Assoc Insurance Document

$16 - $24/Yr

Northwestern Mutual - Milwaukee, WI

Full-time - Entry Level

Milwaukee, WI

Insurance Carriers and Related Activities

About the position

As an Insurance Document Associate, you will work as part of a team responsible for opening evaluating, acknowledging and distributing mail in support of an assigned business unit. You will examine incoming mail to ensure it has reached the correct destination, re-routing any misdirected mail to the proper area. Per established guidelines, you will be responsible for officially identifying/acknowledging receipt of all incoming mail. You will report information to the underwriter, verifying required information and completing associated forms, responsible for identifying when to escalate problems/exceptions to the Team Leader or Manager. Above all, you demand excellence of yourself; you handle tasks with the highest possible degree of accuracy and discretion.

Responsibilities

• Receiving and slotting mail for distribution
• Sorting and delivering print-outs; FedEX sorting and distribution
• Assisting as needed with Electronic Document Conversion
• Responsible for completing underwriting and/or claims document review and audit by appropriately identifying and analyzing various types of applications and documents for all product lines by using documented procedures and appropriate job aids
• Review the work for high priority insurance, mail, and/or claim documents
• Ability to recognize and identify misrouted forms and documents and routes them appropriately
• Organizes the documents according to guidelines for the type of product
• Identifies and classifies documents and includes generic or custom ID sheets with the document name
• Prepares the documents for scanning by placing the documents and ID sheets in the correct order and determining the correct scan path
• Responsible for meeting all established service level agreements
• Responsible for completing review and audit using criteria for underwriting requirement, post approval and EKG mail
• For check processing, identify and prepare checks by type and deposit 1035 and premium checks to SAMs system, or route to Banking and Cash Management using appropriate guidelines
• For DI benefits mail, accesses the DI benefits connection function to identify documents as received and indexes mail as required
• Analyze and review using knowledge of Northwestern Mutual forms and procedures, underwriting and claims documents and forms images that are auto classified/indexed by the system to identify potential issues/errors
• Steps include: Selecting batch based on priority; reviewing all pages to ensure the document was classified to the correct document type, policy number and insured name abbreviation and making changes as necessary; deleting blank pages
• Ability to identify and appropriately index documents that the system cannot identify
• Assures that all electronic document images are legible and usable for intended purpose and re-scans
• Review underwriting and claims faxes by accessing the RightFax queue
• Analyzes and identifies underwriting and claims documents to select the most efficient method of processing
• Electronically preps the documents by placing them in the correct order using established guidelines
• Able to identify and handle documents with obvious modifications
• Completes the process by classifying, indexing, creating and matching ID sheets with the appropriate fax
• Responsible for meeting all Service Level Agreements
• Accurately and consistently scan documents while ensuring high image quality
• Responsibilities include: Selecting and scanning using correct scan path; maintaining preventive cleaning on scanners; detecting scanning errors, double feeds and other quality issues; troubleshooting scanner problems
• Other support services/testing includes: re-scanning documents due to requests from business area or error messages; investigating and researching unidentifiable mail, including determining policy number/claim number and proper disposition for non-E-Files/DI Connection mail; handling original document requests from business area; audit/testing of documents to validate document classification and/or system enhancements/upgrades are accurate and properly functioning
• Maintenance and shipping of documents to the Records Center
• Opening application, DI Benefits and/or post approval pouch mail
• Responding to basic inquiries for rescans and original documents
• LAN monitoring
• Miscellaneous duties as assigned by Team Leader and/or Manager

Requirements

• High school or equivalency required
• 1-2 years prior mail handling experience or customer services experience required
• Strong ability to organize and prioritize work under tight time constraints
• High degree of accuracy; ability to effectively work in a fast paced environment
• Basic PC proficiency required
• Ability to work independently within established policy standards and procedures
• Strong team worker with proven ability to work effectively and harmoniously
• Ability to handle confidential information in a manner consistent with privacy laws and regulations and Northwestern Mutual standards
• Ability to multi-task, navigate using various systems

Benefits

• Geographic-specific salary structure
• Compensation decisions based on skills, education, training, credentials, and experience
• Equal opportunity/affirmative action employer