Document Specialist

HealthFitness; Lake Forest (IL); On-site; USD 2,342,000 - 3,444,000; Full time

Benefits offered by this job

Health benefits

Dental insurance

Vision insurance

Life insurance

FSA/HSA

401(k)

Job summary

Trustmark in Lake Forest, Illinois, is seeking an detail‑oriented support associate to conduct records searches, verify imaging documents, and process incoming mail and checks. You will create cases in Dynamics, upload to G360, and prepare materials for scanning while collaborating across teams.

The role requires a High School diploma or GED, the ability to meet deadlines, and strong organization. Benefits include health/dental/vision and 401(k) plans.

Qualifications

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

Responsibilities

• Undeliverable checks, policies and mail: research new addresses and determine updates or re-sends.
• Digital correspondence: review images, determine upload type in G360 and create Dynamics cases if needed.
• Incoming paper mail: identify request types and prep for scanning or routing to the appropriate person/team.
• Incoming checks: determine which lockbox to send to based on issuer.
• Refund checks: print refunds, match documentation, scan to G360 and mail.
• Compile documents from G360 to send duplicates and incident summaries.
• Create letters via eCor to mail paper forms requested by Customer Care.
• Update addresses in Dynamics from Address Change cases.
• Rep, scan and index documents in the G360 Imaging system.
• Provide input on process improvement.

Skills

Data entry

Attention to detail

Time management

Organization

Education

High School diploma/GED

Tools

Dynamics

G360 imaging system

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

The compensation range for this role is (based on the corporate location in Lake Forest, Illinois):

$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.