Enrollment Specialist
Core
Process life insurance applications, verify customer data, and issue coverage materials to ensure efficient enrollment.
Role type
operational insurance enrollment specialist
Builds
insurance policy enrollments for customers
Domain
insurance administration
Required skills
data entry, application review, data verification, compliance adherence, Microsoft Excel proficiency
Preferred skills
CRM systems experience, database management
Technologies
Microsoft Office, Excel, CRM systems
Responsibilities
Process insurance applications accurately; review applications for completeness; verify customer data; assess applications against underwriting requirements; enter data into multiple systems; prepare and send policy correspondence; issue coverage materials.
Seniority
entry-level to mid-level operational role
Sourced via workday · Listed on CareerPlan, which tracks 877,000+ jobs from 20+ sources.