Business Processor

Business Processor - Detail-Oriented Support Role in

Financial Services Location:

Pensacola, FL Compensation:

$22 - $26 per hour

Schedule:

Full-time| Monday to Friday | In-person Are you dependable, organized, and motivated by doing quality work? Our growing financial firm in Pensacola, FL is seeking a New Business Processor to join our team. This role is designed for someone who finds satisfaction in creating smooth, accurate processes and helping others succeed. You'll be responsible for managing client paperwork from application submission through to policy delivery, ensuring a seamless experience every step of the way.

Why You'll Thrive Here:

A dependable team environment Established workflows and processes A steady, full-time role with meaningful impact A company that values both its clients and its employees

Key Responsibilities:

Prepare, complete, and submit new business applications for processing Ensure all documentation is accurate, complete, and compliant before submission Track pending applications and follow up with insurance/security agencies as needed Coordinate account transfers and monitor progress Troubleshoot and resolve issues related to application processing Maintain organized records and provide status updates to internal teams Respond promptly and professionally to agent and advisor inquiries Assist with additional administrative tasks as needed What You Bring to the

Role:

Proven experience processing new business paperwork (financial industry preferred) Strong knowledge of Tax Qualified and Non-Tax Qualified Accounts Familiarity with brokerage and life insurance accounts Experience with investment and insurance applications and transfers Insurance or Securities License preferred Intermediate to advanced computer skills; Excel experience is a plus Ability to work independently with some client interaction High attention to detail, strong follow-through, and organizational skills A calm, steady, and collaborative approach to your work

Benefits:

401(k) retirement plan with 8% Employer Match Health, Dental, and Vision Insurance Paid Time Off & Paid Training Advancement Opportunities If you're seeking a workplace where your work directly supports clients' financial futures, we would love to hear from you. Your consistency, care, and commitment will make a difference here. Apply today to join a company that values excellence, hard work, and long-term growth.

Job Type:

Full-time Pay:

$22.00 - $26.00 per hour

Benefits:

401(k) matching Dental insurance Health insurance Paid time off Vision insurance

Experience:

Financial services: 1 year (Required) Ability to

Commute:

Pensacola, FL 32502 (Required)

Work Location:

In person