Data Entry

Brown & Brown; Orange (CA); On-site; USD 22,000 - 30,000; Full time

Benefits offered by this job

Health Benefits

401k

Student Loan Assistance

Tuition Reimbursement

Mental Health Services

Paid Time Off

Holidays

Partner Discounts

Job summary

Brown & Brown is seeking a data entry and clerical support specialist to assist with CalSurance programs. The role involves meticulous entry of outside coverage data, AML certifications, and updating Ardent files with identifying numbers and policy details.

Ideal candidates will demonstrate strong organizational skills, confidentiality, and proficient written and verbal communication to ensure accurate records and timely updates within our systems.

Qualifications

• Data entry accuracy and attention to detail.
• Ability to manage confidential information and maintain discretion.
• Comfort with filing, documentation, and standard clerical tasks.

Responsibilities

• Enter data for Outside Coverage Tracking and AML certifications for the National Life Group Sponsored Program.
• Update Ardent files using member identification numbers or national producer numbers, including carrier, limits, policy period, certificates, and retention/deductible info.
• Send emails using a 10-day pending template when information is missing or incorrect, then update records accordingly.
• Follow training instructions for AML certifications; file or update documents in ImageRight.

Skills

Planning/organizing

Interpersonal skills

Oral communication

Written communication

Problem solving

Quality control

Adaptability

Safety and security

Job description

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

SUMMARY

Provide data entry and clerical support for CalSurance.

ESSENTIAL DUTIES & FUNCTIONS

• 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. Each Ardent file for NLG, enter carrier, limits of liability, policy period, certificate received, and retention/deductible information updated.
• 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 as previously mentioned.
• Further training instructions are given for AML certifications, all documents are to be filed and or updated in Image Right.

COMPETENCIES

• 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.

Pay Range

$19.00 - $19.00 Hourly

The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for the role.

Teammate Benefits & Total Well-Being

• Health Benefits : Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
• Financial Benefits : ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
• Mental Health & Wellness : Free Mental Health & Enhanced Advocacy Services
• Beyond Benefits : Paid Time Off, Holidays, Preferred Partner Discounts and more.

Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits.

Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.

As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, "The Power to Be Yourself".