Admin/Clerical - Insurance Document Associate

BBG Ventures, LLC; Milwaukee (WI); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Medical insurance

Dental coverage

Vision benefits

401k

Job summary

Northwestern Mutual is seeking an Insurance Document Associate on a contract basis in Milwaukee. The role involves opening, evaluating, and routing mail, supporting underwriting and claims document processing, and ensuring accuracy with strict adherence to procedures.

Responsibilities include coordinating document flow, reviewing high-priority insurance documents, and maintaining compliance with privacy regulations.

Qualifications

• High school or equivalency required.
• 1-2 years prior mail handling or customer services experience required.
• Strong ability to coordinate and prioritize work under tight time constraints.
• High degree of accuracy; fast-paced environment.
• Basic PC proficiency.
• Ability to work independently within policy and procedures.
• Strong team worker with collaborative skills.
• Ability to handle confidential information in privacy-compliant manner.
• Ability to multi-task across systems.
• Must be able to lift 15-20 lbs consistently.

Responsibilities

• Open, evaluate, acknowledge and distribute mail for an assigned business unit.
• Examine incoming mail for correct destination and re-route misdirected items.
• Identify/acknowledge receipt of all incoming mail.
• Report information to the underwriter and complete required forms.
• Sort, slot, and ship mail; assist with Electronic Document Conversion.
• Meet service level agreements and ensure accurate processing of documents.
• Review underwriting and claims documents for accuracy and compliance.
• Prepare documents for scanning and ensure correct order.

Skills

Mail handling

Documentation review

Coordination & prioritization

Attention to detail

Confidential information handling

Independent work

Team player

Multi-tasking

Lifting 15-20 lbs

Education

High school or equivalency

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 an 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.