General Clerk

iA Financial Group (Industrial Alliance)•Waco, TX

3d•Hybrid

About The Position

General Clerk Build the future with us Are you driven by delivering exceptional client service and eager to contribute to a company that helps its clients feel confident and secure about their future? As a General Clerk, you will play a key role in supporting our Policy Services team and ensuring the smooth flow of administrative operations that directly impact the client experience. This position is a great opportunity to showcase your organizational strengths and fully realize your potential within a caring and trustworthy company. Here, people and their development are at the heart of our priorities, fostering an environment that encourages collaboration and innovation. What you’ll accomplish with us As a General Clerk, you’ll be at the core of our mission.

Requirements

Is known for strong attention to detail
Stands out for excellent written and verbal communication skills
Demonstrates strong research and problem‑solving abilities
Is recognized for their ability to stay organized and prioritize effectively
Has at least one year of experience in an administrative support role
Shows proficiency with computers and MS Office, and can learn new systems quickly
Adapts well to change and works effectively both independently and as part of a team
Understands company products or can learn them quickly
Beginner, intermediate, or advanced level of English proficiency may be required, as the role involves communicating with internal stakeholders on a regular basis.

Responsibilities

Open and scan all incoming mail into the e‑file system for all companies, using appropriate categories
Receive and distribute incoming faxes for the Policy Services (POS) team
Route mail to the appropriate individuals or departments
Mail POS system‑generated checks and letters
Determine which requests should be forwarded for review by other departments or management
Maintain the file room and assist with filing when the primary staff member is out of the office
Conduct company business in accordance with all applicable laws, regulations, and contractual obligations
Demonstrate ethical behavior, integrity, and adherence to the Compliance Program—compliance is a condition of employment
Perform other duties as assigned