Data Entry & AML Records Specialist

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

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.