Document Specialist

Trustmark Services Company; Lake Forest (IL); On-site; USD 23,000 - 34,000; Full time

Benefits offered by this job

Health/dental/vision

Life insurance

FSA/HSA

401(k)

Employee assistance program

Back-up care

Wellness program

Job summary

Trustmark is seeking a detail‑oriented data entry associate in Lake Forest, IL to support Customer Promise, New Business and Billing. You will review mail, scan documents, create cases in Dynamics, and route tasks across teams to ensure accurate processing.

Qualification includes a High School diploma, proficiency in Word/Excel, and the ability to meet deadlines. The role offers a competitive hourly salary and benefits.

Qualifications

• High School diploma or GED required.
• Ability to meet deadlines and maintain quality standards.
• Organized and detail oriented.
• Preferred experience with Word and Excel.

Responsibilities

• Research undeliverable checks and update addresses as needed.
• Review and route incoming mail to the appropriate team and system.
• Identify mail types for scanning to G360 or forwarding to the right recipient.
• Determine which lockboxes to send checks to or to Treasury.
• Print and verify refund checks, scan docs, and mail as required.
• Index and encrypt documents in the G360 Imaging system.
• Update Dynamics with address changes and assist process improvements.

Skills

Word

Excel

Attention to detail

Time management

Education

High School diploma/GED

Tools

Dynamics

G360 Imaging

MS Word

MS Excel

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

Benefits

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.

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. 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.