Clerical Assistant

Clerical Assistant - CD11AN

We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future.

A Centralized Case Opener in the Claims Legal Operations team is responsible for initiating legal matters in the Passport system based on referrals received through the ECOS platform. This role ensures timely and accurate case setup, compliance with documentation standards, and coordination with legal and claims staff. The ideal candidate will enjoy a high-volume, paperless environment that is both dynamic and rewarding.

• Perform daily clerical tasks following documented standard work procedures (e.g., case opening, data entry, document routing).
• Accurately process referrals and requests within defined service-level agreements (e.g., 24-48 hours depending on urgency).
• Maintain and update internal systems with case and workflow data.
• Communicate with internal stakeholders to resolve discrepancies or escalate issues.
• Participate in process confirmations and coaching sessions to ensure adherence to standard work expectations.
• Support continuous improvement by identifying inefficiencies or gaps in the process.

• High school diploma or equivalent; associate degree preferred.
• 1-2 years of clerical or administrative experience in a structured environment.
• Strong attention to detail and organizational skills.
• Proficiency with Microsoft Office Suite and internal workflow systems.
• Ability to follow detailed instructions and standard operating procedures.
• Effective written and verbal communication skills.
• Experience working in a compliance-driven or regulated environment.
• Prefer familiarity with claims processing or legal case workflows