Assoc Insurance Document

Summary

As an Insurance Document Associate, you will work as part of a team responsible for opening evaluating, acknowledging and distributing mail in support of an assigned business unit. You will examine incoming mail to ensure it has reached the correct destination, re-routing any misdirected mail to the proper area. Per established guidelines, you will be responsible for officially identifying/acknowledging receipt of all incoming mail. You will report information to the underwriter, verifying required information and completing associated forms, responsible for identifying when to escalate problems/exceptions to the Team Leader or Manager. Above all, you demand excellence of yourself; you handle tasks with the highest possible degree of accuracy and discretion.

Primary Duties and Responsibilities

• Receiving and slotting mail for distribution

• Sorting and delivering print-outs; FedEX sorting and distribution

• Assisting as needed with Electronic Document Conversion.

• Responsible for completing underwriting and / or claims document review and audit by appropriately identifying and analyzing various types of applications and documents for all product lines by using documented procedures and appropriate job aids.

• Review the work for high priority insurance, mail, and / or claim documents.

• Ability to recognize and identify misrouted forms and documents and routes them appropriately.

• Organizes the documents according to guidelines for the type of product. Identifies and classifies documents and includes generic or custom ID sheets with the document name.

• Prepares the documents for scanning by placing the documents and ID sheets in the correct order and determining the correct scan path.

• Responsible for meeting all established service level agreements.

• Responsible for completing review and audit using criteria for underwriting requirement, post approval and EKG mail, including determining the correct procedure to follow for processing the document and identifying any that are non-efiles or misdirected and forwarding to appropriate business area.

• For check processing, identify and prepare checks by type and deposit 1035 and premium checks to SAMs system, or route to Banking and Cash Management using appropriate guidelines.

• For DI benefits mail, accesses the DI benefits connection function to identify documents as received' and indexes mail as required.

• Analyze and review using knowledge of Northwestern Mutual forms and procedures, underwriting and claims documents and forms images that are auto classified/indexed by the system to identify potential issues/errors.

• Steps include: Selecting batch based on priority; reviewing all pages to ensure the document was classified to the correct document type, policy number and insured name abbreviation and making changes as necessary; deleting blank pages.

• Ability to identify and appropriately index documents that the system cannot identify.

• Assures that all electronic document images are legible and usable for intended purpose and re-scans.

• Review underwriting and claims faxes by accessing the RightFax queue.

• Analyzes and identifies underwriting and claims documents to select the most efficient method of processing.

• Electronically preps the documents by placing them in the correct order using established guidelines.

• Able to identify and handle documents with obvious modifications. Completes the process by classifying, indexing, creating and matching ID sheets with the appropriate fax.

• Responsible for meeting all Service Level Agreements.

• Accurately and consistently scan documents while ensuring high image quality. Responsibilities include: Selecting and scanning using correct scan path; maintaining preventive cleaning on scanners; detecting scanning errors, double feeds and other quality issues; troubleshooting scanner problems.

• Other support services/testing includes: re-scanning documents due to requests from business area or error messages; investigating and researching unidentifiable mail, including determining policy number / claim number and proper disposition for non-E-Files / DI Connection mail; handling original document requests from business area; audit/testing of documents to validate document classification and/or system enhancements/upgrades are accurate and properly functioning.

• Maintenance and shipping of documents to the Records Center

• Opening application, DI Benefits and/or post approval pouch mail

• Responding to basic inquiries for rescans and original documents

• LAN monitoring

• Miscellaneous duties as assigned by Team Leader and/or Manager

Qualifications

• High school or equivalency required.

• 1-2 years prior mail handling experience or customer services experience required.

• Strong ability to organize and prioritize work under tight time constraints.

• High degree of accuracy; ability to effectively work in a fast paced environment.

• Basic PC proficiency required.

• Ability to work independently within established policy standards and procedures.

• Strong team worker with proven ability to work effectively and harmoniously.

• Ability to handle confidential information in a manner consistent with privacy laws and regulations and Northwestern Mutual standards.

• Ability to multi-task, navigate using various systems.

Compensation Range:

Pay Range - End:

We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you're living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more.

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Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.

We're excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.

• Flexible work schedules
• Concierge service
• Comprehensive benefits
• Employee resource groups