Document Specialist

Trustmark • Lake Forest, IL

1d • $17 - $25

About The Position

Trustmark’s mission is to improve wellbeing – for everyone. It is a mission grounded in a belief in equality and born from our caring culture. It is a culture we can only realize by building trust. Trust established by ensuring associates feel respected, valued and heard. At Trustmark, you’ll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture of diversity and inclusion where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves. At Trustmark, we have a commitment to welcoming people, no matter their background, identity or experience, to a workplace where they feel safe being their whole, authentic selves. A workplace made up of diverse, empowered individuals that allows ideas to thrive and enables us to bring the best to our colleagues, clients and communities. About the role Conducts searches of company records for requested information. Verifies the acceptability of documents stored for imaging. Receives incoming paper and digital mail for Customer Promise, New Business and Billing. Scans or Uploads incoming mail to also create cases in Dynamics. Receives undeliverable mail for all areas of VB division. Works within and across multiple websites and systems to extract and input data. At first work will be reviewed by supervisor Or team leader.

Requirements

• High School diploma/GED
• Ability to meet deadlines.
• Ability to work in an environment that requires meeting standards of production & quality.
• Must be organized and detail oriented.

Nice To Haves

• Experience in WORD and Excel

Responsibilities

• Undeliverable Checks, Policies and Mail – Research for new addresses, determine if address should be updated or not and if mail should be resent or not.
• Digital Correspondence- Reviews images from lockbox correspondence, faxability and emails. Determine whether the mail type should be uploaded to G360 without creating Dynamics cases or upload to G360 under the correct mail types to creates cases in Dynamics.
• Incoming Paper Mail – Review and identify the type of requests for multiple team’s incoming paper mail. Based on the type of mail/request, prep to scan to G360 or scan at the copy machine to send to a particular person/team.
• Incoming Checks – Review and determine which of the three lockboxes which we send to or to Treasury based on who the check is received from.
• Refund Checks – using CBS, print refund checks from the Billing team. Print documentation, match check with documentation, have all scanned to G360 then type labels and mail.
• Compile documents from G360 to send out Duplicate Policies.
• Compile and encrypt documents from G360 to email Accident Policy Summaries.
• Using eCor, create letters to send out paper versions of Forms that are request from Customer Care.
• Update address in Dynamics from Address Change cases.
• rep, Scan and/or Index documents in the G360 Imaging system
• Provide input on process improvement

Benefits

• Health/dental/vision
• life insurance
• FSA and HSA
• 401(k) plan
• Employee Assistant Program
• Back-up Care for Children, Adults and Elders and many health and wellness initiatives.
• Wellness program that enables employees to participate in health initiatives to reduce their insurance premiums.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 501-1,000 employees