Office Clerk (Part-time)
Core
Part-time administrative support for a district office, managing financial transactions, customer inquiries, and document processing for insurance agents and policyholders.
Role type
Part-time Office Clerk
Builds
Daily operational support for district staff, agents, and policyholders
Domain
Insurance / Financial Services
Deliverable
Dashboards & analysis (transaction reports) | client delivery (customer support) | infrastructure (office organization)
Required skills
Payment processing, data entry, document management, customer service, MS Office proficiency, Salesforce familiarity
Preferred skills
Insurance or financial services experience, advanced Salesforce skills
Technologies
Salesforce, MS Outlook, MS Excel, MS Word, FDE, imaging systems
Responsibilities
Answering customer calls and relaying messages, processing and reconciling payments, entering applications and scanning documents, managing office supplies and mail, maintaining petty cash and deficiency accounts
Seniority
Entry-level, part-time support
