Description

You will manage the input of variable and fixed annuity paperwork into administrative systems.

This role is remote.

Responsibilities

• Enter data for new variable and fixed annuity paperwork into administrative systems.
• Execute all duties in compliance with state and federal regulations and guidelines.
• Follow company and site policies and procedures.
• Propose suggestions for process improvements and learn new workflows.

Required Skills

• Proven experience in data entry.
• Experience processing annuity paperwork.
• Knowledge of state and federal regulatory compliance.
• Ability to work within established administrative systems.
• 3+ years of professional experience.

Preferred Skills

• Ability to monitor industry trends to remain current in the profession.

Key Skills

Education

Not specified