Insurance Document Associate
Company: Monster jobs
Location: Franklin
Posted on: June 26, 2025
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Job Description:
Job Title: Insurance Document Associate Location: Franklin What
will be the work schedule? Mon - Fri 7:00am -3:30pm Description: As
an Insurance Document Associate, you will work as part of a team
responsible for examining outgoing client policy contracts to
ensure it is ready to ship to clients. Per established guidelines,
you will be responsible for officially prepping all contracts to
mail mail. Additional responsibilities: pulling specific Financial
Rep correspondence, handling exceptions, labeling packages and
prepping mail for FedEx Shipments. Above all, you demand excellence
of yourself; you handle tasks with the highest possible degree of
accuracy and discretion. Mail Document Preparation/Classifying
(50%) Responsible for completing document review and audit by
appropriately identifying and pulling financial representative
paper work from contracts Review the work for high priority mail,
and / or claim documents. Ability to recognize and identify
misrouted forms and documents. Organizes the documents according to
guidelines. Responsible for meeting all established service level
agreements. Document Prepping/Support Services/ (25%) Accurately
and consistently scan documents while ensuring high image quality.
Miscellaneous Duties (25%) Including but not limited to the
following duties: Maintenance and shipping of documents to the
Records Center Responding to basic inquiries for rescans and
original documents Requirements: High school or equivalency
required. 1-2 years prior mail handling experience and customer
service experience required. Strong ability to organize and
prioritize work under tight time constraints. High degree of
accuracy; ability to effectively work in a fast paced environment.
Basic PC proficiency required. 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.
Keywords: Monster jobs, Sheboygan , Insurance Document Associate, Legal , Franklin, Wisconsin
