Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.
Provide data entry and clerical support for CalSurance.
ESSENTIAL DUTIES & FUNCTIONS: include the following. Other duties may be assigned.
- 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.
QUALIFICATIONS:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
Required
- Good typing ability
- Must be able to multitask successfully.
- Must have Microsoft Outlook and Excel experience
- Must be able to work quickly and efficiently
- High School diploma/GED
Physical Requirements Necessary on a Regular Basis:
1. Manual dexterity, arm and upper body range of motion sufficient for use of a keyboard and mouse 6-8 hours per day.
2. Speech and hearing sufficient for in-person and telephone communication 6-8 hours per day.
3. Vision sufficient for use of a computer monitor.
4. Ability to sit at a desk 6-8 hours per day.
Pay Range
19.00 - 19.00 Hourly
The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for the role.
Teammate Benefits & Total Well-Being
We go beyond standard benefits, focusing on the total well-being of our teammates, including:
- 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.
Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.
The Power To Be Yourself
As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.