Contracts Data Clerk

Effortless Admin Inc.•Edmonton, AB

1d•Onsite

About The Position

Effortless Admin is a growing software company focused on transforming employee benefits administration in Canada. They aim to provide the best benefits administration experience for employers and employees, empower advisors, and foster effective collaboration. The company is expanding and seeking motivated individuals to join their growth trajectory. This role is crucial for supporting the company's rapid growth in the benefits administration sector. The Contracts Data Clerk will initially focus on data entry and management for new client contracts and amendments. As the company and its systems evolve, the role is expected to grow into more complex data tasks, potentially specializing in onboarding or amendments. The position requires strong attention to detail, adaptability to new systems and processes, and a commitment to data integrity.

Requirements

Exceptional attention to detail and accuracy in data entry.
Accountable team player with the ability to work independently when required.
Passion for data management and information accuracy.
Positive attitude and integrity.
Patience and persistence in troubleshooting and resolving discrepancies.
Strong analytical skills with a meticulous approach to work.
Comfort in a fast-paced, high-growth environment.
Ability to quickly learn new software and adapt to system changes.
Excellent communication skills, both written and verbal.
Proactive approach to process improvement and efficiency.
Ability to maintain focus and quality while handling repetitive tasks while under time constraints.
Strong organizational skills and ability to prioritize effectively.
High school diploma or equivalent required.
Proficient in Microsoft Office suite, especially Excel.
Familiarity with database management and data entry systems.
Typing speed of at least 50 WPM with high accuracy.
Fluency in English required.

Nice To Haves

Associate's degree or some college coursework in business administration, data management, or a related field preferred.
1-2 years of experience in data entry or administrative roles, preferably in insurance, finance, or healthcare industries.
Basic understanding of insurance terminology and concepts (can be learned on the job).
Familiarity with data privacy regulations (e.g., PIPEDA in Canada).
Bilingualism (English/French) is an asset for serving diverse Canadian markets.
No specific certifications required, but willingness to pursue relevant certifications in the future is a plus.
Experience with benefits administration software is a plus, but not required.

Responsibilities

Assist in the onboarding process of new clients by entering contract and client configuration details into Effortless Admin’s proprietary benefits administration system.
Cross-reference entered information with source documents and flag discrepancies or unusual requests for review by senior team members.
Update existing client information and contract parameters based on amendment requests to ensure continuous strict adherence to group insurance policy contract parameters.
Organize and file digital documents related to onboarding and amendments, and maintain logs of completed tasks and any issues encountered.
Follow established data management processing procedures and provide status updates on data entry tasks to team leads.
Adhere to data privacy and security protocols when handling sensitive information.
Stay updated on changes to the benefits administration platform.
Learn about different types of benefit plans and industry terminology to improve data entry accuracy.
Prioritize tasks based on urgency and importance.
Manage time effectively to meet deadlines for both onboarding and amendment processes.
Assist in generating basic reports on data entry activities when requested.