Associate Document Management Specialist

Southern Farm Bureau Life Insurance Company • Jackson, MS

6h • Onsite

About The Position

The Associate Document Management Specialist provides specialized knowledge working with complex products such as conversions, reissues, and annuities to support Document Management. The role handles application and request processing, document indexing and verification, premium and payment reconciliation, helpdesk referrals, records retention, contract assembly, and delivery requirements. It also involves communicating with agents, sales management, and home office personnel about guidelines and procedures. The position is located in Jackson, Mississippi.

Requirements

• High school diploma or GED.
• An associate degree or three years of experience in a customer service-related environment.
• Strong written and oral communication skills.
• Typing speed of at least 40 words per minute with an error ratio of 10% or less.
• Basic knowledge of Microsoft Windows.
• Basic knowledge of Adobe PDF and TIFF files.
• Ability to multitask.
• Ability to function effectively in the workplace, demonstrating integrity, courage to act, and communication skills.
• Ability to work effectively with others, demonstrating respect for people and commitment to teamwork.
• Ability to meet organizational goals and customer expectations through accountability for results, commitment to service, and initiative.
• Ability to perform the essential job functions and demonstrate growth in job knowledge and professional development.

Responsibilities

• Enter applications and processing requests accurately into the Policy Administration System and resolve discrepancies.
• Index documentation using appropriate keywords and descriptions.
• Verify that documentation for special projects is present and accurate in the document management system.
• Manage initial and subsequent premiums; balance cash with application vouchers, identify discrepancies, make corrections, and ensure proper posting of client payments.
• Research and take appropriate action on referrals received through the Document Management Helpdesk.
• Process microfiche and roll film for records retention and other special projects.
• Proof scanned documents for accuracy and make necessary corrections.
• Assemble contracts by checking for required forms, binding contracts, and preparing them for mailing to agents or clients; send contracts overnight when requested by agents.
• Communicate with agents, sales management, and home office personnel regarding guidelines and procedures.
• Process receipt of delivery requirements, update pending records in Ingenium/Caseflow, ensure forms are correctly signed and dated, and place files in in-force status when requirements are met.

Benefits

• Health insurance, including coverage for employees and families, access to an onsite clinic, preventive care, prescription drugs, mental health coverage, and an Employee Assistance Program.
• Active lifestyle rewards program with incentives for fitness challenges and wellness activities.
• Weight management programs and support.
• Employee engagement and team-building activities.
• Annual employee and family events, including a company picnic, Thanksgiving lunch, Christmas reception, and Family Fun Night.
• Onsite cafe.
• Learning and development opportunities.
• Tuition reimbursement.
• Mentorship programs.
• Promotional and career advancement opportunities.
• Life insurance.
• Company-funded pension.
• Paid time off for volunteering.

What This Job Offers

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