*Essential Functions*
· Performs semi-monthly address scrubs and confirms completions
· Respond to help requests and provide login assistance to member and policy owners on member portal
· Research and investigate all returned company mail and update member records
· Responsible for monthly exporting of member files to publisher while investigating, reviewing, and updating changes as needed
· Review, balance and print monthly reports including the processing of membership checks
· Validates quarterly information from third-party downloads for death claim initiation
· Serves as shipping administrator and trainer
· Maintain branch demographics and provides secure electronic downloads of membership data to branches
· Provide backup to Receptionist
· Assists Insurance Manager with various project work on an as-needed basis
· Performs all other duties as assigned
*Education & Experience*
· High School diploma or equivalent
· 1-2 years office experience
*Skills & Knowledge*
· Basic knowledge of Microsoft Office Suite
· Intermediate computer proficiency – keyboard, mouse, copy/paste, typing, navigating between windows
· Experience with a fraternal organization model and /or insurance or financial services organization preferred
· Must have the ability to maintain privacy due to dealing with large volumes of PII (Personal Indentifiable Information)
*Work Environment*
This job is performed in a professional office environment.
This is a full-time position with business hours Monday through riday.
Hours of work are typically 8:00 a.
m.
to 4:30 p.
m.
Additional hours may be worked as appropriate.
Additional hours may be worked as appropriate.
Work is routinely performed using standard office equipment such as computers, phones, and copiers, in a fast-paced environment.
*Physical Demands*
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
While performing duties of this job, the employee is regularly required to talk, hear, navigate about the office and view materials and equipment needed to perform required tasks.
The position requires the ability to reach into the top filing cabinet drawers and bend or stoop to reach into bottom filing cabinets.
This position requires the ability to occasionally lift office products and supplies, up to 20 pounds.
Job Type: Full-time
Benefits:
* 401(k)
* 401(k) matching
* Dental insurance
* Health insurance
* Paid time off
* Vision insurance
Experience level:
* 1 year
Shift:
* Day shift
Weekly day range:
* Monday to Friday
Work setting:
* In-person
* Office
Work Location: In person
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