Policy Print Specialist

iA Financial Group (Industrial Alliance)Waco, TX
Onsite

About The Position

Build the Future with Us as a Policy Print Specialist Are you detail-oriented and passionate about delivering excellent service through accurate and efficient administrative support? At iA American, our mission is to help clients feel confident and secure about their future. As a Policy Print Specialist, you will play a key role in ensuring policy documents are processed, assembled, and delivered accurately while supporting compliance and operational excellence. This position is a great opportunity to showcase your organizational skills and attention to detail within a caring and trustworthy company. Here, people and their development are at the heart of our priorities, fostering an environment that encourages collaboration and innovation.

Requirements

  • Exceptional attention to detail and accuracy.
  • Strong organizational and time-management skills.
  • Ability to thrive in a fast-paced environment and effectively prioritize competing tasks.
  • Ability to work well independently while also contributing positively as a team player.
  • Ability to adapt quickly to changing procedures and business needs.
  • Strong computer skills, including proficiency with Microsoft Office and the ability to learn new systems quickly.
  • Strong analytical and critical thinking abilities.
  • Positive, learning-oriented attitude and a commitment to continuous improvement.
  • High school diploma or General Education Degree (GED).
  • Able to stand for 3-4 hours daily and lift 10-15 pounds throughout the workday.

Responsibilities

  • Reviewing policy print materials for accuracy, assembling print packets, and preparing them for mailing.
  • Including required forms, inserts, and product-specific documentation in policy packages.
  • Maintaining adequate supply inventory and coordinating replenishment needs with the Lead Print Specialist.
  • Identifying and reporting incorrect or questionable policy print materials.
  • Processing returned policy contracts and re-mailing them within established service standards.
  • Scanning, routing, and organizing applications and policy documentation.
  • Supporting daily production reporting and ensuring state-specific compliance requirements are met.
  • Maintaining accurate records of paper and transmitted applications received.
  • Assisting with FirstNet reporting and uploads as needed.
  • Locating and retrieving historical documents from storage.
  • Completing training requirements within established timelines.
  • Conducting business in accordance with all applicable laws, regulations, company policies, and compliance standards.

Benefits

  • Flexible Health, Dental, and Vision insurance
  • 401(k) with company match
  • Paid Time Off (PTO)
  • Employee and Family Assistance Program
  • Ergonomic furniture program
  • Performance bonus opportunities
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