Processing Clerk
Amarillo, TX
$17.50/hr. W2
8 month minimum contract
Your future team:
*** Financial, one of the leading insurance organizations, has career opportunities in the Life & Retirement Business. If you are looking for a career opportunity where you can learn a business that helps customers secure their financial future; then, we look forward to hearing from you!
As a member of *** Financial Benefits team, you will be helping clients with various financial services that impact their accounts. You will review incoming paperwork or distribution transactions on accounts to evaluate, verify and process for *** Financial. You will communicate with internal/external clients to collect information to expedite processing. You will work in a variety of processing queues in order to complete a case. You will perform other duties as assigned.
Career Path:
This is an opportunity to start and grow your career and make an immediate impact in a financial industry that provides its customers with financial security! Get your foot in the door within a growing division at *** Financial where the right candidates can accelerate and continue to grow.
Your contribution at *** Financial:
As a contributor at *** Financial you are the one the clients turn to for retirement needs. You act with speed, composure and compassion to support our clients. The work you do every day is the heart of *** Financial's business. In this role you will have the opportunity to:
• Use positive oral and written communication skills to communicate accurately, clearly detailed and professionally with internal and external customers.
• Maintain high work standards reviewing and processing financial and legal documents.
• Use strong analytical skills to identify and research appropriate sources of information to effectively process requests.
• Learn, understand and interpret services offered in order to ensure compliance with products and services sold.
• Work in a team environment, develop working relationships inside and outside the organization, share information and ideas with team members/management, and strive to achieve continuous improvement and increase efficiency.
What we are looking for:
• One year of experience creating and/or working with Microsoft Excel.
• High school diploma and one year of business experience.
• One year of Retirement Services experience is preferred.
• A flexible schedule that allows for overtime.
• Excellent written customer service skills.
• Excellent problem-solving skills and the ability to meet deadlines.
• Excellent prioritization skills to manage caseload.
• Ability to multi-task.