Admin/Clerical - Insurance Document Associate

***Please note, that all applicants applying for US job openings must be legally authorized to work in the United States.***

Our Customer is an American financial services mutual organization based in Milwaukee. The financial security company provides consultation on wealth and asset income protection, education planning, retirement planning, investment advisory services, financial planning trust and private client services, estate planning and business planning. Its products include life insurance, permanent life insurance, disability income, and long-term care insurance; annuities; investments; and investment advisory products and services.

Our customer is looking for a Insurance Document Associate on a contract basis to help support their ongoing business needs. This role is On-site 5 days a week.

Hours: 7:00am - 3:30 M-F in office everyday

Responsibilities:

• 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, responsible for identifying when to raise problems/exceptions to the Team Leader or Manager.
• Receiving and slotting mail for distribution; sorting and delivering print-outs; FedEX sorting and distribution; assisting as needed with Electronic Document Conversion.

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. Responsible for completing review and audit using criteria for underwriting requirement, post approval and EKG mail, including determining the correct procedure to follow for processing the document and identifying any that are non-efiles or misdirected and forwarding to appropriate business area.
• For check processing, identify and prepare checks by type and deposit 1035 and premium checks to SAMs system, or route to Banking and Cash Management using appropriate guidelines.
• For DI benefits mail, accesses the DI benefits connection function to identify documents as ‘received’ and indexes mail as the need arises.

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.
• 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.

Qualifications

• Ability to lift 20lbs
• Ability to work with a team. Attention to detail. May work under pressure at times
• accurate and efficient processing
• a fast pace worker

We offer a competitive salary range for this position. Most candidates who join our team are hired at the median of this range, ensuring fair and equitable compensation based on experience and qualifications.

Contractor benefits are available through our 3rd Party Employer of Record (Available upon completion of waiting period for eligible engagements) Benefits include: Medical, Dental, Vision, 401k.

An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.