Clerical Assistant

Location: Dallas, Texas
Posted On: 5/3/2017
Job Code: 5419_CA
Job Description
The Clerical Support Specialist position is an entry level role which provides direct support to the Underwriters responsible for New Business processing in 5 locations within the United States.

The Clerical Support role is responsible for completing all tasks associated with a life insurance policy, as requested by an Underwriter. In this position, one can expect to work with Underwriters, Term Conversion Analysts, and external vendors as needed., while maintaining an acceptable level of customer service.

The primary source of work delegated to a Clerical Support is disseminated through an integrated work queue. Daily responsibilities include, but not limited to: scanning; drafting correspondence (letters or emails); report generation; and others as deemed appropriate. This role is important to the Underwriting department because this individual contributes by completing tasks that contribute to an Underwriters ability to review and close a case in a timely manner. To be successful in this position, one needs strong written and oral communication skills and attention to detail.
High School/ GED

The Clerical Support Specialist is expected to have basic computer skills where they have a comfort level in navigating the Internet and will be expected to learn to enter data and update information in a proprietary software program

The Clerical Support Specialist is expected to maintain a basic knowledge of all procedures, which will be learned on the job. However, it is imperative to have strong communication skills in order to effectively and efficiently communicate to employees in the New Business department to ensure that all requests and questions are addressed in a timely manner. Because communication with external vendors is required in order to fulfill outstanding requests, it is important that this individual have the ability to follow-up with limited direction, and escalate problems or unresolved matters in a timely manner.
Category:Non-IT  code:new
Job Requirements
Experience with Drafting, Scanning, Filing, Reporting
Working with Underwriters, Vendors etc.

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Contact Details
Jay Pandya
E-mail Address