Immediate Needs Clerk
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Job Location:
Santa Ana, CA - USA
Monthly Salary:
Not Disclosed
Posted on:
11 hours ago
Vacancies:
1 Vacancy
Job Summary
Job Description: Immediate Needs Clerk at Del Toro Insurance
The Immediate Needs Clerk plays a critical role in handling time-sensitive requests related to policyholders urgent needs. This position requires strong attention to detail empathy and the ability to work efficiently while following insurance regulations and company procedures.
Key Responsibilities:
- Process immediate and urgent insurance requests in a timely and accurate manner
- Review and verify policy information claims and documentation
- Communicate with policyholders beneficiaries agents and internal departments
- Provide clear explanations of next steps and required documentation
- Enter and update data accurately in insurance systems
- Prioritize workload based on urgency and deadlines
- Ensure compliance with company policies state regulations and confidentiality standards
- Escalate complex or sensitive cases to appropriate teams or supervisors
- Maintain organized records and documentation
Qualifications:
- High school diploma or equivalent
- 1 year of clerical administrative customer service or insurance experience preferred
- Strong data entry and organizational skills
- Excellent written and verbal communication abilities
- Ability to handle sensitive situations with professionalism and empathy
- Attention to detail and ability to meet strict deadlines
- Basic computer proficiency (Microsoft Office data systems email)
Key Skills
- Customer Service
- Communication skills
- Basic Math
- Cashiering
- Computer Skills
- Math
- Retail Sales
- 10 Key Calculator
- Copywriting
- Cash Handling
- Planograms
- Stocking
