Find & Apply For Data Entry Clerk Jobs in Lake Bluff, Illinois

New Business Data Entry Specialist Job Title :

New Business Data Entry Specialist Department:

New Business Reports to :

New Business Manager Job Type:

Full-Time FLSA status :

Non-exempt Schedule:

Hybrid position in Lake Bluff, IL 60044

Position Summary :

A New Business Representative requires a broad understanding and knowledge of ELCO's products and services. This team member builds and maintains superior customer relationships by understanding and assessing the specific needs and customizing service to meet the expectations of our policy owners, producers and internal staff. This information is then used to process new life insurance and annuity contracts as well as the general servicing of our clients.

Job Responsibilities :

To provide prompt, courteous and accurate customer service including: funding, suitability, regulatory issues, policy issuance, policy requirements, illustrations, and customer correspondence by phone, fax and email To follow established operational procedures for processing applications, including transfers and 1035 exchanges To verify that applications are compliant with state and federal regulations and evaluate that incoming documents for validity and completeness Determine if the appropriate signatures have been received Communicate tactfully with agents when additional or corrected information is necessary Participate as a team member in problem resolution and projects supporting continuous process improvement Assist in peer development Stay abreast of and adhere to ELCO processes and procedures, industry changes, federal and state legislation and regulations Stay current with the provisions of new ELCO products Take part in audits, as needed Other duties as assigned to meet business needs

Success Factors:

Strong data entry and analytical skills Superior customer service Ability to manage time, organize priorities and multitask with daily interruptions Exceptional phone and problem-solving skills Can express yourself clearly, precisely and professionally both verbally and in writing Attention to detail is crucial Ability to grasp and retain new information Self-motivated, strong work ethic and a positive attitude Flexible and adaptable to rapidly changing priorities and ability to handle confidential information appropriately Ability to take direction and provide feedback To be compassionate, reliable and have a personable phone presence Ability to work independently, set priorities, handle multiple tasks and meet deadlines Willingness to volunteer for special projects

LOMA Certifications-ACS & ALMI Qualifications:

High school diploma (or equivalent) required Demonstrated experience in navigating through complex computer systems (internal computer systems as well as Microsoft Office) with minimal assistance Data entry and customer service experience expected Typing proficiency in Window based computer applications, Microsoft Word & Excel Must be punctual, highly responsible and customer focused

Benefits:

Remote Work Opportunities (after 60-days of employment) 37-hour work week-Monday thru Thursday 8:00-4:30, Friday 8:00-1:00 Competitive Pay Company contributions towards employee and dependent health, dental and life insurance plans Paid time off 401(k)

Contribution Tuition Assistance Job Type:

Full-time Pay:

$22.34 - $23.90 per hour

Benefits:

401(k) Dental insurance Flexible spending account Health insurance Health savings account Life insurance Paid time off Professional development assistance Retirement plan Tuition reimbursement Vision insurance

Experience:

data entry : 2 years (Required) Ability to

Commute:

Lake Bluff, IL 60044 (Required)

Work Location:

Hybrid remote in Lake Bluff, IL 60044