Insurance Documentation Technician

About Fleis Insurance:

Office Hours - Monday to Thursday 8am to 5pm, Friday 8am to 1pm

Part-Time position would be during morning hours.

With a legacy spanning over 60 years, Fleis Insurance stands as a beacon of reliability in the insurance industry. Our dedication goes beyond providing exceptional services to clients; we are equally committed to impacting our community positively. As we continue on a strategic path of growth and expansion, we uphold our unique family feel, ensuring all team members find a sense of belonging and purpose. Visit us at www.fleisinsurance.com to learn more about how we blend stability with innovation.

About the Role:
We are seeking a meticulous and detail-oriented individual to join our team as a Insurance Documentation Technician. Part time position would preferably onboard on location for about 60 days, then be full remote.

The primary responsibility of this role is to efficiently collect documents from various carrier websites, attach them to our insurance agency management system, verify crucial information such as premiums, beneficiaries, and Personally Identifiable Information (PII), and process renewal information for active policies. Additionally, the role involves inputting new prospect information with utmost accuracy, entering direct bill commission details, verifying income, and pre-filling applications for our team. The ideal candidate will be highly organized, possess strong attention to detail, and demonstrate a commitment to following established processes diligently.

Key Responsibilities:

• Collect documents from diverse carrier websites and ensure their accurate attachment to the insurance agency management system.
• Verify premiums, beneficiaries, and other Personally Identifiable Information (PII) to maintain data accuracy and compliance.
• Process renewal information for active policies in a timely and efficient manner, ensuring continuity of coverage.
• Input new prospect information into the system with precision and attention to detail, maintaining data integrity.
• Enter direct bill commission information accurately to facilitate financial transactions and reporting.
• Verify income information and assist in pre-filling applications to streamline the application process for the team.
• Adhere diligently to established processes and guidelines to maintain operational efficiency and regulatory compliance.
• Collaborate effectively with team members to address any discrepancies or issues in data collection and processing.
• Maintain confidentiality and security of sensitive information in accordance with company policies and regulatory requirements.
• Participate in ongoing training and professional development opportunities to enhance skills and knowledge in insurance data management.

Your Contribution to the Team Includes:

• Work cohesively with various departments to ensure a seamless and enriched client experience.
• Provide feedback and innovative ideas, reinforcing the agency's growth strategy and service delivery enhancements.
• Alignment with the agency’s values of family, loyalty, effectiveness, integrity, and service to the community.

Why Join Us:

• At Fleis Insurance, we're not just offering a job; we're inviting you to be a part of something that impacts lives and communities. Here's why you should consider joining us:
• Work-Life Harmony: Our office hours are designed to support a balanced lifestyle, with a shorter workday on Fridays and team-building events that cultivate a strong sense of community.
• Culture of Care: Thrive in a supportive workplace that upholds a family feel, where empathy and positive relationships are nurtured.
• Making a Difference: Feel fulfilled knowing your work extends beyond the office through our commitment to community involvement and local initiatives.

What We Expect from You:

• Proven experience in insurance administration, document processing, or data entry roles preferred.
• Strong proficiency in using insurance agency management systems and familiarity with carrier websites.
• Excellent attention to detail and accuracy in data entry and document processing.
• Ability to prioritize tasks effectively and work efficiently in a fast-paced environment.
• Strong organizational and time management skills with the ability to meet deadlines consistently.
• Excellent communication skills, both verbal and written, with the ability to collaborate effectively with team members.
• Demonstrate commitment to maintaining confidentiality and handling sensitive information responsibly.
• Familiarity with insurance policies, terminology, and regulatory requirements is a plus.
• Proficiency in Microsoft Office Suite and other relevant software applications.
• Adeptness in navigating a dynamic work environment, balancing multiple priorities with grace and efficiency.
• A proactive, positive, and goal-oriented mindset, always seeking to contribute to the agency's success.

Join Our Journey:
We at Fleis Insurance invite you to join our journey toward setting new standards in the insurance industry. As a Benefits Account Technician, your role extends beyond traditional support; you are a curator of client confidence and an ambassador of our brand promise. Here, your growth narrative becomes our story of success, and your career path illuminates our shared horizon. Welcome to a world of opportunities, where we grow together.

If you're ready to be more than an employee, to influence, inspire, and make a mark, Fleis Insurance is ready for you. Apply today and let’s begin this exciting journey together toward a future where your ideas lead to impact, and your hard work is met with recognition and gratitude.

To learn more about us, visit www.fleisinsurance.com. Your new professional journey starts here.

Job Type: Part-time

Pay: $14.00 - $16.00 per hour

Benefits:

• 401(k)
• Employee assistance program
• Paid time off

Schedule:

• Day shift
• Monday to Friday
• No weekends

Ability to Commute:

• Onalaska, WI 54650 (Preferred)

Work Location: Hybrid remote in Onalaska, WI 54650

Salary : $14 - $16