Data Entry

Brown & Brown Insurance•Orange, CA

2d•Onsite

About The Position

Provide data entry and clerical support for CalSurance. This role involves tracking Outside Coverage and Anti-Money Laundering certifications for the National Life Group Sponsored Program, updating Ardent files with specific policy details, and managing documentation in Image Right. Accuracy and attention to detail are crucial, as is effective communication for pending information.

Requirements

Planning/organizing—the individual prioritizes, and plans work and uses time efficiently.
Interpersonal skills—the individual maintains confidentiality, remains open to others' ideas and exhibits willingness to try new things.
Oral communication—the individual speaks clearly and persuasively in positive or negative situations.
Written communication—the individual edits work for spelling and grammar, presents numerical data effectively and is able to read and interpret written information.
Problem solving—the individual identifies and resolves problems in a timely manner, gathers and analyzes information skillfully and maintains confidentiality.
Quality control—the individual demonstrates accuracy and thoroughness to ensure quality of own work.
Adaptability—the individual adapts to changes in the work environment, manages competing demands and is able to deal with frequent change, delays or unexpected events.
Safety and security—the individual observes safety and security procedures.

Responsibilities

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.