Insurance Data Entry & Records Specialist

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

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.