GSD Search, LLC · 6 days ago
Processing Specialist (Data Entry)
Indianapolis, IN
Full-time
Onsite
Mid Level
3+ years expGSD Search, LLC is seeking a Contract Administration Representative to join their operations team. This role is primarily focused on processing paperwork and ensuring accurate completion of customer transactions related to new business applications and other financial products.
Staffing & Recruiting
Hiring Manager
Danny Roberge
Responsibilities
Process and review paperwork to determine if it is in good order. For paperwork that is not in good order, work directly with agents and customers to resolve outstanding issues
Assist the Customer Service Coordinators if call volumes are high
Process and review new business paperwork to issue the business accurately and in a timely manner, including entering data into the system, checking for NIGOs, suitability reviews, and working with agents to resolve NIGOs
Learn, retain, and update knowledge of a wide variety of financial product information and internal processes and procedures, while adhering to strict financial industry rules and regulations
Assist with processing other types of maintenance and withdrawal transactions as needed
Provide information regarding contract values, contract status updates, withdrawals, fund performance, outstanding issue requirements, 1035 exchanges, IRA and Qualified Plan transfers and rollovers, agent licensing, and commissions for new business
Support both Agent/Advisors and Clients with all new business operations
Assist in special projects as needed
Qualification
Required
Bachelor's degree in a related field or equivalent experience
3 years of operational/customer service or processing experience or a combination is preferred
Proven ability to communicate effectively
Strong problem-solving skills and experience working in a fast-paced environment
Strong leadership and communication skills
Strong working knowledge of the annuity market, with specific focus on the fixed, fixed indexed, and variable annuities
Preferred
Advanced level degree a plus
Company
GSD Search, LLC
At GSD, we specialize in connecting top talent with leading organizations across multiple industries.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase