Data Entry

1. **Experience using AMS360:**
– This indicates that the ideal candidate should be familiar with AMS360, which is an insurance agency management system. It’s used for various tasks related to policy management, customer information, and other insurance-related functions.

2. **Reliable internet connection:**
– A stable internet connection is crucial for uninterrupted work and communication.

3. **Ability to work in a fast-paced environment:**
– This ob involves a dynamic and possibly high-pressure work setting. The ideal candidate should be comfortable and effective in such an environment, where tasks may need to be completed quickly and efficiently.

4. **Specific job responsibilities:**
– **Manage incoming mail:**
– This could involve sorting, prioritizing, and distributing incoming physical or digital mail.
– **Post service requests to Agency Zoom:**
– Agency Zoom is another software tool used in conjunction with AMS360. Posting service requests could involve updating customer information or recording specific service-related activities.
– **Create Memo/Dummy bills in AMS360:**
– Generating memo or dummy bills is part of the billing or accounting process, possibly for internal record-keeping purposes.
– **Create proposals in AMS360:**
– This involves preparing and generating insurance proposals for clients using the AMS360 system.
– **Check incoming payments in AMS360:**
– Verifying that payments have been received and properly recorded in the system to ensure accurate financial records.
– **Handle certificates in AMS360:**
– Managing and processing insurance certificates, which are often required for proof of coverage.
– **Review new binds for errors from checklist:**
– Ensuring that newly bound insurance policies adhere to a checklist, possibly to identify and correct any errors or discrepancies.

In summary, the ideal candidate for this position should be well-versed in using AMS360, have a reliable internet connection, and be capable of handling various tasks in a fast-paced work environment, including those related to mail management, service requests, billing, proposal creation, payment verification, certificate handling, and error-checking for new insurance binds.