Data Entry Specialist

Scope and Purpose:

ManhattanLife is seeking a Data Entry Specialist to join our organization's New Business team from our office in Spokane, WA. The Data Entry Specialist will be responsible for the annuity insurance application set up and issue within state and federal compliance regulations.

Duties and Responsibilities:

• Responsible for the set up and review of annuity applications in our computer administration system.
• Provides verbal and written communication to our producers.
• Requests funds from various insurance institutions and provides account status information as needed.
• Issues annuity contracts, duplicate contracts or certificates expeditiously, cancels annuity files as requested in writing; provides refunds if required.
• If additional requirements are needed, a follow up will be necessary until those requirements are received.
• Applies Premium, activates annuity contracts, creating commissions and tax reporting.
• Calculates and processes immediate annuity quotes for the generation of payouts.
• Processes preliminary and deferred contract illustrations as necessary for Replacement and Contract Issue requirements.
• Responsible for New Business file imaging.
• Responsible for monitoring and reporting Market Conduct and Suitability Compliance issues.
• Provides excellent customer service to all internal and external clients by positive promotion of the Company products and services. Continually encourages open communication and expands partnerships through global exposure to enhance our business growth.

• Performs other duties as assigned by management

Minimum Qualifications:

High School diploma or equivalency.

Knowledge, Skills and Abilities:

• Minimum one-year office or clerical experience.
• Strong mathematical aptitude.
• Excellent oral and written communication skills and organization skills.
• Must be able to handle a fast-paced working environment with daily deadlines.
• Able to work well independently and within a team environment.
• Proficiency with MS Office (Word, Excel, Outlook, etc.) and other PC applications and/or software.

• Must be able to type 40 to 45 wpm.
• Required to lift and/or move up to 25 pounds

Professional Development:

· Establish annual objectives for professional growth.

· Keep pace with developments in the discipline.

· Learn and apply technologies that support professional and personal growth.

· Participate in the evaluation process.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to success fully perform the essential functions of this job. Reasonable accommodations may enable individuals with disabilities to perform essential functions. While performing the duties of this job, the employee is regularly required to stand; walk; use hands to finger, handle or feel objects, type and use mouse; reach with hands and arms and talk and/or hear. The employee is required to sit for extended period of time.

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. While performing the duties of this job, the employee regularly works in an office environment in a clerical environment. This role routinely uses standard office equipment such as computers, WebEx, physical phone while in office, photocopiers and filing cabinets.

Travel Requirements

This position does not require travel.

Other Duties

This job description is not designed to cover or contain a comprehensive listing of activities, dutie s or responsibilities that are required of the employee for this job. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to the job at any time with our without notice.

AAP/EEO Statement

ManhattanLife prohibits discrimination based on race, religion, gender, national origin, age, disability, veteran status, marital status, pregnancy, gender expression or identity, sexual orientation, or any other legally protected status. EOE Employer/Vet/Disabled

Job Type: Full-time

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday

Education:

• High school or equivalent (Required)

Experience:

• office or clerical: 1 year (Required)
• Microsoft Office: 2 years (Required)
• typing 40-45 WPM: 1 year (Required)

Work Location: One location