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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates proficiency in data entry and document analysis while utilizing computerized systems to maintain accurate records. Exhibits strong organizational skills and a customer-focused approach to support team objectives and company projects.
Highest-signal resume keywords
Data EntryDocument AnalysisMicrosoft OfficeQuiver/EBS SystemCustomer-Focused
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Data EntryDocument AnalysisRecord MaintenancePolicy Cancellation EntryPerformance Indicators Development
Soft Skills
CollaborativeOrganizedInnovativeTeam PlayerProfessional
Tools & Technologies
QuiverEBS SystemQuiser
Certifications & Qualifications
High School Diploma
Industry Keywords
Commercial InformationInsurance PolicyEndorsement DocumentsReconciliationKPIsOKRs
About the role
Key responsibilities & impact- Receive documents containing commercial information through the ticketing platform in order to perform the required registrations.
- Ensure accurate entry of data and information using computerized systems and tools (Quiver/EBS system) to maintain organized and reliable records.
- Download policy and/or endorsement documents from insurers' websites to identify the corresponding insurance policy number.
- Enter information regarding policy and/or endorsement cancellations into computerized systems (Quiser) to ensure the reconciliation of received commissions.
- Perform other related duties inherent to the role as required by the area, receiving training, professional development and guidance from the immediate supervisor to ensure continuous professional growth.
- Actively contribute to the development of performance indicators (KPIs), objectives and key results (OKRs), and new company projects.
Requirements
What you’ll need- High school diploma
- Basic knowledge of Microsoft Office
- Professional experience in document analysis and data/information entry
- Customer-focused, professional, collaborative, innovative, organized, and a team player
Benefits
Comp & perks- Health and dental insurance
- Life insurance
- Meal and/or food allowance
- Transportation allowance
- Profit-sharing (PLR)
- Wellhub
- Wellz
- Day off
- Apoio Pass for you and your dependents
- Discounts on personal insurance purchases such as auto, life, home, travel, and others
