Document Specialist

Trustmark; Chicago (IL); In loco; USD 23.000 - 34.000; Tempo pieno

Vantaggi offerti da questo lavoro

Health/dental/vision

Life insurance

FSA/HSA

401(k) plan

Wellness program

Employee Assistance Program

Descrizione del lavoro

Trustmark is seeking a detail-oriented data processing professional to handle mail and document management across multiple systems. You will verify documents, scan incoming mail, and create cases in Dynamics while maintaining strict production standards.

Key tasks include reviewing undeliverable mail, routing checks, and preparing materials for scanning and emailing policy summaries. A high school diploma and proficiency with Word/Excel are preferred.

Competenze

• High School diploma or GED required.
• Ability to meet deadlines in a production/quality-focused environment.
• Must be organized and detail oriented.
• Experience with Word and Excel preferred.

Mansioni

• Undeliverable Checks, Policies and Mail – research for new addresses and determine mail status.
• Digital Correspondence – review images and decide on uploading to G360 and Dynamics.
• Incoming Paper Mail – review types and prep to scan to G360 or to the right recipient.
• Incoming Checks – determine lockbox routing based on the sender.
• Refund Checks – print refunds, verify documentation, and scan/mail.
• Compile documents from G360 to send out Duplicate Policies.
• Encrypt documents from G360 to email Accident Policy Summaries.
• Use eCor to create letters for paper Form requests.
• Update Dynamics addresses from Address Change cases.
• Scan and index documents in the G360 Imaging system and suggest process improvements.

Conoscenze

Deadline-driven

Detail-oriented

Word

Excel

Formazione

High School diploma/GED

Descrizione del lavoro

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.

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

The compensation range for this role is (based on the corporate location in Lake Forest, Illinois): $17.04 - $24.61 per hour.

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
• many health and wellness initiatives

We also offer a Wellness program that enables employees to participate in health initiatives to reduce their insurance premiums.

For questions about compensation and benefits, please speak to the Recruiter if you decide to apply and are selected for an interview.

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.

Join a passionate and purpose-driven team of colleagues who contribute to Trustmark's mission of helping people increase wellbeing through better health and greater financial security.

At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive.

Flourish in a culture where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves.

Introduce yourself to our recruiters and we'll get in touch if there's a role that seems like a good match.

When you join Trustmark, you become part of an organization that makes a positive difference in people's lives.

You will play a vital role in delivering on our mission of helping people increase wellbeing through better health and greater financial security.

Our customers tell us they simply appreciate the personal attention and knowledgeable service.

Others tell us we've changed their lives.

At Trustmark, you'll be part of a close-knit team.

You'll enjoy abundant opportunities to grow your career.

That's why so many of our associates stay at Trustmark and thrive.

Trustmark benefits from more than 100 years of experience but pairs that rich history with a palpable sense of optimism, growth and excitement for what's ahead - and beyond.

This is a place where associates bring their whole selves to work each day.

A place where you can be yourself.

Whatever your beyond is, you can achieve it at Trustmark.