Document Specialist

Trustmark Services Company; Lake Forest (IL); On-site; USD 23,000 - 33,000; Full time

Benefits offered by this job

Health/dental/vision

Life insurance

FSA and HSA

401(k) plan

Employee Assistant Program

Back-up Care for Children, Adults andE

Wellness program

Job summary

Trustmark is seeking a detail-oriented records processing specialist in Lake Forest, IL to manage incoming mail, scans, and data entry across multiple systems.

You will review correspondence, determine routing, and ensure accurate entry into Dynamics and G360 while supporting a high-quality, timely workflow.

Qualifications

• High School diploma/GED required.
• Must be organized and detail oriented.
• Ability to meet deadlines.
• Experience with Word and Excel preferred.

Responsibilities

• Undeliverable Checks, Policies and Mail – research for new addresses and determine updates.
• Digital Correspondence – review images and classify uploads to G360 or create Dynamics cases as needed.
• Incoming Paper Mail – identify request types and prep to scan to G360 or forward to the appropriate team.
• Incoming Checks – determine the correct lockbox path for processing.
• Refund Checks – print and match with documentation, then scan to G360.
• Compile documents from G360 to send out duplicate policies.
• Compile and encrypt documents from G360 to email accident policy summaries.
• Update address in Dynamics from Address Change cases.
• Scan and index documents in the G360 Imaging system.
• Provide input on process improvement.

Skills

MS Word

Excel

Attention to detail

Time management

Education

High School diploma/GED

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 roleConducts 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 AccountabilitiesUndeliverable 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 systemProvide input on process improvementMinimum RequirementsHigh School diploma/GEDAbility to meet deadlines.Ability to work in an environment that requires meeting standards of production & quality.Must be organized and detail oriented.PreferredExperience in WORD and ExcelThe compensation range for this role is (based on the corporate location in Lake Forest, Illinois):$17.04 - $24.61 per hourThe 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: TrustmarkIn 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. 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.