Data Entry / Records Clerk

** IMPORTANT: TO APPLY **

You will be evaluated and vetted based on your ability to follow instructions.

Do NOT apply through the quick apply on the website.

To Apply: You must call 866-513-5152 for step-by-step instructions. Failure to do so will result in us ignoring your application.

Key Responsibilities Include:

  • Scan and load client documents, authorizations, and other correspondence.
  • Separate and load physical mail received, send out client mailings, and more!
  • Monitor incoming inboxes, faxes, etc. for documents to be loaded into our CRM.
  • Maintain files, signed client documents, etc.
  • Help with data clean up and organization of our CRM – have an idea for a way to make something better? We want to hear it!

Our requirements are pretty straightforward. To qualify you must:

  • Be detail oriented and organized.
  • Be proficient in Microsoft Word, Excel, Adobe PDF, Outlook, and strong basic computer skills.
  • Handle technology with grace.
  • Take a team-centric approach (we’re better together).
  • Be humble and consistent.
  • Be coach-able, Flexible, Accountable (Team members at Chaffin Luhana trust and depend on their colleagues—we need to know you’re here to play ball and all-in).

Past Experience Desired (but not required):

  • Basic data entry and filing.

Perks – A few benefits you’re sure to enjoy:

  • Salary based on prior experience and incentive bonus based on KPIs.
  • 401(k) with very attractive firm matching.
  • Health and dental insurance—we cover most (if not all) of the premiums (for typical team member) and we kick in up to $750 in an HRA.
  • Flexible Spending Account—transit and healthcare.
  • Paid Time Off (PTO) for pure fun and recharging, 9 yearly holidays paid so you can enjoy your friends and family and separate sick/bereavement days for those unfortunate times you need it.
  • We strive to close the entire firm between Christmas & New Year’s every year so the entire team can recharge their batteries with family and start the year fresh!
  • Bonusly awards—peer-to-peer recognition app—think Facebook for the team with cool .gifs (and rewards funded by the firm)!
  • Free annual dollars for continuing education and twice monthly Coaching Wednesdays with Senior Management!
  • A strong company culture with cool rewards, annual firm retreat and a spectacular holiday dinner!
  • Philanthropy— our motto is Doing Good by Doing Right in our practice and in our communities – you’ll be working for meaningful causes inside and outside of the firm!
  • Team members nominate their own charities for the CL Foundation to support during the holidays—putting their own mark on our Doing Good by Doing Right motto!