associate II
Certifications, Licensing & E&O Updates - Send follow-up emails to agents requesting updated Errors & Omissions (E&O) documentation
- Research NIPR and other databases to obtain updated license information
- Upload state licenses, E&O certificates, and Continuing Education documentation to Agent Docs
- Forward updated licensing and compliance documents to applicable carriers as needed
- Process license expiration reports and other compliance-related carrier reports
Status Processing & Carrier Follow-Up - Send follow-up communications to carriers via email and phone
- Manage periods of high call volume effectively
- Reconcile carrier files within defined guidelines (e.g., certification, hierarchy, license expiration, readiness)
- Follow up with carriers for writing numbers and appointment dates
- Update agent writing numbers and appointment dates in Contact Manager upon confirmation
- Process welcome letters, carrier reports, and carrier website updates
- Process termination and declination letters and reports
Demographic & Data Maintenance - Process demographic updates for agents or agencies
- Update address, phone, fax, and email information accurately in systems
Special Projects & Additional Duties - Collaborate with team members to support the mission and values of Senior Market Sales
- Participate in internal and external committees as assigned
- Assist with special projects and assignments requested by management
- Perform other duties as assigned
Qualifications Required Qualifications: - Prior data entry experience
- Proficiency with Microsoft Office (Excel, Word, Outlook)
- Strong attention to detail and organizational skills
- Ability to work efficiently in a high-volume, deadline-driven environment
- Reliability and availability to work full-time CST hours
- Comfort working with case-based or ticketing systems
Preferred Qualifications: - Experience supporting Salesforce or CRM implementations
- Background working in insurance, financial services, or sales support environments
- Experience collaborating with intake, operations, or administrative teams
Benefits Dahl Consulting is proud to offer a comprehensive benefits package to eligible employees that will allow you to choose the best coverage to meet your family’s needs. For details, please review the DAHL Benefits Summary:
How to Apply Take the first step on your new career path!
To submit yourself for consideration for this role, simply click the apply button and complete our mobile-friendly online application. Once we’ve reviewed your application details, a recruiter will reach out to you with next steps!
Equal Opportunity Statement As an equal opportunity employer, Dahl Consulting welcomes candidates of all backgrounds and experiences to apply. If this position sounds like the right opportunity for you, we encourage you to take the next step and connect with us. We look forward to meeting you!
Job Tags
Full time, Contract work, Temporary work, Work at office, Remote work, Monday to Friday