Data Entry

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

Benefits offered by this job

Health Benefits

401k

Tuition Reimbursement

Paid Time Off

Job summary

Brown & Brown in Orange, CA is seeking a data entry/clerical support professional to assist CalSurance. You will perform outside coverage tracking and AML certifications, update Ardent files, and ensure accurate documentation of carrier details, policy periods, and retention information.

The role requires meticulous data entry, adherence to confidentiality, and strong organizational skills. Training on AML and Image Right filing will be provided to maintain compliance and data integrity.

Qualifications

• Data entry and confidentiality are required.
• Excellent written and oral communication.
• Strong organizational and time-management skills.

Responsibilities

• Data entry and clerical support for CalSurance.
• Update Ardent files using member ID or national producer number.
• Enter carrier, limits of liability, policy period, certificate, and retention details.
• Follow AML certification processes and file updates in Image Right.
• If data is missing, issue a pending template email and update when info is received.

Job description

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.

Recruiting Vendor Disclosure Statement

Brown & Brown does not accept unsolicited resumes from external recruiters, recruitment vendors or employment agencies ("Recruiting Vendors"). Recruiting Vendors must have a valid written agreement and received prior written authorization from an authorized Brown & Brown representative before submitting candidates for any publicly posted role. Any unsolicited resumes submitted to Brown & Brown or its employees become the property of Brown & Brown, and no fees will be paid for such submissions. Additional information regarding this policy can be found on our careers page.

The Power To Be Yourself

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”.