Job Details
Salary: $18.50 to $25.00 per hour.
Summary
Provide 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.
- For 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.
Qualifications
- High School diploma/GED.
- Must have Microsoft Outlook and Excel experience.
- Good typing ability.
- Must be able to work quickly and efficiently.
- Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
Physical Requirements
- Manual dexterity, arm and upper body range of motion sufficient for use of a keyboard, mouse and telephone 7‑8 hours per day.
- Speech and hearing sufficient for in‑person and telephone communication 7‑8 hours per day.
- Vision sufficient for use of a computer monitor.
- Ability to sit at a desk 7‑8 hours per day.
We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.
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