Customer Data Specialist

Schaumburg, IL - USA

Monthly Salary: Not Disclosed

Posted on: 6 hours ago

Vacancies: 1 Vacancy

Job Summary

Job Description:

We are looking for a detail-oriented Customer Data Specialist to join our team at Ascendant Insurance Solutions. The ideal candidate will play a key role in ensuring the accuracy security and integrity of customer and policy data while supporting our operations team and contributing to customer satisfaction.

Key Responsibilities:

Accurately input update and manage customer information and policy data in the companys CRM and internal databases.
Regularly audit data for completeness and accuracy resolving any discrepancies promptly.
Generate reports on customer behaviors policy trends claims activity and sales performance to inform business strategies.
Assist internal teams by providing accurate customer data for policy updates billing inquiries and claims processing.
Ensure compliance with data protection regulations and company policies to maintain customer confidentiality.
Collaborate with cross-functional teams to improve operational efficiency and service delivery.
Support the marketing team in identifying customer segments to target relevant marketing campaigns effectively.
Identify and recommend improvements to data management processes for continuous enhancement.

Qualifications:

Education: High school diploma required.
1 years of experience in data management customer service or an administrative role ideally in the insurance industry.
Familiarity with insurance products and terminology is a plus.
Experience with CRM and database management software (e.g. Salesforce Microsoft Dynamics).
Advanced proficiency with Microsoft Excel data analysis tools and knowledge of data privacy regulations.
Excellent attention to detail organizational skills communication skills problem-solving mindset and ability to work collaboratively.

Job Description: We are looking for a detail-oriented Customer Data Specialist to join our team at Ascendant Insurance Solutions. The ideal candidate will play a key role in ensuring the accuracy security and integrity of customer and policy data while supporting our operations team and contributin...