Company Overview
Certified Financial Services, LLC is a leading private wealth management firm dedicated to helping clients achieve their financial goals through personalized planning and expert guidance. Since its founding, the firm has grown into one of the largest in the country, serving thousands of clients across multiple locations with a strong focus on integrity, community, and excellence.
Job Overview
We are seeking a motivated and detail-oriented New Business Life Processor to join our dynamic team. In this vital role, you will handle the processing of new life insurance applications and related documentation, ensuring accuracy and compliance throughout each step. Your organizational skills and technical proficiency will support our commitment to delivering exceptional service to our clients and advisors.
Duties
- Review and process new life insurance applications, verifying all necessary information is complete and accurate
- Enter data into databases and ERP (Enterprise Resource Planning) systems efficiently and precisely
- Manage data entry tasks including typing, transcription, and updating client records with speed and accuracy
- Maintain organized filing systems for all application documents, both electronically and physically
- Collect, analyze, and compile data related to new business submissions using tools like pivot tables in Microsoft Excel
- Support order entry processes by accurately inputting client information into relevant systems
- Assist with clerical tasks such as data collection, filing, and routine administrative duties to ensure smooth workflow
Qualifications
- Proven experience with databases, ERP systems, and office software such as Microsoft Excel
- Strong computer skills with excellent data entry speed and accuracy
- Familiarity with data collection, filing, and organizational procedures in an office environment
- Basic math skills for verifying figures and calculations on applications
- Previous clerical or administrative experience preferred, especially in insurance or financial services settings
- Ability to type quickly while maintaining precision; experience with transcription is a plus
- Demonstrated organizational skills with attention to detail in managing multiple tasks simultaneously
Join us to be part of a collaborative team that values integrity, efficiency, and professional growth. This role offers an exciting opportunity to contribute to our expanding business while developing your skills in a fast-paced financial environment.
Pay: $60,000.00 - $65,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Retirement plan
- Vision insurance
Work Location: In person
