Property & Casualty Clerk

Job title

Property & Casualty Clerk

Department

Property & Casualty

Reports to

Property & Casualty Insurance Director

Vice President

Business Development

Nature of Work in this Position: The primary responsibility of this position is to provide administrative and clerical services requiring limited knowledge of property & casualty system and procedures. Clerical duties include a combination of answering and directing phone calls, checking and distributing documents and correspondence, typing or word processing, office machine operation and filing.

Illustrative Examples of Work:

• Performs clerical tasks in the processing of Property and Casualty Insurance Policies
• Answers and direct phone calls from members, conducts courtesy calls to the member for renewal
• Assist the Customer Care Representatives with preparation of quotation for New and Renewal Insurance
• Obtain Required Documentations from members and maintain files, personal records of insurance transaction and file folders.
• Receives and distributes messages
• Verifies and distributes documents and correspondence
• Receives, sorts, and distributes incoming mail
• Maintains filing systems – physical filing and system filing using CRM
• Compiles records of office activities
• Photocopies, scans and faxes
• Prepares outgoing mail and transmittals
• Types or word-processes documents
• Data entry
• Performs related duties as required. (Related duties are duties that may not be specifically listed in the class specification or position description, but that are within the general occupational series and responsibility level typically associated with the employee’s class of work.)

Knowledge / Skills / Abilities:

• Significant organizational skills.
• Strong verbal and written communication.
• Attention to detail and quality focused.
• Ability to multi-task and manage time efficiently.
• Ability to meet company attendance and punctuality requirements.

Minimum Experience and Training:

Any combination of education and experience providing the required skill and knowledge for successful performance would be qualifying. Typical qualifications would be equivalent to:

• A high school diploma or equivalent;
• Minimum one (1) year of clerical work experience involving public contact;
• Proficient in the use of Microsoft Office (Excel, Word, PowerPoint, Outlook); and
• Computer literate (Windows).

Note: This job specification should not be construed to imply that these requirements are the exclusive standards of the position. Incumbents will follow any other instructions, and perform any other related duties, as may be required by their supervisor.

This job entails access to PHI / ePHI data. Any personally identifiable health information, including genetic and demographic data, collected from an individual by a covered entity. This includes information related to an individual's past, present, or future physical or mental health, healthcare provision, or payment. PHI includes information like the patient's name or other identifiable data. It excludes information in education records and employment records held by a covered entity. PHI also excludes information related to individuals who have been deceased for more than 50 years. The hired individual is expected to maintain policies and procedures to ensure compliance with HIPPAA regulations in handling PHI/ePHI data

Job Type: Full-time

Pay: $9.25 per hour

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee discount
• Health insurance
• Life insurance
• Paid time off

Education:

• High school or equivalent (Required)

Experience:

• Clerical: 1 year (Preferred)

Work Location: In person