Document Processing Specialist (Franklin, WI)

BBG Ventures, LLC; Franklin (WI); On-site; USD 19,000 - 25,000; Full time

Benefits offered by this job

Medical

Dental

Vision

401k

Job summary

BBG Ventures, LLC in Milwaukee is seeking a Document Processing Specialist on a contract basis to support contract preparation and distribution for a financial services client in Franklin, WI. On-site, Monday–Friday 7:00 a.m.

to 3:30 p.m., this role emphasizes accuracy and regulatory compliance. Responsibilities include verifying addresses and policy details, producing shipping labels, processing returns, and coordinating with cross-functional teams to improve workflows.

Qualifications

• High level of accuracy and attention to detail.
• Proficiency in data entry and management systems.
• Basic understanding of postal procedures and shipping protocols.
• Strong organizational and multitasking abilities.
• Effective communication skills within a corporate environment.

Responsibilities

• Verify shipping label information (policy/contract/recipient) accuracy and match with internal records.
• Attach shipping labels to USPS envelopes securely.
• Insert contracts into envelopes per standards.
• Perform quality checks on document assembly to prevent errors.

Skills

Attention to detail

Data entry

MS Office

Organizational skills

Independent worker

Team collaboration

Education

High school diploma or equivalent

Tools

MS Office Suite

Job description

• 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 a Document Processing Specialist on a contract basis to help support their ongoing business needs. This role is on-site in Franklin, WI, Monday - Friday from 7 am - 3:30 pm.

As an Document Processing Specialist, you will work as part of a fast-paced team that is critical to ensuring the accuracy and efficiency of contract preparation and distribution. You will be responsible for the information validation, addressing, packaging and mailing of insurance policies and contracts to clients. Per established guidelines, you will verify shipping addresses, create shipping labels, validate customer information and ensure clients receive their regulatory required documentation accurately and timely. This role requires exceptional and unwavering attention to detail as this is a vital role that helps maintain regulatory compliance and uphold the client experience. Additionally, this position involves ongoing collaboration with cross-functional teams to streamline workflows and implement process improvements for enhanced operational efficiency. All tasks must be handled with the highest degree of accuracy and discretion.

Responsibilities

Document Verification

• Ensure shipping label information, including policy number, contract number, and recipient details, is accurate and matches internal records.
• Affix shipping labels to USPS envelopes securely.
• Insert contracts into envelopes according to standards.
• Conduct quality checks on document assembly to prevent errors in final output.

Label Production and Verification

• Generate contract shipping labels using the Dashboard data management system.
• Confirm that label details (address, owner's name) correspond with company data records.
• Utilize automated tools to cross-reference label data with multiple databases for added verification.

Field Requests and Exception Management

• Process field requests to release, hold, or destroy contracts based on established guidelines.
• Investigate and resolve issues related to scanning discrepancies.
• Coordinate with App Input for address verification and research assignments.
• Escalate complex exceptions to senior management and track resolution timelines.

Returns Processing

• Record reasons for returned contracts in data systems, including Dashboard and Return Spreadsheet.
• Create shipping labels for handled holds and returns.
• Analyze return patterns to identify recurring issues and recommend preventive measures.

Organizational and Logistical Duties

• Sort contracts into designated Network Office number boxes.
• Manage daily transport of Network Office boxes to ensure labeling accuracy by scan and ship date.
• Facilitate setup and labeling of new Network Office boxes.
• M onitor inventory levels of shipping materials and coordinate with procurement for timely replenishment.

Additional Responsibilities

• Process policy modifications as needed.
• Maintain and restock supplies, including USPS bins and folders.
• Assist in training junior associates on document handling procedures.
• Participate in audits to ensure compliance with regulatory standards in contract management.

Qualifications

• High level of accuracy and attention to detail.
• Proficiency in data entry and management systems.
• Basic understanding of postal procedures and shipping protocols.
• Strong organizational and multitasking abilities.
• Effective communication skills within a corporate environment.
• Problem-solving skills to analyze and address discrepancies.
• Familiarity with digital tools such as Microsoft Office Suite or similar software for reporting and tracking.
• Ability to work independently while contributing to team objectives.
• High school diploma or equivalent.
• 1-2 years prior mail handling experience or customer services experience required.
• Strong ability to organize and prioritize work under tight time constraints.
• High degree of accuracy; ability to effectively 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 harmoniously.
• Ability to handle confidential information in a manner consistent with privacy laws and regulations

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

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.