Associate Document Management Specialist

SFBLI; Jackson (MS); Vor Ort; USD 38.000 - 62.000; Vollzeit

Benefits dieser Stelle

Health Insurance

Onsite Cafe

Tuition reimbursement

Paid time off for volunteering

Life Insurance and Pension

Zusammenfassung

Southern Farm Bureau Life Insurance is seeking an Associate Document Management Specialist in Jackson, MS.

You will support document management tasks, processing, indexing, and contract assembly while ensuring accuracy and compliance. The role emphasizes teamwork, strong communication, and attention to detail in handling sensitive financial documents.

Qualifikationen

• High school diploma or GED required.
• Associate degree or 3 years in a customer service environment.
• Strong written and oral communication skills.
• Excellent typing skills (40+wpm) with <=10% error.
• Basic knowledge of Microsoft Windows, Adobe PDF files and TIFF files.
• Ability to work in a team and meet organizational goals.

Aufgaben

• Enter applications and processing requests into the Policy Administration System and resolve discrepancies.
• Index documents with keywords/descriptions.
• Verify documentation for projects on the document management system.
• Handle money management for premiums and balance cash with vouchers.
• Process referrals from the Document Management Helpdesk.
• Process microfiche/roll film for record retention projects.
• Proof scanned documents for accuracy and corrections.
• Assemble contracts and prepare for mailing to agents/clients.
• Communicate with agents and home office personnel on guidelines.
• Update pending records on Ingenium/Caseflow and ensure proper signing/dating.

Kenntnisse

Strong communication

Typing 40+ wpm

Teamwork

Customer service

Ausbildung

High school diploma/GED

Associate degree or 3 years customer service experience

Tools

Microsoft Windows

Adobe PDF

TIFF files

Jobbeschreibung

Associate Document Management Specialist

Job Category: Document Management

Requisition Number: ASSOC002093

• Posted : October 29, 2026
• Full-Time

Locations

Showing 1 location

Home Office
Jackson, MS 39213, USA

Description

Job Opportunity: Associate Document Management Specialist at Southern Farm Bureau Life InsuranceCompany

Company Overview:Southern Farm Bureau Life Insurance is a leading provider of life insurance and financial services. We are committed to serving our policyholders and communities with integrity and excellence. As the Associate Document Management Specialist, you’ll be an essential part of our team, contributing to the success of our organization.

Location:Jackson, MS

Role and Responsibilities: The Associate Document Management Specialist provides specialized knowledge working with complex products such as conversion/reissues and annuities to support Document Management.

Your responsibilities will include:

• 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, and home office personnel in regard 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 in force status when requirements are met.

Qualifications:

• High school diploma/GED
• Associate degree or 3 years of experience in a customer service related environment
• Strong written and oral communication skills, required
• Excellent typing skills (40+wpm) with a 10% or below error ratio
• Basic knowledge of Microsoft Windows
• Basic knowledge of Adobe PDF files and Tiff files
• Ability to function effectively in the workplace as exhibited through one's integrity, courage to act and communication skills
• Ability to work with others effectively as exhibited through one's respect for people and commitment to teamwork
• Ability to meet organizational goals and customer expectations as exhibited through one's accountability for results, commitment to service and initiative
• Ability to perform the essential functions of the job as exhibited through one's growth in job knowledge and professional development

Employee Benefits:We value our employees’ well-being and offer a comprehensive benefits package:

• Health Insurance:
  • Comprehensive coverage for employees and their families.
  • Access to an onsite clinic, preventive care, and prescription drugs.
  • Mental health coverage and an Employee Assistance Program.
• Active Lifestyle Rewards Program:
  • Incentives for maintaining an active lifestyle.
  • Rewards for participating in fitness challenges and wellness activities.
• Weight Management Programs:
  • Customized weight management plans.
  • Support for achieving and maintaining a healthy weight.
• Employee Engagement:
  • Opportunities to connect with colleagues.
  • Fun teambuilding activities.
• Annual events for employees and their families
  • Company Picnic, Thanksgiving lunch, Christmas Reception.
  • Family Fun Night
• Onsite Cafe:
  • Convenient access to nutritious meals.
  • Promoting healthy eating habits.
• Learning & Development:
  • Continuous learning opportunities.
  • Tuition reimbursement for further education.
• Pairing employees with mentors.
• Professional growth and guidance.
• Promotional Opportunities:
  • Advancement within the company.
  • Career growth prospects.
• Life Insurance and Company-Funded Pension:
  • Financial security for employees and beneficiaries.
  • Retirement planning.
• Paid time off for volunteering.
• Contributing to the community.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.