Office Clerk Full-time

Kemper•Beaumont, TX

2d•Onsite

About The Position

Kemper is seeking an Office Clerk/District Administrator to support the District Manager, district staff, agents, and policyholders in their Beaumont, TX office. This role is crucial for the daily operations of the district office, involving administrative processes, financial transactions, customer inquiries, and office organization. The District Administrator will ensure compliance with company policies, support sales and service staff, and contribute to a positive and professional office environment.

Requirements

High school diploma or equivalent required.
Minimum of 1+ years of administrative, office, or customer service experience required.
Strong organizational, time management, and multitasking skills.
Excellent verbal and written communication skills.
Ability to manage financial transactions with accuracy and accountability.
Proficient in MS Outlook, Excel, Word.
Strong customer service mindset with the ability to assist both clients and internal staff.

Nice To Haves

Prior insurance or financial services experience preferred.
Salesforce (preferred).

Responsibilities

Answer incoming calls, assist customers, and ensure messages are relayed promptly to agents and sales managers.
Return phone calls and follow up on inquiries as needed.
Support agents with licensing, underwriting notifications, policyholder information, and Salesforce processes.
Communicate with Home Office regarding policy status, claims, and underwriting.
Process payments received by mail, drop box, walk-in, or phone.
Collect and reconcile client payments daily through Salesforce “My Transactions Today” report.
Maintain petty cash, balance daily transactions, and report out-of-balance amounts.
Purchase and deposit money orders for cash collections.
Monitor and clear the Administrator Deficiency Account within 24 hours.
Complete weekly deposit sign-off report and submit to District Manager.
Conduct monthly review of money order and check transactions for accuracy.
Review agent deficiency reports and provide updates to the District Manager on unresolved balances.
Enter paper applications into FDE Batch, scan, and index documents (claims, underwriting, policy administration, policy delivery receipts) into the imaging system.
Review Imaging Control Reports and ensure compliance with retention policies.
Manage incoming email and mail: distribute, print, file, and process according to procedures.
Prepare and ship outgoing mail for customers, agents, and Home Office.
Follow company document retention policies, including shredding, storage, and imaging timelines.
Maintain secure and organized district office and supply room.
Order and manage office supplies, company forms, and postage.
Manage Premium Receipt Books: request, print, and mail to customers or agents as needed.
Provide general support to District Manager and staff, including handling reports, correspondence, and scheduling tasks as assigned.
Submit and track service requests for office equipment.
Ensure adequate supply levels are maintained through centralized ordering systems.