Quote Data Entry Coordinator (3543)

Quote Data Entry Coordinator (3543) Word & Brown Companies Orange, CA Job Details Seasonal $18.50 an hour 14 hours ago Qualifications Customer communication Email customer support Microsoft Outlook Spreadsheets In-person customer service Direct client contact High school diploma or GED Collaborative technology platforms Microsoft Teams Typing Client interaction via phone calls

Full Job Description Description Purpose of Position:

This position is responsible for accurate and timely entry, validation, and processing of employee and dependent census data to support quoting activities for Word & Brown GA. The role ensures data integrity, compliance with internal standards, and readiness of census information for underwriting and quote generation.

Essential Functions:

Perform accurate quote entry and processing for Word & Brown products. Complete new hire enrollment quote entry and processing for Word & Brown. Review census and quote data for accuracy, completeness, and duplicate information prior to submission. Notify quote requestors of any defaulted information, assumptions used or identified discrepancies in a timely manner. Bind approved quotes in accordance with established procedures and system requirements. Assist with W&B Enrollment kits Compile and gather data to support daily quote reporting. Process and distribute return mail in accordance with departmental standards. Maintain current departmental Standard Operating Procedures (SOPs) and assist with updates as needed. Participate in quote and system testing activities as assigned. Prepare and package monthly renewal materials. Adhere to all PHI (Personal Health Information) and HIPAA regulations, ensuring confidentiality and secure handling of sensitive information. Support departmental training and cross‑training initiatives as assigned by the leadership team. Maintain a clean, organized, and secure workspace in compliance with clean desk policies. Maintain regular, on‑site attendance and punctuality as an essential function of the position. Perform other related business tasks or duties as assigned. Adhere to all PHI (Protected Health Information) and HIPAA (Health Insurance Portability and Accountability Act) guidelines.

Qualifications Knowledge, Skills & Abilities Required:

Must Type 45 WPM Proficient verbal and written communication skills. Ability to support, interface, and communicate with various clients and organizations in person, via email, and by telephone. Strong attention to detail with exceptional organizational skills. Ability to prioritize, manage time effectively, and handle multiple tasks simultaneously. Ability to collaborate and communicate professionally with all levels of leadership, employees, clients, and vendors. Self‑guided and highly motivated, with the ability to follow directions. Demonstrated proficiency in Microsoft Office 365 tools, including SharePoint, Teams, Outlook, Excel, and Word. Ability to work well in a fast‑paced, deadline‑driven environment. Knowledge of the health insurance industry and prior customer service experience preferred. Ability to multitask effectively.

Additional Competencies:

Action Oriented, Approachability, Customer Focus, Listening, Self-Knowledge, Written Communication Educational Requirements:

High school diploma or equivalent required

Physical Requirements:

Must be able to sit, stand, and/or walk for extended periods of time Must be able to walk, utilize stairs, bend, and stoop Working environment is stable and the noise level is moderate. Requires close vision with the ability to hear and speak clearly. Ability to lift up to 50 pounds consistently