Business Processor – Detail-Oriented Support Role in Financial Services
Location: Pensacola, FL
Compensation: $22 - $26 per hour
Schedule: Full-time| Monday to Friday | In-person
Are you dependable, organized, and motivated by doing quality work?
Our growing financial firm in Pensacola, FL is seeking a New Business Processor to join our team. This role is designed for someone who finds satisfaction in creating smooth, accurate processes and helping others succeed. You'll be responsible for managing client paperwork from application submission through to policy delivery, ensuring a seamless experience every step of the way.
Why You’ll Thrive Here:
- A dependable team environment
- Established workflows and processes
- A steady, full-time role with meaningful impact
- A company that values both its clients and its employees
Key Responsibilities:
- Prepare, complete, and submit new business applications for processing
- Ensure all documentation is accurate, complete, and compliant before submission
- Track pending applications and follow up with insurance/security agencies as needed
- Coordinate account transfers and monitor progress
- Troubleshoot and resolve issues related to application processing
- Maintain organized records and provide status updates to internal teams
- Respond promptly and professionally to agent and advisor inquiries
- Assist with additional administrative tasks as needed
What You Bring to the Role:
- Proven experience processing new business paperwork (financial industry preferred)
- Strong knowledge of Tax Qualified and Non-Tax Qualified Accounts
- Familiarity with brokerage and life insurance accounts
- Experience with investment and insurance applications and transfers
- Insurance or Securities License preferred
- Intermediate to advanced computer skills; Excel experience is a plus
- Ability to work independently with some client interaction
- High attention to detail, strong follow-through, and organizational skills
- A calm, steady, and collaborative approach to your work
Benefits:
- 401(k) retirement plan with 8% Employer Match
- Health, Dental, and Vision Insurance
- Paid Time Off & Paid Training
- Advancement Opportunities
If you’re seeking a workplace where your work directly supports clients' financial futures, we would love to hear from you. Your consistency, care, and commitment will make a difference here.
Apply today to join a company that values excellence, hard work, and long-term growth.
Job Type: Full-time
Pay: $22.00 - $26.00 per hour
Benefits:
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Experience:
- Financial services: 1 year (Required)
Ability to Commute:
- Pensacola, FL 32502 (Required)
Work Location: In person
