Remote Operations Clerk

We're an insurance agency that provides comprehensive financial and health planning services to help clients achieve their financial objectives.

We are seeking a detail-oriented and organized Remote Operations Clerk to support our daily administrative and operational functions. The ideal candidate will assist in maintaining accurate records, coordinating communication between departments, and ensuring smooth workflow across business operations—all while working from a remote location.

Key Responsibilities:

Perform data entry and maintain accurate databases and operational records

Communicate with internal teams and clients via email, phone, and chat

Monitor workflow progress and provide updates to supervisors or managers

Help ensure compliance with company policies and industry regulations

Organize digital files and maintain an efficient remote filing system
 

High school diploma or equivalent.

Proven experience in administrative or clerical roles; remote work experience a plus

Proficient in Microsoft Office Suite or Google Workspace.

Strong written and verbal communication skills

Excellent attention to detail and time management

Ability to work independently in a remote environment.
 

All your information will be kept confidential according to EEO guidelines.