Note: The job is a remote job and is open to candidates in USA. Open Systems Technologies is seeking a Data Entry professional with a financial background. The role involves maintaining insurance agent licenses, managing agent appointments, and inputting data for annuity paperwork while ensuring compliance with regulations.
Responsibilities
Maintain insurance agent licenses in internal systems
Terminating insurance agents who have not complied with client requirements
Manage agent appointments
Maintain appointment processes
Send out letters via email and using MS Word
Input data for new variable and fixed annuity paperwork by entering data into administrative systems
Carries out duties in compliance with all state and federal regulations and guidelines
Complies with all company and site policies and procedures
Makes a positive contribution as demonstrated by; making suggestions for improvement and learning new skills, procedures and processes
Performs other duties as required
Carries out duties in compliance with all state and federal regulations and guidelines.
Qualification
Required
2+ years experience
Maintain insurance agent licenses in internal systems
Terminating insurance agents who have not complied with client requirements
Manage agent appointments
Maintain appointment processes
May receive 18000-30000 items to work through in 1 month
Send out letters via email and using MS Word
Repetitive work
High volume
Detail oriented, time management, fast paced, organized
Work within internal and external systems
4-6 years experience
Input data for new variable and fixed annuity paperwork by entering data into administrative systems
Carries out duties in compliance with all state and federal regulations and guidelines
Complies with all company and site policies and procedures
Makes a positive contribution as demonstrated by; making suggestions for improvement and learning new skills, procedures and processes
Performs other duties as required
Carries out duties in compliance with all state and federal regulations and guidelines
Non-exempt position eligible for overtime if required
