[Remote] Data Entry (Financial Background)

Note: The job is a remote job and is open to candidates in USA. Open Systems Technologies is seeking a Data Entry professional with a financial background. The role involves maintaining insurance agent licenses, managing agent appointments, and inputting data for annuity paperwork while ensuring compliance with regulations. Responsibilities • Maintain insurance agent licenses in internal systems • Terminating insurance agents who have not complied with client requirements • Manage agent appointments • Maintain appointment processes • Send out letters via email and using MS Word • Input data for new variable and fixed annuity paperwork by entering data into administrative systems • Carries out duties in compliance with all state and federal regulations and guidelines • Complies with all company and site policies and procedures • Makes a positive contribution as demonstrated by; making suggestions for improvement and learning new skills, procedures and processes • Performs other duties as required • Carries out duties in compliance with all state and federal regulations and guidelines. Skills • 2+ years experience • Maintain insurance agent licenses in internal systems • Terminating insurance agents who have not complied with client requirements • Manage agent appointments • Maintain appointment processes • May receive 18000-30000 items to work through in 1 month • Send out letters via email and using MS Word • Repetitive work • High volume • Detail oriented, time management, fast paced, organized • Work within internal and external systems • 4-6 years experience • Input data for new variable and fixed annuity paperwork by entering data into administrative systems • Carries out duties in compliance with all state and federal regulations and guidelines • Complies with all company and site policies and procedures • Makes a positive contribution as demonstrated by; making suggestions for improvement and learning new skills, procedures and processes • Performs other duties as required • Carries out duties in compliance with all state and federal regulations and guidelines • Non-exempt position eligible for overtime if required Company Overview • Open Systems Technologies provides smart staffing solutions. It was founded in 1990, and is headquartered in New York, New York, USA, with a workforce of 201-500 employees. Its website is Company H1B Sponsorship • Open Systems Technologies has a track record of offering H1B sponsorships, with 8 in 2025, 29 in 2024, 26 in 2023, 19 in 2022, 43 in 2021, 48 in 2020. Please note that this does not guarantee sponsorship for this specific role.

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