Advisor Documentation Coordinator — Remote
Seeking two professionals to support a large-scale contract project in the insurance industry by coordinating agreement distribution and collection using tools like Onespan and SharePoint. This remote, 6-month role offers consistent hours (9–5 EST), requires strong organization and follow-up skills, and is part of a multi-year strategic initiative.
What is in it for you:
• Hourly salary of $24-27, based on experience.
• 6-month contract.
• Full-time position: 37.50 hours per week.
• Weekday schedule from 9 am to 5 pm.
• Enjoy the flexibility of remote work.
Responsibilities:
• Distribute new agreements to advisors using Onespan upon trigger events.
• Track status and follow up on unsigned agreements as needed.
• Upload completed agreements into the advisor’s SharePoint folder.
• Escalate delays when necessary to meet project timelines.
• Collaborate with internal stakeholders to ensure process alignment.
What you will need to succeed:
• Strong organizational and time-management skills.
• Excellent written and verbal communication skills.
• Ability to manage repetitive, detail-driven tasks efficiently.
• Proficiency with Outlook, Onespan, and SharePoint.
• Ability to work independently in a remote environment.
Why Recruit Action?
Recruit Action (agency permit: AP-2504511) provides recruitment services through quality support and a personalized approach to job seekers and businesses. Only candidates who match hiring criteria will be contacted.
SLFJP00005407
