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🥝 Process Specialist

ICONMA, LLC | United States, United States | Posted June 14, 2026

Job Description

Our Client, a Financial company, is looking for a Process Specialist for their Remote location. Responsibilities:

+ 80% – Production / Customer Service:

+ Review and process agent change requests, ensuring all required documentation is received. Obtain missing information as needed, update systems of record, and notify all impacted parties of approved changes.

+ 15% – Relationship Management:

+ Maintain effective working relationships with internal and external partners by addressing inquiries and resolving issues related to agent changes.

+ 5% – Process Improvement:

+ Participate in special projects and contribute to ongoing process improvement initiatives.

Requirements:

+ Education: High school diploma or equivalent required.

+ Communication skills (Business writing), Critical thinking, professional, analytical skills

+ Open to any years of experience

+ CSM, Salesfor...

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