Office Clerk (Part-Time)

Key Responsibilities

• Customer Service & Communication
• Answer incoming calls, assist customers, and ensure messages are relayed promptly to agents and sales managers.
• Support agents with licensing, underwriting notifications, policyholder information, and Salesforce processes.
• Communicate with Home Office regarding policy status, claims, and underwriting.
• Payment Processing & Balancing
• Process payments received by mail, drop box, walk-in, or phone.
• Collect and reconcile client payments daily through Salesforce “My Transactions Today” report.
• Maintain petty cash, balance daily transactions, and report out-of-balance amounts.
• Purchase and deposit money orders for cash collections.
• Monitor and clear the Administrator Deficiency Account within 24 hours.
• Complete weekly deposit sign-off report and submit to District Manager.
• Conduct monthly review of money order and check transactions for accuracy.
• Review agent deficiency reports and provide updates to the District Manager on unresolved balances.
• Data Entry & Document Management
• Enter paper applications into FDEBatch, scan, and index documents (claims, underwriting, policy administration, policy delivery receipts) into the imaging system.
• Review Imaging Control Reports and ensure compliance with retention policies.
• Manage incoming email and mail: distribute, print, file, and process according to procedures.
• Prepare and ship outgoing mail for customers, agents, and Home Office.
• Follow company document retention policies, including shredding, storage, and imaging timelines.
• District & Agent Support
• Maintain secure and organized district office and supply room.
• Order and manage office supplies, company forms, and postage.
• Manage Premium Receipt Books: request, print, and mail to customers or agents as needed.
• Provide general support to District Manager and staff.
• Afford additional tasks or initiatives as assigned to support the business needs.
• Equipment & Facilities
• Submit and track service requests for office equipment.
• Ensure adequate supply levels are maintained through centralized ordering systems.

Qualifications

• Education: High school diploma or equivalent required.
• Experience: Minimum of 1+ years of administrative, office, or customer service experience required; prior insurance or financial services experience preferred.
• Skills: Strong organizational, time management, and multitasking skills.
• Excellent verbal and written communication skills.
• Ability to manage financial transactions with accuracy and accountability.
• Proficient in MS Outlook, Excel, Word, and Salesforce (preferred).
• Strong customer service mindset with the ability and strong willingness to assist both clients and internal staff.