Associate Document Management Specialist Job at Southern Farm Bureau Life Insurance Co.
Our Document Management department is looking for an Associate Document Management Specialist to provide specialized knowledge working with complex products such as conversion/reissues and annuities to support Document Management.
The qualifications are:
- Associate degree or 3 years of experience in a customer service related environment
- Basic Windows knowledge
- Strong organizational skills
- Strong communication skills, both oral and written
The role responsibilities are:
- Perform all tasks necessary to ensure that applications and requests for processing are accurately entered into the Policy Administration System and resolve any discrepancies.
- Index documentation with appropriate keywords and/or descriptions.
- Verify that documentation for special projects are present and accurate on document management system.
- Perform required money management for initial/subsequent premiums, balance cash with application vouchers, determine discrepancies and make necessary corrections for daily operations to ensure proper posting of client payments.
- Research and take appropriate action for referrals received through the Document Management Helpdesk.
- Process microfiche/roll film for record retention project and any other special projects.
- Proof scanned documents for accuracy and make any necessary corrections.
- Contract assembly which requires the checking of all forms necessary for a complete contract, binding the contract, and preparing for mailing to the agent or client. Overnight contracts as requested by agents.
- Communicate with agents, sales management, home office personnel in regards to guidelines and procedures.
- Process receipt of delivery requirements, make needed changes on the pending record on Ingenium/Caseflow and ensure forms are correctly signed/dated for delivery pending contracts and placing the file in an inforce status when requirements are met.
At Southern Farm Bureau Life Insurance Company, our Mission is to be the life insurance company of choice for our Farm Bureau family. Our focus is to provide competitive products and superior customer service to our Farm Bureau policyholders and agents, while observing the highest ethical standards. Southern Farm Bureau Life Insurance Company continues to build on over 75 years of success with an outlined strategic vision, defined core values and above all, our employees. Our Company strives to provide a workplace with an outstanding culture, focusing on the development, growth and engagement of its employees.
We are looking for candidates who model our Company’s Core Values which are:
- COMMITMENT TO SERVICE - recognizes that serving our agents, policyholders, and employees is the foundation of our success
- RESPECT FOR PEOPLE - values individual’s unique talents, backgrounds, and experiences
- INTEGRITY- upholds the highest ethical standards in all of their actions
- ACCOUNTABILITY FOR RESULTS - commits to getting the job done by taking ownership of their work
- COMMITMENT TO TEAMWORK - understands, appreciates, and respects each individual's roles on their teams
- COURAGE TO ACT - acts in the best interest of the Company
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