Insurance Document Associate (Franklin, WI)

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 an Insurance Document Associate on a contract basis to help support their ongoing business needs. This role will be focused on accuracy, timeliness, and quality of document processing systems. This role is on-site in Franklin, WI.

Responsibilities:

• Send out all insurance contracts with a high level of accuracy
• Separate FR (Field Representative) pages and process incoming FR requests
• Manage multiple document requests, including pulling records and shipping contracts
• Handle special projects requiring FedEx or other special-handling procedures
• Perform a combination of office and production work related to contract processing
• Ensure quality control as the final checkpoint before documents are delivered to customers
• Maintain timely and accurate contract processing and mail handling workflows

Qualifications

• Strong attention to detail
• Positive and professional attitude
• Ability to coach and provide guidance when needed
• Ability to manage multiple requests with accuracy and consistency

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.