Insurance Document Operations Specialist

Tier4 Group; Milwaukee (WI); On-site; USD 32,000 - 42,000; Full time

Job summary

Tier4 Group in Franklin, WI is seeking an Insurance Document Associate to support the document operations team. You will open, review, and route mail, classify insurance and claims documents, and help ensure accurate processing across business units.

You will handle scanning, indexing, quality checks, fax processing, and occasional system testing, contributing to timely, accurate movement of critical insurance documents.

Qualifications

• High school diploma or equivalent.
• 1–2 years of prior mail handling or customer service experience.
• Strong organizational skills and the ability to prioritize under tight deadlines.
• High accuracy and strong attention to detail.
• Ability to work effectively in a fast-paced environment.
• Basic PC proficiency.
• Ability to work independently while following established procedures.
• Strong collaboration and team orientation.
• Ability to handle confidential information appropriately.
• Ability to lift 15–20 lbs regularly.
• Must meet fingerprinting requirements (non-registered role).

Responsibilities

• Open, review, acknowledge, and distribute incoming mail.
• Confirm documents reach destination and reroute when necessary.
• Follow guidelines to identify/acknowledge all incoming documents.
• Report required information to underwriters and elevate issues when needed.
• Sort and distribute print-outs and FedEx deliveries.
• Assist with electronic document conversion.
• Review and classify various insurance, underwriting, and claims documents.
• Identify misrouted forms and route them correctly.
• Prepare documents for scanning using established standards.
• Process check handling steps and router appropriately.
• Index DI benefits mail and update internal systems accordingly.
• Review image files for accuracy, classification, and completeness.
• Update document type, policy numbers, and insured identifiers as needed.
• Remove blank or unnecessary pages.
• Handle documents the system cannot auto-classify; request re-scans.
• Ensure legibility and request re-scans as needed.
• Review underwriting and claims faxes.
• Prep, classify, index, and match ID sheets for faxed documents.
• Perform accurate scanning using the appropriate scan paths.
• Conduct routine scanner cleaning and troubleshooting.
• Re-scan documents as requested.
• Research unidentifiable mail and resolve missing policy or claim numbers.
• Handle original document requests; participate in audits or testing.
• Ship and maintain documents for Records Center.
• Process DI Benefits and post‑approval pouch mail.
• Respond to requests for original documents and re-scans.
• Perform LAN monitoring; complete other duties as assigned by leadership.

Skills

Mail handling

Document management

Attention to detail

Organizational skills

Team collaboration

Confidential information handling

Ability to lift 15–20 lbs

Fingerprinting requirements

Education

High school diploma or equivalent

Job description

Tier4 Group in Franklin, WI is seeking an Insurance Document Associate to support the document operations team. You will open, review, and route mail, classify insurance and claims documents, and help ensure accurate processing across business units.

You will handle scanning, indexing, quality checks, fax processing, and occasional system testing, contributing to timely, accurate movement of critical insurance documents.