Finance/Insurance Jobs List

* Qualifications * Health insurance license required. * Prior experience in employee benefits, specifically in Medical, Dental, and Vision plans. * Possession of a valid Life & Health Insurance License.

Japanese

Full-time Employee

Southern California

* Key Responsibilities: * Conduct sales and client service activities related to employee benefits programs, including group health, dental, and vision insurance. * Manage renewals and policy updates for existing clients, ensuring timely and accurate processing. * Process benefit changes such as enrollments for new hires, terminations, and expatriate repatriations. * Respond to client inquiries regarding plan details, claims, and administrative procedures. * Assist with administrative tasks as directed by the manager, including preparing presentation materials and internal documents. * Stay informed about insurance carrier updates, new products, and policy changes; communicate relevant information to clients. * Input and maintain accurate client and policy data in internal systems.

* Ability to understand policies and procedures written in Japanese and English. * Excellent business e-mail writing skill. * Excellent interpersonal skill. * Ability to work independently without immediate supervision and direction.

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Part-time Employee

New York

* Core Responsibilities ーClient Outreach Assess required KYC information and documents depending on clients’ status. Contact clients to gather required KYC information and documents based on such assessment in a timely and professional manner. Ensure the accuracy of obtained information and furnish them to related departments as needed for downstream processes without delay. Share client communication with Relationship Managers. In the event to any issues, make independent judgement to solve them in cooperation with RM to complete KYC process without delay. ーKYC Due Date Control Manage KYC progress without immediate direction and supervision and share the information as needed with related departments for due diligence and date control. ーUnderstanding of KYC Requirements and Related Bank Systems Understand regulations and internal policies and procedures in terms of KYC and related matters, and understand related bank systems in order to make proper assessment. ーOther Responsibilities Responsible for non-KYC related tasks assigned by managers on an ad-hoc basis.

* Ability to understand policies and procedures written in Japanese and English. * Excellent business e-mail writing skill. * Excellent interpersonal skill. * Ability to work independently without immediate supervision and direction.

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Part-time Employee

New York

* Core Responsibilities ーClient Outreach Assess required KYC information and documents depending on clients’ status. Contact clients to gather required KYC information and documents based on such assessment in a timely and professional manner. Ensure the accuracy of obtained information and furnish them to related departments as needed for downstream processes without delay. Share client communication with Relationship Managers. In the event to any issues, make independent judgement to solve them in cooperation with RM to complete KYC process without delay. ーKYC Due Date Control Manage KYC progress without immediate direction and supervision and share the information as needed with related departments for due diligence and date control. ーUnderstanding of KYC Requirements and Related Bank Systems Understand regulations and internal policies and procedures in terms of KYC and related matters, and understand related bank systems in order to make proper assessment. ーOther Responsibilities Responsible for non-KYC related tasks assigned by managers on an ad-hoc basis.

* Ability to understand policies and procedures written in Japanese and English. * Excellent business e-mail writing skill. * Excellent interpersonal skill. * Ability to work independently without immediate supervision and direction.

-

Part-time Employee

New York

* Core Responsibilities ーClient Outreach Assess required KYC information and documents depending on clients’ status. Contact clients to gather required KYC information and documents based on such assessment in a timely and professional manner. Ensure the accuracy of obtained information and furnish them to related departments as needed for downstream processes without delay. Share client communication with Relationship Managers. In the event to any issues, make independent judgement to solve them in cooperation with RM to complete KYC process without delay. ーKYC Due Date Control Manage KYC progress without immediate direction and supervision and share the information as needed with related departments for due diligence and date control. ーUnderstanding of KYC Requirements and Related Bank Systems Understand regulations and internal policies and procedures in terms of KYC and related matters, and understand related bank systems in order to make proper assessment. ーOther Responsibilities Responsible for non-KYC related tasks assigned by managers on an ad-hoc basis.