Branch Secretary
Job Description
Job Description
Benefits:
- Flexible schedule
Schedule: MonThu, 9:00 AM3:00 PM (1520 hours/week ) What youll do Youll keep the branch running day-to-day: answer calls, route requests, process paperwork, and keep records accurate for policyholders, candidates, and the office team. Responsibilities
- Open, sort, and distribute mail ; prepare outgoing Home Office mail
- Answer phones , take clear messages, and handle basic questions (policyholders + candidates)
- Send and track emails so requests dont get lost
- Enter and verify data in branch systems; keep files updated and accurate
- Log insurance applications and flag missing info before submission
- Complete verification sheets for required company documents
- Support agents/managers with printing, scanning, filing, and supply inventory
- Comfortable with Word, Excel, email, and calendar scheduling
- Accurate typing/data entry (you catch errors before they become problems)
- Clear communication on phone + email , with a steady front-desk presence
- Can juggle priorities without constant supervision
- On-time attendance (this role supports the whole office)
- Comfortable handling confidential information
- Consistent schedule: MonThu, 93 ( no weekends )
- Youll be the person who keeps the office organized and moving mail, calls, paperwork, and follow-up
- Clear responsibilities and a steady pace (not a different job every day situation)
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