Document Management Associate: Policy & Records

Southern Farm Bureau Life Insurance Company; Lakeover (MS); On-site; USD 40,000 - 50,000; Full time

Benefits offered by this job

Health Insurance

Onsite clinic

Tuition reimbursement

Employee engagement

Job summary

Southern Farm Bureau Life Insurance Company is seeking an Associate Document Management Specialist in Jackson, MS. You will handle document management tasks related to policies, conversions, and annuities, ensuring accurate data entry and timely processing.

The role involves detailed document indexing, contract assembly, and collaboration with agents and home office to follow guidelines and deliver accurate results.

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 with integrity and communication skills
• Ability to work with others effectively as teamwork
• Ability to meet organizational goals and customer expectations

Responsibilities

• Enter applications and processing requests into the Policy Administration System and resolve discrepancies.
• Index documents with keywords or descriptions.
• Verify documentation for special projects on the document management system.
• Process premiums and balance cash with vouchers; resolve discrepancies.
• Research referrals via the Document Management Helpdesk.
• Process microfiche/roll film for retention projects.
• Proof scanned documents for accuracy and corrections.
• Assemble contracts and mail to agents or clients; arrange overnight contracts.
• Communicate with agents, sales management, and home office on guidelines and procedures.
• Update pending records in Ingenium/Caseflow and ensure in-force status.

Skills

Strong written and oral communication

Typing 40+ WPM

Windows basics

Adobe PDF / TIFF basics

Teamwork / collaboration

Accountability / initiative

Education

Associate degree

Customer service experience (3 years)

Tools

Ingenium/Caseflow

Microsoft Windows

Job description

Southern Farm Bureau Life Insurance Company is seeking an Associate Document Management Specialist in Jackson, MS. You will handle document management tasks related to policies, conversions, and annuities, ensuring accurate data entry and timely processing.

The role involves detailed document indexing, contract assembly, and collaboration with agents and home office to follow guidelines and deliver accurate results.