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 focus on accuracy, timeliness, and quality of document workflows and mail processing. This role is on-site in Franklin, WI.

Responsibilities:

• Send out all insurance contracts with accuracy and completeness
• Separate FR (Field Representative) pages and process requests from FRs
• Manage multiple document-related requests, including pulling requests and shipping out contracts
• Handle special projects, including those requiring FedEx or special-handling procedures
• Perform production and office tasks related to contract processing and mail handling
• Ensure accuracy and quality control as the final checkpoint before documents reach customers
• Maintain a timely workflow and support overall contract processing efficiency

Qualifications

• 1-2 years of prior mail handling experience or customer service experience required.
• Strong attention to detail and accuracy
• Positive and professional attitude
• Ability to coach and provide guidance when needed
• Reliable and organized with the ability to manage multiple tasks in a back-office environment

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.