Document Specialist

Trustmark; Chicago (IL); On-site; USD 23,000 - 33,000; Full time

Benefits offered by this job

Health insurance

401(k) plan

Dental & vision coverage

Life insurance

Employee wellness program

Job summary

Trustmark is seeking a detail-oriented team member to join our Customer Promise, New Business and Billing operations in Chicago. You will handle mail, scan and upload documents, verify data, and create cases in Dynamics.

The role requires accuracy, organization, and adherence to production and quality standards while supporting process improvements. Responsibilities include reviewing undeliverable mail, processing checks, and indexing documents in G360.

Qualifications

• High School diploma or GED.
• Ability to meet deadlines.
• Work environment with production and quality standards.
• Must be organized and detail oriented.

Responsibilities

• Search company records for requested information.
• Verify document acceptability for imaging.
• Receive and route incoming mail and scan/upload to systems.
• Create Dynamics cases and process undeliverable mail.
• Manage checks and refunds workflow across lockboxes and billing.
• Index and encrypt documents in G360; prepare to email Accident Policy Summaries.
• Update addresses in Dynamics; support process improvement.

Skills

Deadline-driven

Detail-oriented

Organized

Microsoft Word

Microsoft Excel

Education

High School diploma/GED

Tools

Dynamics

G360 Imaging

eCor

Job description

Trustmark's mission is to improve wellbeing - for everyone. It is a mission grounded in a belief in equality and born from our caring culture. It is a culture we can only realize by building trust. Trust established by ensuring associates feel respected, valued and heard. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture of diversity and inclusion where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves. At Trustmark, we have a commitment to welcoming people, no matter their background, identity or experience, to a workplace where they feel safe being their whole, authentic selves. A workplace made up of diverse, empowered individuals that allows ideas to thrive and enables us to bring the best to our colleagues, clients and communities.

About The Role

Conducts searches of company records for requested information. Verifies the acceptability of documents stored for imaging. Receives incoming paper and digital mail for Customer Promise, New Business and Billing. Scans or Uploads incoming mail to also create cases in Dynamics. Receives undeliverable mail for all areas of VB division. Works within and across multiple websites and systems to extract and input data. At first work will be reviewed by supervisor Or team leader.

Key Accountabilities

• Undeliverable Checks, Policies and Mail - Research for new addresses, determine if address should be updated or not and if mail should be resent or not.
• Digital Correspondence- Reviews images from lockbox correspondence, faxability and emails. Determine whether the mail type should be uploaded to G360 without creating Dynamics cases or upload to G360 under the correct mail types to creates cases in Dynamics.
• Incoming Paper Mail - Review and identify the type of requests for multiple team's incoming paper mail. Based on the type of mail/request, prep to scan to G360 or scan at the copy machine to send to a particular person/team.
• Incoming Checks - Review and determine which of the three lockboxes which we send to or to Treasury based on who the check is received from.
• Refund Checks - using CBS, print refund checks from the Billing team. Print documentation, match check with documentation, have all scanned to G360 then type labels and mail.
• Compile documents from G360 to send out Duplicate Policies.
• Compile and encrypt documents from G360 to email Accident Policy Summaries.
• Using eCor, create letters to send out paper versions of Forms that are request from Customer Care.
• Update address in Dynamics from Address Change cases.
• rep, Scan and/or Index documents in the G360 Imaging system
• Provide input on process improvement

Minimum Requirements

• High School diploma/GED
• Ability to meet deadlines.
• Ability to work in an environment that requires meeting standards of production & quality.
• Must be organized and detail oriented.

Preferred

• Experience in WORD and Excel

$17.04 - $24.61 per hour

The final salary offer will be determined based on factors such as location, qualifications, experience, skill set, and other relevant factors. This position may also be eligible for bonus. We understand that compensation is an important factor when considering a new opportunity, and we strive to provide a competitive salary within the market.

Brand: Trustmark

In addition to compensation, we offer a comprehensive benefits package that includes: Health/dental/vision, life insurance, FSA and HSA, 401(k) plan, Employee Assistant Program, Back-up Care for Children, Adults and Elders and many health and wellness initiatives. We also offer a Wellness program that enables employees to participate in health initiatives to reduce their insurance premiums.

Trustmark is committed to leveraging the talent of a diverse workforce to create great opportunities for our people and our business. We are an equal opportunity employer, including disability and protected veteran status.