Insurance Clerk

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Position Summary

We are seeking a highly organized and detail-oriented Insurance Clerk to provide administrative and clerical support for our insurance operations. This position is heavily focused on data entry, document management, recordkeeping, correspondence, scheduling, filing, and general office administration , with insurance-related responsibilities as part of the role.

The ideal candidate is dependable, professional, organized, and comfortable handling confidential information while managing multiple administrative tasks and deadlines.

Key Responsibilities

• Perform daily administrative and clerical duties to support the insurance department
• Enter, update, and maintain accurate information in company databases and insurance systems
• Prepare, organize, scan, copy, and file insurance documents, forms, records, and correspondence
• Maintain organized electronic and physical filing systems
• Review documents for completeness, accuracy, and missing information
• Process insurance-related paperwork and documentation in a timely manner
• Track policy information, certificates, claims documentation, renewals, and other records
• Communicate with insurance companies, customers, vendors, and internal departments by phone and email
• Respond to routine inquiries and direct questions to the appropriate person when additional assistance is needed
• Prepare reports, spreadsheets, correspondence, and other administrative documents
• Schedule appointments, meetings, inspections, and other activities as needed
• Monitor deadlines and follow up on outstanding documentation or requests
• Assist with data collection, reporting, and maintaining department records
• Process incoming and outgoing mail, emails, and other correspondence
• Maintain confidentiality of customer, employee, and company information
• Assist with general office duties and administrative projects as assigned
• Provide backup support to other administrative staff when needed

Qualifications

• Previous clerical, administrative, office, or insurance experience preferred
• Strong computer skills and experience with Microsoft Office, including Word and Excel
• Accurate and efficient data entry skills
• Strong organizational and time-management abilities
• Excellent written and verbal communication skills
• Ability to maintain accurate records and handle detailed paperwork
• Strong attention to detail and ability to identify errors or missing information
• Ability to prioritize multiple tasks and meet deadlines
• Professional phone and email communication skills
• Ability to work independently and as part of a team
• Ability to handle confidential information professionally
• Insurance or claims experience is a plus but not required

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