Admin/Clerical - Insurance Document Associate

The Mom Project; Milwaukee (WI); On-site; USD 21,000 - 30,000; Part time

Benefits offered by this job

Medical benefits through Employer of 2

401k/retirement plan

Job summary

Northwestern Mutual in Milwaukee is seeking an Insurance Document Associate on a contract basis to support underwriting and claims document handling. This on-site role runs 7:00 AM - 3:30 PM and requires careful mail processing, file review, and adherence to procedures.

The position emphasizes accuracy, discretion, and the ability to coordinate documents across product lines. Prior mail handling or customer service experience is preferred; lifting 15–20 lbs is expected.

Qualifications

• High school diploma required; 1–2 years mail handling or customer service experience preferred.
• Strong accuracy and ability to meet SLAs.
• Ability to lift 15-20 lbs.

Responsibilities

• Open, evaluate, acknowledge and distribute mail.
• Examine incoming mail and re-route as necessary.
• Identify receipt and route to appropriate area.
• Support underwriter with required information and forms.
• Prepare mail for scanning and maintain correct order.
• Meet established service level agreements.
• Review and audit documents for underwriting and claims.
• Process checks and deposits where applicable.
• Coordinate and ship documents to Records Center and related tasks.
• Respond to basic inquiries for rescans and original documents.

Skills

Mail handling

Time management

Attention to detail

Privacy/compliance

Multi-tasking

Independent work

Team player

Basic PC skills

Education

High school diploma or equivalent

Job description

Northwestern Mutual Job Description Template

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 100% On Site 7:00 AM - 3:30 PM.

Responsibilities

• Opening evaluating, acknowledging and distributing mail in support of an assigned business unit.
• You will examine incoming mail to ensure it has reached the accurate destination, re-routing any misdirected mail to the accurate area.
• Per established guidelines, 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.
• Above all, you demand excellence of yourself; you handle tasks with the highest possible degree of accuracy and discretion.
• 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
• 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

Qualifications

• 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
• Ability to multi-task, navigate using various systems.
• Must be able to lift 15-20lbs consistently.

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.