Data Entry Clerk

GoldenTrust Insurance
Doral, FL

Key Responsibilities

  • Enter, update, and maintain policyholder and client data in CRM / internal systems with a high level of accuracy

  • Copy and paste data from various sources (paper documents, emails, digital forms) into the company database

  • Validate information by cross-referencing with source documents to ensure consistency and correctness

  • Organize and manage large sets of data, including customer contacts, insurance quotes, claims, and onboarding forms

  • Perform routine audits to detect and correct data-entry errors or inconsistencies

  • Create and maintain spreadsheets and reports to support underwriting and customer service teams

  • Maintain confidentiality of sensitive personal and insurance data in line with company policies

  • Back up data regularly to prevent loss and ensure data preservation

  • Work collaboratively with underwriters, agents, and administrative staff to ensure seamless information flow

Skills & Qualifications

  • Excellent typing speed and accuracy

  • Proficient in Microsoft Office (Excel, Word) and data management tools / CRMs

  • Strong attention to detail and ability to spot inconsistencies

  • Good organizational and time management skills

  • Ability to follow structured processes and adhere to company guidelines

  • Understanding of data privacy and confidentiality best practices

  • Strong communication skills

  • Previous experience in insurance, finance, or related administrative roles is a plus

Posted 2025-11-20

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