Document Management Specialist – Insurance Operations & Records

Southern Farm Bureau Life Insurance Company; Jackson (MS); On-site; USD 38,000 - 48,000; Full time

Benefits offered by this job

Health Insurance

Wellness program

Weight management

Employee engagement

Annual events

Onsite cafe

Learning & development

Mentorship program

Promotional opportunities

Life insurance

Company pension

Volunteer days

Job summary

Southern Farm Bureau Life Insurance Company is seeking an Associate Document Management Specialist in Jackson, MS. You will support document handling for complex products like conversions, reissues, and annuities, and ensure accurate processing in the policy administration system.

The role requires strong attention to detail, solid typing skills, and ability to work with teams across the home office and agents. Onsite work in Jackson, MS with comprehensive benefits offered.

Qualifications

• High school diploma or GED.
• Associate degree or 3 years of customer service experience.
• Strong written and oral communication skills required.
• Excellent typing: 40+ wpm with 10% or below error rate.
• Basic knowledge of Microsoft Windows.
• Basic knowledge of Adobe PDF files and TIFF formats.
• Ability to multi-task effectively.
• Demonstrates integrity, teamwork and accountability in the workplace.
• 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/descriptions.
• Verify documentation for special projects on the document management system.
• Manage payments and posting of client Premiums and vouchers daily.
• Research referrals from the Document Management Helpdesk.
• Process microfiche/roll film for record retention and other projects.
• Proofread scanned documents for accuracy and correct as needed.
• Assemble contracts and prepare for mailing to agents/clients.
• Communicate guidelines and procedures with agents, sales management and home office staff.
• Update pending records on Ingenium/Caseflow and ensure delivery requirements are met.

Skills

Typing speed

Communication

Multi-tasking

Teamwork

Education

High school diploma/GED

Associate degree

Tools

Microsoft Windows

Adobe PDF

TIFF files

Job description

Southern Farm Bureau Life Insurance Company is seeking an Associate Document Management Specialist in Jackson, MS. You will support document handling for complex products like conversions, reissues, and annuities, and ensure accurate processing in the policy administration system.

The role requires strong attention to detail, solid typing skills, and ability to work with teams across the home office and agents. Onsite work in Jackson, MS with comprehensive benefits offered.