[Remote] Data Entry (Financial Background) – USA Remote Jobs

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

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

Detail oriented, time management, fast paced, organized

Work within internal and external systems

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