Associate Document Management Specialist

Southern Farm Bureau Life Insurance Company; Jackson (MS); On-site; USD 38,000 - 52,000; Full time

Benefits offered by this job

Health Insurance

Onsite Clinic

Tuition Reimbursement

Annual Company Events

Mentorship Program

Promotional Opportunities

Life Insurance

Pension Plan

Volunteer Days

Onsite Café

Job summary

Southern Farm Bureau Life Insurance Company in Jackson, MS seeks an Associate Document Management Specialist to support complex product documentation and policy administration processes. You will index, verify, and process documents, manage premiums, and coordinate with agents and home office staff to ensure timely, accurate contract fulfillment.

The role emphasizes accuracy, multi-tasking, teamwork, and strong communication, with opportunities for professional development and internal

Qualifications

• High school diploma or GED is required.
• Associate degree or 3 years of customer service experience.
• Strong written and oral communication skills.
• Typing speed of 40 wpm with a 10% or below error.
• Basic knowledge of Microsoft Windows.
• Basic knowledge of Adobe PDF files and TIFF files.
• Multi-tasking skills in a fast-paced environment.
• Ability to work well with others with integrity and teamwork.
• Ability to meet organizational goals and customer expectations.
• Growth in job knowledge and professional development.

Responsibilities

• Enter applications and processing requests accurately in the Policy Administration System.
• Index documents with keywords and descriptions.
• Verify documentation for special projects on the document management system.
• Process money management for premiums and reconcile cash with vouchers.
• Research referrals from the Document Management Helpdesk.
• Process microfiche/roll film for record retention and other projects.
• Proofread scanned documents and correct errors.
• Assemble contracts, bind and mail to agents or clients.
• Communicate guidelines with agents, sales management, and home office staff.
• Update delivery requirements and ensure forms are signed and filed as in-force.

Job description

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

Company

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
• Multi-tasking skills required
• 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:

• 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.
• Mentorship Programs:
  • 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.
• Volunteer Days:
  • Paid time off for volunteering.
  • Contributing to the community.