Data Entry

Brown & Brown, Inc.; Orange (CA); On-site; USD 22,000 - 31,000; Full time

Benefits offered by this job

Health Benefits

401k

Student Loan Assistance

Tuition Reimbursement

Mental Health & Wellness

Paid Time Off

Job summary

Brown & Brown, Inc. is seeking a detail‑oriented data entry and clerical support professional for CalSurance operations. The role involves updating Ardent files with IDs, tracking coverage details, and ensuring AML certifications are completed and filed accurately.

The candidate will maintain confidentiality and handle sensitive information per compliance standards. The position emphasizes precise documentation, timely updates, and adherence to templates when responses are required.

Qualifications

• Data entry and clerical support for CalSurance.
• Update Ardent files with identifiers and coverage details.
• AML certifications training and filing in Image Right.

Responsibilities

• Perform data entry and clerical tasks for the National Life Group Sponsored Program.
• Update carrier, limits of liability, policy period, and deductible information in files.
• Follow up on pending items using templates and ensure accurate responses.
• File and update documents in Image Right per AML instructions.

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

Other duties may be assigned. 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.

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”. We think of ourselves as a team, so we have teammates - not employees. We strive to attract people who are competitive, driven, and disciplined.

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Founded in 1939 as a small, two-partner firm, Brown & Brown (NYSE: BRO) and our team of companies have grown into one of the world’s largest insurance brokerages while staying true to our foundation of trust, resilience, and delivering results. With a team that is as connected locally as it is globally, our high-performing, highly collaborative team delivers innovative risk and insurance solutions. We look for individuals who embrace our culture, thrive in a collaborative environment, are driven to grow and succeed, and are committed to always doing what is right. With a unique culture built on integrity, superior capabilities and grit, we value teamwork, trust and courage. We think of ourselves as a team, so we have teammates—not employees, and leaders—not managers. Everything we do is about the greater “WE”—never “me.”While diverse in abilities and experience, we are all connected through our core values, a commitment to our local communities and a shared mission—always doing what is best for our customers.