Farmers Insurance Transaction Associate - Financial Services in Agoura Hills, California

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Job Summary Assists in the receipt, capture and processing of Farmers Financial Services (FFS) new account applications as required by FFS policy and security regulations. Also functions in a customer service and internal wholesaling role for Farmers agents.

Essential Job Functions Determine if the proper FFS and sponsor forms were submitted in accordance with FFS policy. Ensure payments for security transactions are in accordance to policy (i.e. FFS cannot have custody of funds, no Agency checks, proper payees, etc.) Forward sponsor forms to applicable sponsor and ensure proper and timely receipt. Enter client and trade information into the FFS or sponsor systems. Scans, files and/or copies FFS paperwork. Addresses agent questions relating to products and forms and supplies the requested paperwork. May follow-up with Agents and District Managers, via phone call or written communication, on deficient paperwork and request additional information to facilitate the review of the application. Performs other duties as assigned.

Physical Actions Required job duties consist of occasional walking, standing, driving and/or carrying 10 lbs maximum, and seeing.

Physical Environment Required job duties are normally performed in a climate-controlled office environment.

Education Requirements High school diploma or equivalent. FINRA Series 6, 26 and 63 registrations recommended.

Experience Requirements Two years experience in the life insurance or securities industry or two years experience with a securities regulatory agency.

Special Skill Requirement General understanding and use of Microsoft Office products, 10-key, typing.

Farmers is an equal opportunity employer, committed to the strength of a diverse workforce.

Job: *Finance

Organization: *Farmers Insurance

Title: Transaction Associate - Financial Services

Location: California-Agoura Hills

Requisition ID: 180008OL