POSTED March 26

Data Entry Associate at Corporate Brokers

  • Data Entry
  • Fulltime
  • Anywhere (100% Remote) Only
Job Description

Data Entry Associate




Employment Type:Contract

Job ID:16357

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.


  • 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).


  • 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.

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Corporate Brokers

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