Office Clerk (Full-time)
Core
Full-time Office Clerk supporting district operations, financial transactions, customer inquiries, and administrative processes for an insurance district office.
Role type
Administrative Office Clerk
Builds
Daily office operations, payment processing, and customer service support
Domain
Insurance / Financial Services
Required skills
Payment processing, data entry, document management, customer service, MS Office (Outlook, Excel, Word), Salesforce
Preferred skills
Insurance or financial services experience, Salesforce proficiency
Responsibilities
Answer incoming calls and assist customers, process and reconcile client payments, enter paper applications into FDE, batch and scan documents into imaging system, manage office supplies and equipment requests, maintain petty cash and deficiency accounts
Seniority
Entry-level to Junior