Financial Forms Processor

Summary

Join Instant Teams as a Financial Forms Processor! This fully remote position offers equipment and involves processing documents, adhering to standard operating procedures, and meeting client SLAs. You will handle data entry, categorization, research, and form processing, resolving complex benefit issues. The role requires strong attention to detail, proficiency in Microsoft applications, and experience with multiple software systems. A background check is required for employment. Training is provided.

Requirements

• 2+ years processing information where accuracy and attention to detail are essential
• Ability to communicate verbally and in writing effectively with stakeholders
• Intermediate knowledge of Microsoft applications with proficiency in Excel
• Experience using multiple software systems in a remote setting
• Ability to work independently and collaboratively
• Ability to be highly organized and capable of the administrative tasks needed for the role
• Employment is contingent upon successful completion of a background check

Responsibilities

• Develop and implement a working knowledge of all standard operating procedures associated with core functions (including data entry, categorization, researching data, scan/review, form processing)
• Process rule-based documents and other documents that may require problem-solving and minimal manual updates
• Perform repeatable, as well as nonstandard, processing functions while upholding - with the intent to exceed - existing quality standards
• Interact with, and rely on the team for questions and problem-solving
• Conduct research on errors and determine preventative measures
• Research complex participant benefit issues and provide resolution in accordance with due dates and documents processes
• Perform other duties as assigned

Benefits

• Equipment Provided
• 100% remote work