MARS Solutions Group is seeking a dynamic Insurance Document Associate (Franklin WI) to join our Client's team. Our client, a leading financial services firm, provides an array of financial solutions, spanning wealth management, asset management, investment banking, and private equity.
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 accurate destination, re-routing any misdirected mail to the accurate 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, and will be responsible for identifying when to raise problems/exceptions to the Team Leader or Manager.
Additional responsibilities include:
- Receiving and slotting mail for distribution
- Sorting and delivering print-outs
- FedEx sorting and distribution
- Assisting as needed with Electronic Document Conversion
Above all, you demand excellence of yourself; you handle tasks with the highest possible degree of accuracy and discretion.
Responsibilities
- Underwriting, DI Benefit Document & Mail Document Preparation/Classifying (30%): 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 detailed 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. Coordinates 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 resolving the correct scan path. Responsible for meeting all established service level agreements.
- Manual indexing (Exception Processing)/Quality Assurance (QA)/Fax Processing (40%): 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 needed; 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, crafting, and matching ID sheets with the appropriate fax. Responsible for meeting all Service Level Agreements.
- Document Scanning/Support Services/Testing (15%): 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 resolving policy number/claim number and accurate 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 improvements/upgrades are accurate and properly functioning.
- Miscellaneous Duties (15%): Including but not limited to the following duties: 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 coordinate and prioritize work under tight time constraints.
- High degree of accuracy; ability to optimally 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 collaboratively.
- 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.
- Must be able to lift 15-20lbs consistently.
- Non Registered Fingerprinted.
About MARS Solutions Group: MARS Solutions Group is an IT staffing firm with access to a wide variety of jobs at various clients across the country. We operate with the consultant's best interests in mind and align them with roles that match their skills, aspirations, and interests. MARS values our relationships with consultants. Therefore, we will stay in touch throughout the contract to ensure the job is going well and that the role meets their career development needs.
#J-18808-Ljbffr
