Master Data Entry / Clerk I

Type: Contract to HireJob Description:

• Responsible for evaluating and loading new accounts into the company’s computer system.
• Responsible for accurately entering customer data into the centralized maintenance system.
• Maintains customer information changes.
• Updates CRM system with new and existing account information.
• Updates licensing for all accounts.
• Scans and categorizes documentation into a scanning system.
• Releases orders from license hold.
• Performs related duties as assigned.
• Familiarity with Windows-based word processing and spreadsheet software (Microsoft Office)
• Ability to accurately interpret contract data
• Ability to communicate effectively both orally and in writing Strong interpersonal skills Strong organizational skills; attention to detail
• Ability to implement processes resulting in satisfactory audit practice.

Responsibilities:

• Setting up new accounts/new items
• Reviewing paperwork for completeness
• Checking for existing accounts and sharing with sister companies, as necessary
• Attaching Price Books; setting up contract pricing or discount pricing groups
• Create, update, expire price books for New and/or Existing customers
• Updating account maintenance manual for all price book/pricing changes
• Adding features to new & existing accounts
• Saving documents into the DMS system
• Reviewing data for errors before migration into the system
• Updating Expired Licenses
• Providing customer audit information
• Performs related duties as assigned.

Top 5 Qualifications

• Must have the ability to type fast and enter data accurately.
• Must have a keen eye for audits and attention to detail. THIS IS A MUST!!!!!!
• Must be able to be trained to use a ASW & BAAN (Ming.Le) systems. Ming.Le experience is highly encouraged. Any ERP experience is also Preferred.
• Insurance background experience is a good fit for this role, involving deadlines, documents, and following strict procedures.
• Must have a good understanding of how to use a computer.

Experience and Educational Requirements:

A general educational knowledge normally acquired through a high school diploma or a General Equivalency Diploma (GED). Normally requires two (2) to three (3) years data maintenance experience or experience in a related field.

Minimum skills , Knowledge and Ability Requirements:

• Requires the ability to communicate with internal and/or external customers in order to obtain and/or provide basic types of factual information.
• Requires proficiency of Microsoft Office products (Excel, Word, and Outlook) in order to create standardized spreadsheets, reports or graphics.
• Requires strong attention to detail and accuracy in data entry.
• Must be able to perform independently and meet expected production needs.

All your information will be kept confidential according to EEO guidelines.