[Remote] Data Entry (Financial Background) – USA Remote Jobs

October 5, 2025

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.

Qualification

Required

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 Detail oriented, time management, fast paced, organized Work within internal and external systems 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 apply to this job