Company Overview: Our client is a Fortune 500 Financial Services Company renowned for its excellence and innovation in the industry. We are currently seeking individuals eager to embark on a professional journey within a corporate environment. This is a remarkable opportunity to immerse yourself in the corporate culture and service lines of a leading organization through an extensive paid training program.
Position: Data Entry Associate
Job Description: As a member of our Process Management team within the group insurance sector, you will be integral to our operations. Daily tasks encompass a wide range of transaction types, involving meticulous attention to detail and adherence to established processes. Below are key responsibilities:
Manage a variety of transaction types (totaling 31) within the Customer Communications Unit Que, Settlement Options Team, Money Out Team, Premium Team, Electronic Funds Transfer (EFTs) Team, and Renewal Statements Team.
Handle tasks such as creating value quotes, processing policy status letters, updating beneficiaries, and managing settlement options.
Review referrals and ensure all data is in good order for processing, occasionally requiring outreach to other departments for escalated cases.
Assist with premium management, including processing changes, suspending premiums, and managing tax withholdings.
Utilize Salesforce for transactions and ensure all work is pulled from the platform.
Requirements:
Professional Demeanor: Demonstrate patience, composure, and a client service attitude.
Problem-Solving and Decision-Making Skills.
Salesforce and life insurance experience are advantageous.
Ability to follow processes and identify areas for improvement.
Initiative: Display a self-starting behavior and willingness to assist others.
Excellent Communication Skills: Communicate effectively both written and verbal, tailoring communications to the audience.
Patience: Navigate a large corporate environment without constant support.
Multi-tasking: Manage multiple responsibilities efficiently.
Ambition to Succeed and Strong People Skills.
Outstanding Customer Service.
Basic computer skills, including Word, Excel, Outlook, Teams, etc.
Basic troubleshooting abilities (e.g., internet connectivity issues).
Benefits:
Competitive compensation package.
Comprehensive benefits package, including health, dental, and vision insurance.
Retirement savings plan with employer matching.
Extensive paid training program to facilitate professional development.
Opportunities for career advancement within a prestigious organization.
If you are driven, detail-oriented, and eager to gain valuable experience in a corporate setting, we invite you to apply for this exciting opportunity. Join us in shaping the future of the financial services industry and making a positive impact within our dynamic team.