Quote Data Entry Coordinator (3543)

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.

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