About this role

Provide data entry and clerical support for CalSurance.
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.
Enter carrier, limits of liability, policy period, certificate received, and retention/deductible information updated in each Ardent file for NLG.
Issue an email using a 10-day pending template if information is not provided accurately.
Update the file as previously mentioned when responses are received with correct information.
Further training instructions are given for AML certifications.

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
Necessary Physical Requirements: Manual dexterity, arm and upper body range of motion sufficient for use of a keyboard and mouse 6-8 hours per day; Speech and hearing sufficient for in-person and telephone communication 6-8 hours per day; Vision sufficient for use of a computer monitor; Ability to sit at a desk 6-8 hours per day.

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.

Data Entry Clerk – Part Time

Key skills