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Experienced Data Entry Associate - Remote Opportunity with a Fortune 500 Financial Services Company for Process Management and Customer Communications

Remote, USA Full-time Posted 2025-11-03

Join the Future of Financial Services: Become a Data Entry Associate with a Global Leader

We are excited to announce an exceptional career opportunity for a detail-oriented and ambitious individual to join our team as a Data Entry Associate. Our client, a renowned Fortune 500 Financial Services Company, is seeking a highly motivated and organized professional to work remotely as part of their Process Management team within the group insurance sector. This is a unique chance to embark on a professional journey within a corporate environment, contributing to the company's excellence and innovation in the industry.

About Our Client

Our client is a leading financial services organization, distinguished for its commitment to excellence and innovation. With a strong presence in the industry, they offer a dynamic and supportive work environment that fosters growth, learning, and professional development. By joining our team, you will have the opportunity to immerse yourself in the corporate culture and service lines of a prestigious organization through an extensive paid training program.

Job Summary

As a Data Entry Associate, you will play a vital role in our operations, managing a variety of transaction types and ensuring meticulous attention to detail and adherence to established processes. This is a contract position, offering a competitive compensation package and comprehensive benefits, with the flexibility to work remotely.

Key Responsibilities

  • Transaction Management: 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.
  • Task Handling: Handle tasks such as creating value quotes, processing policy status letters, updating beneficiaries, and managing settlement options.
  • Referral Review: Review referrals and ensure all data is in good order for processing, occasionally requiring outreach to other departments for escalated cases.
  • Premium Management: Assist with premium management, including processing changes, suspending premiums, and managing tax withholdings.
  • Salesforce Utilization: Utilize Salesforce for transactions and ensure all work is pulled from the platform.

Requirements

Essential Qualifications

  • Professional Demeanor: Demonstrate patience, composure, and a client service attitude.
  • Problem-Solving and Decision-Making Skills: Ability to analyze situations and make informed decisions.
  • Basic Computer Skills: Proficiency in Word, Excel, Outlook, Teams, etc.
  • Basic Troubleshooting Abilities: Ability to resolve basic technical issues, such as internet connectivity problems.

Preferred Qualifications

  • Salesforce Experience: Prior experience with Salesforce is advantageous.
  • Life Insurance Experience: Experience in the life insurance industry is beneficial.

Skills and Competencies

  • Initiative: Display self-starting behavior and a willingness to assist others.
  • Excellent Communication Skills: Communicate effectively both in writing and verbally, tailoring communications to the audience.
  • Patience: Navigate a large corporate environment without constant support.
  • Multi-tasking: Manage multiple responsibilities efficiently.
  • Ambition to Succeed: Strong desire to succeed and grow within the organization.
  • Strong People Skills: Ability to work effectively with others.
  • Outstanding Customer Service: Commitment to providing exceptional service.

Career Growth Opportunities and Learning Benefits

Our client offers a comprehensive range of benefits and opportunities for professional growth, including:

  • Extensive Paid Training Program: Facilitate your professional development with our extensive paid training program.
  • Competitive Compensation Package: Enjoy a competitive salary and benefits package.
  • Comprehensive Benefits: Health, dental, and vision insurance, along with a retirement savings plan with employer matching.
  • Opportunities for Career Advancement: Grow within a prestigious organization and advance your career.

Work Environment and Company Culture

Our client fosters a dynamic and supportive work environment that encourages collaboration, innovation, and professional growth. As a remote worker, you will have the flexibility to work from home, with access to comprehensive support and resources.

Compensation, Perks, and Benefits

This is a contract position with a competitive salary of $23 per hour. In addition to the comprehensive benefits package, you will enjoy:

  • Flexible Work Arrangements: Work from home and enjoy a flexible schedule.
  • Professional Development Opportunities: Access to training and development programs.

Conclusion

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 our team in shaping the future of the financial services industry and making a positive impact within our dynamic team.

Apply now and take the first step towards a rewarding career with a Fortune 500 Financial Services Company.

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