Insurance Operations & Servicing Associate II

Job Title: Insurance Operations & Servicing Associate II Job Description
The Insurance Operations & Servicing Associate II processes insurance policy and loan servicing tasks by following defined procedures and compliance controls. This role focuses on accurate data entry, verification of policy and loan information, and timely updates to systems of record. The associate supports core operational workflows, ensures documentation accuracy, and routes complex or non-standard items to the appropriate teams to maintain high service levels.
Responsibilities
- Process insurance policy and loan servicing tasks in accordance with standard operating procedures and compliance controls.
- Verify and enter policy and loan data accurately into the system of record and internal trackers.
- Review incoming documents and captured data to validate accuracy and completeness before entry.
- Communicate status updates on straightforward inquiries using approved communication templates and refer complex or non-standard requests to the appropriate team.
- Perform database searches to match loans and policies and escalate mismatches or missing information to designated teams.
- Maintain task logs and files to ensure accurate tracking of work 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 to ensure accurate financial tracking.
- Perform mailing and shipping duties related to policy and loan servicing documentation.
- Participate in cross-training across core workflows to build foundational operations knowledge and provide coverage across tasks as needed.
Essential Skills
- Proficiency in data entry with a strong focus on accuracy and attention to detail.
- Experience using the Microsoft Office Suite, including applications such as Word, Excel, and Outlook.
- Ability to follow standard operating procedures and compliance controls consistently.
- Capability to perform database searches and reconcile information between multiple systems.
- Strong organizational skills to maintain task logs, files, and work queues.
- Effective written communication skills to use approved templates and document updates clearly.
- Ability to manage time effectively and meet service-level expectations in a queue-based environment.
Additional Skills & Qualifications
- 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 experience in data entry and Microsoft Office.
- Ability to handle basic financial reconciliation tasks, such as balancing check logs.
- Strong problem-solving mindset to identify mismatches or missing information and escalate appropriately.
Work Environment
This is a full-time role with a schedule of Monday through Friday, 7:00 a.m. to 3:30 p.m. The position operates in an office-based, operations-focused environment that relies heavily on computer-based work, including data entry, document review, and use of Microsoft Office applications. Work is primarily performed using systems of record, internal trackers, and databases to manage insurance policy and loan servicing tasks. The role involves handling physical documents for mailing and shipping duties, as well as maintaining organized logs and files. The environment emphasizes adherence to standard operating procedures, compliance controls, and service-level commitments while supporting collaboration and cross-training across operational workflows.
Job Type & Location
This is a Contract position based out of Scottsdale, AZ.
Pay and Benefits
The pay range for this position is $21.00 - $25.00/hr. Individual compensation offered for this position within this range will depend on many factors, including qualifications, skills, relevant experience, job knowledge, geographic location, internal equity, and other pertinent job-related factors. Eligibility requirements apply to some benefits and may depend on your job
classification and length of employment. Benefits are subject to change and may be
subject to specific elections, plan, or program terms. If eligible, the benefits
available for this temporary role may include the following:

Medical, dental & vision
Critical Illness, Accident, and Hospital
401(k) Retirement Plan Pre-tax and Roth post-tax contributions available
Life Insurance (Voluntary Life & AD&D for the employee and dependents)
Short and long-term disability
Health Spending Account (HSA)
Transportation benefits
Employee Assistance Program
Time Off/Leave (PTO, Vacation or Sick Leave)
Job Type & Location
This is a Contract position based out of Scottsdale, AZ.
Application Deadline
This position is anticipated to close on Oct 31, 2026.
Workplace Type
This is a fully onsite position in Scottsdale,AZ.

About Aston Carter

Aston Carter provides world-class corporate talent solutions to thousands of clients across the globe. Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain and select administrative professions, we extend the capabilities of industry-leading companies. We draw on our deep recruiting expertise and expansive network to meet the evolving needs of our clients and talent community with agility and excellence. With offices across the U.S., Canada, Asia Pacific and Europe, Aston Carter serves many of the Fortune 500. We are proud to be a ClearlyRated Best of Staffing® Platinum Award winner for both client and talent service.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please email [email protected] for other accommodation options.

San Francisco Fair Chance Ordinance: Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.

Massachusetts Lie Detector: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Use of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.