Job Duties & Responsibilities
DOCUMENT PROCESSING
- Analyze, and accurately enter auto mortgage, property and casualty GAP, AD&D, Vehicle Warranty, Credit Life, and Credit Life& Disability insurance documents into Allied’s advanced tracking system for financial institution clients. This role requires attention to detail and problem-solving skills to ensure the integrity of information, but it is not a 'heads-down' data entry position, as it involves navigating intricate document structures and making informed decisions. This role includes processing collateral types for commercial properties and equipment.
- Accurately and efficiently working the matching program to apply insurance to a loan record & follow all procedures to ensure accuracy of data being processed according to compliance expectations and laws.
- Accurately and efficiently process a high daily volume of insurance documents and premium invoices inputting all information into Allied’s tracking system according to multiple rules and exceptions with a focus on detail.
- Perform data capture duties accurately and efficiently in various systems such as process in optical character recognition (OCR) validations, OCR review, and/or IDP (Intelligent Document Processing)
- This position requires knowledge of a multitude of processes & procedures to accurately process insurance documents. Utilizing department procedure manuals is a key element to success in this role.
WORKFLOW SUPPORT
- Understand and follow scheduled workflow to meet appropriate department goals for productivity.
- Switch priorities/focus quickly and frequently, prioritizing and handling multiple tasks, working independently in a fast-paced environment with little direct support from supervisor or management team.
- Strong attention to detail and organizational skills.
- Alert leadership team to any abnormalities in queue numbers or documents received
- Other tasks and duties as assigned.
Research & Development
- Gather information to answer questions, exchange related information and advice with co-workers and management.
- Create and deliver training materials to be used for new & existing employees.
- Mentor and train new or existing employees including leading group chats to answer questions and provide support regarding auto, commercial, and mortgage property and casualty insurance and collaterals.
- Perform peer and process audits
- Assist supervisors, operations risk & control with processing and/or research of nuanced and complicated projects for specific lenders, queues, or departments.
- Assist leadership in presentation of new procedures
- Other tasks and duties as assigned.
Qualifications (Education, Experience, Certifications & KSA):
- High school diploma or GED required.
- 1-2 years of work-related experience required
- Prior data entry or insurance experience is required.
- Commercial insurance experience is strongly preferred.
- The bulk of this position is completed electronically via computer programs; being comfortable navigating computer systems & programs is a requirement.
- Demonstrated and established knowledge in collaterals related to Condominiums, Commercial, and Equipment.
- Demonstrated and established proficiency in CFPB and FEMA regulations and insurance coverages related to Hazard, Flood, Wind, Hurricane, General Liability, Workmen’s Comp, Builders Risk, Life, Condominium/Unit Owner and Earthquake.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, skills, efforts or working conditions associated with a job.
We offer our employees a robust compensation package! Our comprehensive benefits include: medical, dental and vision insurance coverage; 100% company-paid life and disability coverage, 401k options with company match, three weeks PTO by the end of the first year and much more. Allied proudly promotes from within as part of a strong commitment to providing career growth opportunities for employees of all levels. Our diverse business portfolio allows employees broad career options with the advantage of staying with the same organization.
All qualified candidates will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law.
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Skills Required
- High school diploma or GED
- 1-2 years of work-related experience
- Prior data entry or insurance experience
- Comfortable navigating computer systems and programs
- Experience with OCR validations, OCR review, or Intelligent Document Processing (IDP)
- Demonstrated knowledge of collaterals related to Condominiums, Commercial, and Equipment
- Proficiency in CFPB and FEMA regulations and insurance coverages (Hazard, Flood, Wind, Hurricane, General Liability, Workers' Comp, Builders Risk, Life, Condominium/Unit Owner, Earthquake)
- Commercial insurance experience
Allied Solutions LLC Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Allied Solutions LLC and has not been reviewed or approved by Allied Solutions LLC.
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Healthcare Strength — Medical, dental, and vision coverage are offered with multiple plan choices (PPO and CDHPs) and company HSA contributions, alongside an EAP and optional critical illness, hospital, and accident coverage. Group life, accidental death and dismemberment, and short- and long-term disability are provided at no cost to employees.
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Retirement Support — Pre-tax and Roth 401(k) programs include a company match and are administered through Securian with investment portfolios and educational tools. These elements reinforce the company’s emphasis on long-term savings and financial security.
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Leave & Time Off Breadth — Generous paid time off, paid holidays, paid family leave, and paid volunteer time are part of the package. These offerings expand time-off options beyond standard vacation allotments.
Allied Solutions LLC Insights
What We Do
Allied Solutions uses technology based products and services to meet the insurance, lending and marketing needs of more than 4,000 financial institutions in North America. Dedicated to helping their clients grow, protect and evolve their business, Allied Solutions maintains several regional offices and service centers around the country and is a subsidiary of Securian Financial Group, Inc. #FinancialServices #EnhanceRevenue #ExpandLending #ManageRisk #ImproveMarketShare #EngageEmployees #AlliedInsights #FindYourPassion #BlueCulture







