[Remote] Data Entry (Financial Background)

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.

Skills

• 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

Company Overview

Company H1B Sponsorship