Data Entry Associate

Operations Associate

Job Description

The Operations Associate is responsible for reviewing incoming documentation, evaluating completeness, and making accurate, timely decisions that advance work to the next stage of the process. This role requires strong attention to detail, the ability to work independently, and a commitment to meeting daily quality and productivity expectations.

Responsibilities

• Review and evaluate incoming documents for accuracy and completeness; establish application or policy data within company systems.
• Make timely decisions to route work to the appropriate next step based on established procedures.
• Accurately key data with minimal errors while maintaining required productivity metrics.
• Follow documented procedures for processing annuity applications and related operational workflows.
• Communicate proactively with management regarding issues, trends, or process improvement opportunities.
• Follow up on outstanding information and request missing requirements as needed.
• Participate in team problem-solving, continuous improvement efforts, and cross-training opportunities.
• Adapt to new tasks or workflow changes as business needs evolve.
• Effectively manage time and environment to reduce distractions and maintain steady productivity.

Essential Skills

• Data entry
• Finance
• Insurance
• Microsoft Excel
• Data integrity
• Operations

Additional Skills & Qualifications

• High school diploma or equivalent required; college degree preferred.
• Military experience considered in lieu of a formal degree.
• 1+ years of work experience required; experience in financial services or annuities preferred.
• Ability to work independently, stay focused, and meet daily metrics in a fast-paced environment.
• Strong attention to detail with the ability to navigate multiple administrative systems.
• Effective verbal and written communication skills, with the ability to clearly explain processes and escalate issues when appropriate.
• Strong interpersonal skills and comfort collaborating with management and peers.
• Demonstrated adaptability and willingness to learn new tasks and processes.

Work Environment

Work will be done onsite, at the corporate location in West Des Moines.

This is a Contract position based out of West Des Moines, IA.

The pay range for this position is $ $22.00/hr.

Eligibility requirements apply to some benefits and may depend on your job
classification and length of employment. Benefits are subject to change and may be
subject to specific elections, plan, or program terms. If eligible, the benefits
available for this temporary role may include the following:
• Medical, dental & vision
• Critical Illness, Accident, and Hospital
• 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available
• Life Insurance (Voluntary Life & AD&D for the employee and dependents)
• Short and long-term disability
• Health Spending