Policy Distribution Clerk

Talentoma; New York (NY); Remote; USD 51,000 - 56,000; Full time

Job summary

Talentoma in New York offers a full-time, fully remote role focused on distributing policy packets, declarations, notices, renewals, and coverage materials to agencies, carriers, and policyholders. Receive distribution requests, verify recipient and delivery method; assemble packets; route materials within service timelines; track delivery status and resolve routing issues.

Requirements include a high school diploma, attention to detail, ability to protect confidential information, and

Qualifications

• High school diploma or equivalent.
• Ability to handle policy numbers and dates.
• Follow distribution procedures and protect confidential information.
• Familiarity with PDFs, emails, and online queues.
• Detail-oriented and able to ensure packet completeness

Responsibilities

• Receive distribution requests and verify recipient & method.
• Assemble policy packets and supporting forms.
• Route materials within service timelines.
• Track delivery status in systems and manage mailings.
• Flag issues for resolution with internal teams or agencies

Skills

Administrative experience

Attention to detail

Confidentiality

Remote work

Document routing

Education

High school diploma

Tools

PDF handling

Email attachments

Shared folders

Work queues

Job description

Monthly Pay: $4,600 - $5,000 USD per month

Summary:

A request to send a new policy packet to an agency is handled from receipt through final delivery confirmation. This full-time, fully remote New York role supports accurate distribution of policy documents, declarations, notices, renewals, and coverage materials to agencies, carriers, and policyholders.

Job Responsibilities:

• Receive distribution requests and verify recipient, delivery method, and document version.
• Assemble policy packets, declarations, notices, and supporting forms for electronic or print delivery.
• Route completed materials to agencies, carriers, or policyholders within established service timelines.
• Track sent items, delivery status, returned mail, and reissue requests in assigned systems.
• Flag missing pages, mismatched policy numbers, or unclear routing instructions for resolution.

Qualifications:

• High school diploma or equivalent; administrative, records, or distribution experience is helpful.
• Comfort working with policy numbers, effective dates, document versions, and recipient details.
• Ability to follow distribution procedures and protect confidential customer information.
• Familiarity with PDF files, email attachments, shared folders, and online work queues.
• Careful approach to reviewing packet completeness before release.
• Dependable written follow-through when coordinating corrections with internal teams or agencies.
• Fully remote work arrangement within New York.
• Structured training on document routing and distribution procedures.
• Clear daily priorities and defined service workflows.
• Experience supporting policy operations in a detail-focused team.