Data Entry

Bridge Specialty Group•Orange, CA

1d•Onsite

About The Position

Provide data entry and clerical support for CalSurance. This role is built on meritocracy, where the company culture rewards self-starters and those committed to doing what is best for customers.

Requirements

Planning/organizing—prioritize, plan work, and use time efficiently.
Interpersonal skills—maintain confidentiality, remain open to others' ideas, and exhibit willingness to try new things.
Oral communication—speak clearly and persuasively in positive or negative situations.
Written communication—edit work for spelling and grammar, present numerical data effectively, and be able to read and interpret written information.
Problem solving—identify and resolve problems in a timely manner, gather and analyze information skillfully, and maintain confidentiality.
Quality control—demonstrate accuracy and thoroughness to ensure quality of own work.
Adaptability—adapt to changes in the work environment, manage competing demands, and deal with frequent change, delays, or unexpected events.
Safety and security—observe safety and security procedures.

Responsibilities

Perform 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.
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.
File and/or update all documents in Image Right for AML certifications.