As an Insurance Document Associate, you'll be an integral part of a dynamic team responsible for the meticulous handling and processing of incoming mail to support designated business units. This role involves examining, categorizing, and redirecting mail as necessary, adhering strictly to established protocols. The position demands a commitment to accuracy, efficiency, and confidentiality.
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 complete associated forms, responsible for identifying when to raise problems/exceptions to the Team Leader or Manager. Additional responsibilities: receiving and slotting mail for distribution; sorting and delivering print-outs; FedEX sorting and distribution; assisting as needed with Electronic Document Conversion
Responsibilities:
Mail Handling and Distribution (30%):
Receive, sort, and distribute incoming mail, ensuring accurate routing and identification.
Verify and report information to underwriters, completing necessary forms.
Identify and escalate issues or exceptions to Team Leader or Manager.
Underwriting and Document Management (30%):
Review and analyze various insurance documents following detailed procedures.
Prioritize high-priority documents for underwriting and claims.
Ensure correct processing and routing of documents according to guidelines.
Manual Indexing, Quality Assurance, and Fax Processing (40%):
Analyze and review auto-classified/indexed documents for accuracy.
Verify document classification, policy numbers, and insured names.
Review and process underwriting and claims faxes efficiently.
Document Scanning, Support Services, and Testing (15%):
Accurately scan and maintain high-quality document images.
Troubleshoot scanning errors and quality issues.
Perform support services and testing for document classification.
Miscellaneous Duties (15%):
Manage document maintenance and shipping to the Records Center.
Handle opening applications, DI Benefits, and post-approval pouch mail.
Respond to inquiries and perform LAN monitoring as required.
Requirements:
High school diploma or equivalent required.
1-2 years of prior mail handling or customer service experience.
Strong organizational skills and ability to prioritize tasks under deadlines.
Proficient in basic PC operations; ability to work independently within established protocols.
Excellent team player with confidentiality and multitasking abilities.