Insurance Operations & Servicing Associate II
About The Position
The Insurance Operations & Servicing Associate II processes insurance policy and loan servicing tasks by following defined procedures and compliance controls. The role focuses on accurate data entry, verification of policy and loan information, timely system updates, documentation accuracy, and routing complex or non-standard items to the appropriate teams. This full-time, contract role is based onsite in Scottsdale, Arizona. The schedule is Monday through Friday, 7:00 a.m. to 3:30 p.m. Work is primarily computer-based and includes handling physical documents for mailing and shipping. The position supports core operational workflows and cross-training across tasks. The pay range is $21.00–$25.00 per hour. Eligible benefits for this temporary role may include medical, dental and vision coverage; critical illness, accident and hospital coverage; a 401(k) retirement plan; life insurance; short- and long-term disability; a health spending account; transportation benefits; an employee assistance program; and paid time off or other leave.
Requirements
- Proficiency in data entry, with accuracy and attention to detail.
- Experience using Microsoft Office applications, including Word, Excel, and Outlook.
- Ability to consistently follow standard operating procedures and compliance controls.
- Ability to perform database searches and reconcile information across multiple systems.
- Strong organizational skills for maintaining task logs, files, and work queues.
- Effective written communication skills, including using approved templates and clearly documenting updates.
- Ability to manage time and meet service-level expectations in a queue-based environment.
Nice To Haves
- Experience in a data entry or administrative role is preferred.
- Comfort working with multiple systems of record and internal tracking tools.
- Willingness to participate in cross-training and learn new operational workflows.
- Entry-level graduates are encouraged to apply, particularly those with data entry and Microsoft Office experience.
- Ability to perform basic financial reconciliation tasks, such as balancing check logs.
- A problem-solving mindset to identify mismatches or missing information and escalate appropriately.
Responsibilities
- Process insurance policy and loan servicing tasks according to standard operating procedures and compliance controls.
- Verify and accurately enter policy and loan data into systems of record and internal trackers.
- Review incoming documents and captured data for accuracy and completeness before entry.
- Provide status updates for straightforward inquiries using approved templates, and refer complex or non-standard requests to the appropriate team.
- Search databases to match loans and policies, and escalate mismatches or missing information to designated teams.
- Maintain task logs and files for accurate work tracking and audit readiness.
- Process assigned work queues, including policy updates, document verification, and basic exceptions, within established service-level timelines.
- Update lender and client systems of record with approved changes, notes, and other relevant information.
- Reconcile incoming and outgoing check logs for clients, vendors, and internal stakeholders.
- Perform mailing and shipping duties related to policy and loan servicing documentation.
- Participate in cross-training across core workflows and provide task coverage as needed.
Benefits
- Medical, dental, and vision coverage, if eligible.
- Critical illness, accident, and hospital coverage, if eligible.
- 401(k) retirement plan with pre-tax and Roth post-tax contributions available, if eligible.
- Voluntary life and AD&D insurance for employees and dependents, if eligible.
- Short- and long-term disability coverage, if eligible.
- Health Spending Account (HSA), if eligible.
- Transportation benefits, if eligible.
- Employee Assistance Program, if eligible.
- Time off or leave, including PTO, vacation, or sick leave, if eligible.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
