Data Management Specialist

Alfa Insurance•Montgomery, AL

About The Position

The Data Management Specialist manages client and policy data within Alfa Agency’s Agency Management System, currently AMS360. Because client and policy data must be manually recorded, the role requires strong familiarity with the system and comfort navigating carrier websites. Alfa Agency works with more than 65 carriers, so a broad understanding of carriers and lines of business is important. The role also assists or provides backup to the Agency Distribution Clerk.

Requirements

High school diploma required.
General office skills and ability to multitask.
Excellent written and verbal communication skills.
Proficiency in Microsoft Office applications.
Strong familiarity with the Agency Management System and comfort navigating carrier websites.

Nice To Haves

College degree preferred.
Broad understanding of insurance carriers and lines of business.

Responsibilities

Retrieve policy transaction downloads through AMS360 and Team-up.
Match clients, policies, and agents, and assign records in AMS360.
Retrieve, store, and electronically assign carrier or agent quote requests and inquiries.
Retrieve, store, and electronically assign carrier underwriting and policy alerts.
Look up policies on carrier websites.
Assist or provide backup to the Agency Distribution Clerk.

Benefits

Opportunity for an annual performance bonus.
Discounts on auto insurance, subject to underwriting approval.
Health, dental, supplemental cancer, and vision insurance.
401(k) plan.
Paid Time Off Bank, including three days of PTO available to new hires after their first 80 hours worked.
Short-term and long-term disability.
Flexible healthcare and childcare spending accounts for tax savings.
Opportunities for advancement.
Continuous training and career support.
College tuition discounts at various colleges in Alabama.