Office Clerk - Raleigh, NC
6 days ago
Job summary
We are seeking a Office Clerk/District Administrator to support the District Manager, district staff, agents and policyholders in our Raleigh NC office This role is central to the daily operations of the district office and is responsible for managing administrative processes financial transactions customer inquiries and office organization The District Administrator ensures compliance with company policies supports sales and service staff and helps create a positive professional office environmentKey Responsibilities Customer Service Communication Answer incoming calls assist customers ensure messages are relayed promptly to agents sales managers Return phone calls follow up on inquiries as needed Support agents with licensing underwriting notifications policyholder information Salesforce processes Communicate with Home Office regarding policy status claims underwriting Payment Processing Balancing Process payments received by mail drop box walk in or phone Collect reconcile client payments daily through Salesforce My Transactions Today report Maintain petty cash balance daily transactions report outofbalance amounts Purchase deposit money orders for cash collections Monitor clear Administrator Deficiency Account within 24 hours Complete weekly deposit signoff report submit to District Manager Conduct monthly review of money order check transactions accuracy Review agent deficiency reports provide updates to the District Manager on unresolved balances Data Entry Document Management Enter paper applications into FDE Batch scan index documents claims underwriting policy administration policy delivery receipts into imaging system Review Imaging Control Reports ensure compliance with retention policies Manage incoming email mail distribute print file process according to procedures Prepare ship outgoing mail for customers agents Home Office Follow company document retention policies shredding storage imaging timelines
Job description
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