Financial Data Specialist

Financial Data Specialist

Job ID: 157258

Fort Worth, TX 76109 | Onsite

COMPENSATION & SCHEDULE

• $22/hr

• Monday–Friday, 8am–5pm

ROLE IMPACT

Support insurance and brokerage operations by accurately processing policy and client records across multiple systems. This role is highly data-entry focused and requires strong attention to detail, critical thinking, and the ability to manage approximately 60–70 records per day while maintaining data accuracy.

KEY RESPONSIBILITIES

• Process and update insurance policy, client, and account records with a high level of accuracy.

• Review insurance quotes and enter policy, commission, and related information into Excel and internal systems.

• Export account data from Salesforce to Excel and maintain supporting documents in SharePoint.

• Verify names, policy values, documents, and other record details before completing transactions.

• Communicate with internal team members and Field Financial Advisors to obtain missing information and resolve record-processing issues.

MINIMUM QUALIFICATIONS

• Strong data entry skills with demonstrated accuracy and attention to detail.

• Ability to work efficiently across multiple computer systems and process repetitive, high-volume work.

• Critical thinking and problem-solving skills with the ability to identify and obtain information needed to complete records.

CORE TOOLS & SYSTEMS

• Salesforce CRM

• Microsoft Excel

• Microsoft SharePoint

• DOS-based systems

PREFERRED SKILLS

• Previous insurance industry experience.

• Interest in developing a career in insurance operations.

• Ability to learn new systems, processes, and insurance terminology quickly.

LEGAL NOTICE

• Employment is expected to be a 6-month temporary contract. Any future full-time employment opportunity is not guaranteed.

• Candidates who transition to a full-time role may be required to obtain a Life and Health insurance license.

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