Insurance Agent - CSR

A Back-Office Agent provides administrative and operational support to ensure smooth business processes. The role involves handling data processing, documentation, account updates, and internal support tasks without direct interaction with customers.

Key Responsibilities

Process and review customer data, documents, and transactions accurately.

Update and maintain records in company databases and internal systems.

Perform data entry, verification, and quality checks to ensure accuracy.

Assist internal teams with administrative and operational tasks.

Review and resolve account discrepancies or system errors.

Prepare and organize reports, files, and documentation.

Follow company procedures, compliance requirements, and data security policies.

Meet productivity and accuracy targets set by the organization.

Required Skills & Qualifications

High school diploma or equivalent (college level preferred)

Strong attention to detail and accuracy

Good computer and data entry skills.

Basic knowledge of Microsoft Office or similar tools.

Ability to manage tasks efficiently and meet deadlines.

Good organizational and time management skills.