Insurance Office Coordinator

Kemper; Nacogdoches (TX); On-site; USD 30,000 - 42,000; Full time

Job summary

Kemper is seeking a full-time Office Clerk in Nacogdoches, TX to support the District Manager, staff, agents, and policyholders. The role handles administrative processes, financial transactions, customer inquiries, and office organization to ensure a positive, professional district environment.

You will assist with licensing, policy information, and Salesforce workflows, while maintaining accuracy in payments and document management.

Qualifications

• High school diploma or equivalent required.
• 1+ years of administrative, office, or customer service experience preferred; insurance/financial services experience a plus.
• Strong organizational, time management, and multitasking skills.
• Excellent verbal and written communication skills.
• Ability to manage financial transactions with accuracy and accountability.
• Proficient in MS Outlook, Excel, Word, and Salesforce (preferred).

Responsibilities

• Answer incoming calls, assist customers, and relay messages promptly to agents and sales managers.
• Return phone calls and follow up on inquiries as needed.
• Support agents with licensing, underwriting notifications, policyholder information, and Salesforce processes.
• Communicate with Home Office regarding policy status, claims, and underwriting.
• Process payments received by mail, drop box, walk-in, or phone.
• Collect and reconcile client payments daily through Salesforce “My Transactions Today” report.
• Maintain petty cash, balance daily transactions, and report out-of-balance amounts.
• Purchase and deposit money orders for cash collections.
• Monitor and clear the Administrator Deficiency Account within 24 hours.
• Complete weekly deposit sign-off report and submit to District Manager.
• Conduct monthly review of money order and check transactions for accuracy.
• Review agent deficiency reports and provide updates to the District Manager on unresolved balances.

Skills

Organizational skills

Time management

Multitasking

Verbal communication

Written communication

MS Outlook

Excel

Word

Salesforce

Customer service mindset

Education

High school diploma

Tools

Salesforce

Job description

Kemper is seeking a full-time Office Clerk in Nacogdoches, TX to support the District Manager, staff, agents, and policyholders. The role handles administrative processes, financial transactions, customer inquiries, and office organization to ensure a positive, professional district environment.

You will assist with licensing, policy information, and Salesforce workflows, while maintaining accuracy in payments and document management.