Office Clerk (Part-time) at Kemper in Ontario, CA

Location(s)

Ontario, California

Details

Kemper is one of the nation’s leading specialized insurers. Our success is a direct reflection of the talented and diverse people who make a positive difference in the lives of our customers every day. We believe a high-performing culture, valuable opportunities for personal development and professional challenge, and a healthy work-life balance can be highly motivating and productive. Kemper’s products and services are making a real difference to our customers, who have unique and evolving needs. By joining our team, you are helping to provide an experience to our stakeholders that delivers on our promises.

Position Summary:

We are seeking a Part-time Office Clerk to support the District Manager, district staff, agents, and policyholders in our Ontario, CA office. This role is central to the daily operations of the district office and is responsible for managing administrative processes, financial transactions, customer inquiries, and office organization. The District Administrator ensures compliance with company policies, supports sales and service staff, and helps create a positive and professional office environment.

Key Responsibilities:

Customer Service & Communication:

• Answer incoming calls, assist customers, and ensure messages are relayed promptly to agents and sales managers.

• Return phone calls and follow up on inquiries as needed.

• Support agents with licensing, underwriting notifications, policyholder information, and Salesforce processes.

• Communicate with Home Office regarding policy status, claims, and underwriting.

Payment Processing & Balancing:

• Process payments received by mail, drop box, walk-in, or phone.

• Collect and reconcile client payments daily through Salesforce “My Transactions Today” report.

• Maintain petty cash, balance daily transactions, and report out-of-balance amounts.

• Purchase and deposit money orders for cash collections.

• Monitor and clear the Administrator Deficiency Account within 24 hours.

• Complete weekly deposit sign-off report and submit to District Manager.

• Conduct monthly review of money order and check transactions for accuracy.

• Review agent deficiency reports and provide updates to the District Manager on unresolved balances.

Data Entry & Document Management

• Enter paper applications into FDE

• Batch, scan, and index documents (claims, underwriting, policy administration, policy delivery receipts) into the imaging system.

• Review Imaging Control Reports and ensure compliance with retention policies.

• Manage incoming email and mail: distribute, print, file, and process according to procedures.

• Prepare and ship outgoing mail for customers, agents, and Home Office.

• Follow company document retention policies, including shredding, storage, and imaging timelines.

District & Agent Support

• Maintain secure and organized district office and supply room.

• Order and manage office supplies, company forms, and postage.

• Manage Premium Receipt Books: request, print, and mail to customers or agents as needed.

• Provide general support to District Manager and staff.

• Assist with additional tasks or initiatives as assigned to support the business needs.

Equipment & Facilities

• Submit and track service requests for office equipment.

• Ensure adequate supply levels are maintained through centralized ordering systems.

Qualifications

• Education: High school diploma or equivalent required.

• Experience: Minimum of 1+ years of administrative, office, or customer service experience required; prior insurance or financial services experience preferred.

• Skills:

  • Strong organizational, time management, and multitasking skills.

  • Excellent verbal and written communication skills.

  • Ability to manage financial transactions with accuracy and accountability.

  • Proficient in MS Outlook, Excel, Word, and Salesforce (preferred).

  • Strong customer service mindset with the ability and strong willingness to assist both clients and internal staff.

The range for this position is $16.50 to $20.34. When determining candidate offers, we consider experience, skills, education, certifications, and geographic location among other factors.

Kemper is proud to be an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, disability status or any other status protected by the laws or regulations in the locations where we operate. We are committed to supporting diversity and equality across our organization and we work diligently to maintain a workplace free from discrimination. 

 

Kemper will never request personal information, such as your social security number or banking information, via text or email.  Additionally, Kemper does not use external messaging applications like WireApp or Skype to communicate with candidates.  If you receive such a message, delete it. 

 

Kemper does not accept unsolicited resumes through or from search firms or staffing agencies. All unsolicited resumes will be considered the property of Kemper and Kemper will not be obligated to pay a placement fee.