Associate Document Management Specialist

Sfbli • Jackson, MS

1d • Onsite

About The Position

As the Associate Document Management Specialist, you’ll be an essential part of our team, contributing to the success of our organization. The Associate Document Management Specialist provides specialized knowledge working with complex products such as conversion/reissues and annuities to support Document Management. Your responsibilities will include : Perform all tasks necessary to ensure that applications and requests for processing are accurately entered into the Policy Administration System and resolve any discrepancies. Index documentation with appropriate keywords and/or descriptions. Verify that documentation for special projects are present and accurate on document management system. Perform required money management for initial/subsequent premiums, balance cash with application vouchers, determine discrepancies and make necessary corrections for daily operations to ensure proper posting of client payments. Research and take appropriate action for referrals received through the Document Management Helpdesk. Process microfiche/roll film for record retention project and any other special projects. Proof scanned documents for accuracy and make any necessary corrections. Contract assembly which requires the checking of all forms necessary for a complete contract, binding the contract, and preparing for mailing to the agent or client. Overnight contracts as requested by agents. Communicate with agents, sales management, and home office personnel in regard to guidelines and procedures. Process receipt of delivery requirements, make needed changes on the pending record on Ingenium/Caseflow and ensure forms are correctly signed/dated for delivery pending contracts and placing the file in an in force status when requirements are met.

Requirements

• High school diploma/GED
• Associate degree or 3 years of experience in a customer service related environment
• Strong written and oral communication skills, required
• Excellent typing skills (40+wpm) with a 10% or below error ratio
• Basic knowledge of Microsoft Windows
• Basic knowledge of Adobe PDF files and Tiff files
• Multi-tasking skills required
• Ability to function effectively in the workplace as exhibited through one's integrity, courage to act and communication skills
• Ability to work with others effectively as exhibited through one's respect for people and commitment to teamwork
• Ability to meet organizational goals and customer expectations as exhibited through one's accountability for results, commitment to service and initiative
• Ability to perform the essential functions of the job as exhibited through one's growth in job knowledge and professional development

Responsibilities

• Perform all tasks necessary to ensure that applications and requests for processing are accurately entered into the Policy Administration System and resolve any discrepancies.
• Index documentation with appropriate keywords and/or descriptions.
• Verify that documentation for special projects are present and accurate on document management system.
• Perform required money management for initial/subsequent premiums, balance cash with application vouchers, determine discrepancies and make necessary corrections for daily operations to ensure proper posting of client payments.
• Research and take appropriate action for referrals received through the Document Management Helpdesk.
• Process microfiche/roll film for record retention project and any other special projects.
• Proof scanned documents for accuracy and make any necessary corrections.
• Contract assembly which requires the checking of all forms necessary for a complete contract, binding the contract, and preparing for mailing to the agent or client.
• Overnight contracts as requested by agents.
• Communicate with agents, sales management, and home office personnel in regard to guidelines and procedures.
• Process receipt of delivery requirements, make needed changes on the pending record on Ingenium/Caseflow and ensure forms are correctly signed/dated for delivery pending contracts and placing the file in an in force status when requirements are met.

Benefits

• Health Insurance: Comprehensive coverage for employees and their families. Access to an onsite clinic, preventive care, and prescription drugs. Mental health coverage and an Employee Assistance Program.
• Active Lifestyle Rewards Program: Incentives for maintaining an active lifestyle. Rewards for participating in fitness challenges and wellness activities.
• Weight Management Programs: Customized weight management plans. Support for achieving and maintaining a healthy weight.
• Employee Engagement: Opportunities to connect with colleagues. Fun teambuilding activities. Annual events for employees and their families Company Picnic, Thanksgiving lunch, Christmas Reception. Family Fun Night
• Onsite Cafe: Convenient access to nutritious meals. Promoting healthy eating habits.
• Learning & Development: Continuous learning opportunities. Tuition reimbursement for further education.
• Mentorship Programs: Pairing employees with mentors. Professional growth and guidance.
• Promotional Opportunities: Advancement within the company. Career growth prospects.
• Life Insurance and Company-Funded Pension: Financial security for employees and beneficiaries. Retirement planning.
• Volunteer Days: Paid time off for volunteering. Contributing to the community.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED