Financial Processor Jobs

Are you a self-starter but also great in a team setting with a high attention to detail? In this role you will be responsible for processing applications, registrations, and contracts while adhering to state and federal regulations.

• Work from home: Considering EST / EDT based applicants for this role
• Pay: $17.50 an hour; paid weekly (pay increase upon permanent hire)
• Start Date/s: 10/16 & 10/30
• Temp to Hire opportunity

Job Summary

Reviews and processes routine applications, registrations, contracts, and/or appointments and maintenance requests consistent with approved standards and practices.

Essential and Responsibilities

• Interface with producers, brokers and state insurance departments regarding licensing issues
• Conduct due diligence on producers and firms seeking to become appointed producers
• Update firm and individual records to ensure company and state compliance
• Process producer appointments and appointment renewals in all states
• Prepare and executed selling agreements with producers,firms and broker-dealers

Qualifications:

• Oral and written communication skills for contact with agents, brokers, and regulatory agencies
• Ability to effectively operate a personal computer with related business and licensing software

Education:

• Associates or Bachelors degree in Finance, Economics, Business Administration, Communications, or a similar discipline preferred

Experience:

• 2 years customer service or office administrative work