Office Clerk (Full-time)
Core
Full-time Office Clerk supporting district operations, managing administrative processes, financial transactions, and customer inquiries for an insurance district office.
Role type
Administrative Office Clerk
Builds
Daily office operations, payment processing, document management, and agent support
Domain
Insurance / Financial Services
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Administrative support, payment processing, data entry, document management, customer service, financial transaction handling, office organization
Preferred skills
Insurance or financial services experience, Salesforce proficiency
Technologies
Salesforce, MS Outlook, Excel, Word, FDE, imaging systems
Responsibilities
Answer incoming calls and relay messages to agents; process and reconcile client payments; enter paper applications into FDE; batch, scan, and index documents into imaging systems; manage petty cash and daily transactions; order office supplies and manage Premium Receipt Books; maintain secure and organized office environment
Seniority
Entry-level to Junior, hands-on IC
