Data Entry
Brown & Brown · Orange, CA · 1 wk ago
Administrative$19/hrFull-time
Summary
Provide data entry and clerical support for CalSurance.
Essential Duties & Functions
- Data entry, specifically Outside Coverage Tracking and Anti-Money Laundering certifications for the National Life Group Sponsored Program.
- Update Ardent files using a member identification number and or national producer number.
- Each Ardent file for NLG, enter carrier, limits of liability, policy period, certificate received, and retention/deductible information updated.
- If information is not provided accurately, issue an email using a 10-day pending template. When responses are received with correct information, update the file as previously mentioned.
- Further training instructions are given for AML certifications, all documents are to be filed and or updated in Image Right.
Competencies
- Planning/organizing—the individual prioritizes, and plans work and uses time efficiently.
- Interpersonal skills—the individual maintains confidentiality, remains open to others' ideas and exhibits willingness to try new things.
- Oral communication—the individual speaks clearly and persuasively in positive or negative situations.
- Written communication—the individual edits work for spelling and grammar, presents numerical data effectively and is able to read and interpret written information.
- Problem solving—the individual identifies and resolves problems in a timely manner, gathers and analyzes information skillfully and maintains confidentiality.
- Quality control—the individual demonstrates accuracy and thoroughness to ensure quality of own work.
- Adaptability—the individual adapts to changes in the work environment, manages competing demands and is able to deal with frequent change, delays or unexpected events.
- Safety and security—the individual observes safety and security procedures.
Pay
$19.00 - $19.00 Hourly
Benefits & Total Well-Being
- Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
- Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
- Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
- Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more