Associate Document Management Specialist

Southern Farm Bureau Life Insurance is a leading provider of life insurance and financial services, committed to serving policyholders and communities with integrity and excellence.

About the role

The Associate Document Management Specialist provides specialized knowledge working with complex products such as conversion/reissues and annuities to support Document Management.

Responsibilities

• Perform all tasks necessary to ensure that applications and requests for processing are accurately entered into the Policy Administration System and resolve any discrepancies.
• Index documentation with appropriate keywords and/or descriptions.
• Verify that documentation for special projects is present and accurate on the document management system.
• Perform required money management for initial/subsequent premiums, balance cash with application vouchers, determine discrepancies, and make necessary corrections for daily operations to ensure proper posting of client payments.
• Research and take appropriate action for referrals received through the Document Management Helpdesk.
• Process microfiche/roll film for record retention projects and other special projects.
• Proof scanned documents for accuracy and make any necessary corrections.
• Contract assembly, which includes checking all forms necessary for a complete contract, binding the contract, and preparing it for mailing to the agent or client. Handle overnight contracts as requested by agents.
• Communicate with agents, sales management, and home office personnel regarding guidelines and procedures.
• Process receipt of delivery requirements, make needed changes on the pending record in Ingenium/Caseflow, ensure forms are correctly signed/dated for delivery pending contracts, and place the file in an in-force status when requirements are met.

Requirements

• High school diploma/GED
• Associate degree or 3 years of experience in a customer service-related environment
• Strong written and oral communication skills
• Excellent typing skills (40+ wpm) with a 10% or below error ratio
• Basic knowledge of Microsoft Windows
• Basic knowledge of Adobe PDF files and TIFF files
• Multi-tasking skills
• Ability to function effectively in the workplace as exhibited through integrity, courage to act, and communication skills
• Ability to work with others effectively as exhibited through respect for people and commitment to teamwork
• Ability to meet organizational goals and customer expectations as exhibited through accountability for results, commitment to service, and initiative
• Ability to perform the essential functions of the job as exhibited through growth in job knowledge and professional development

Benefits

• Health Insurance: Comprehensive coverage for employees and their families, including access to an onsite clinic, preventive care, prescription drugs, mental health coverage, and an Employee Assistance Program.
• Active Lifestyle Rewards Program: Incentives for maintaining an active lifestyle, including rewards for participating in fitness challenges and wellness activities.
• Weight Management Programs: Customized weight management plans and support for achieving and maintaining a healthy weight.
• Employee Engagement: Opportunities to connect with colleagues through fun team-building activities and annual events for employees and their families (e.g., Company Picnic, Thanksgiving lunch, Christmas Reception, Family Fun Night).
• Onsite Café: Convenient access to nutritious meals, promoting healthy eating habits.
• Learning & Development: Continuous learning opportunities, tuition reimbursement for further education, and mentorship programs pairing employees with mentors for professional growth and guidance.
• Promotional Opportunities: Advancement within the company and career growth prospects.
• Life Insurance and Company-Funded Pension: Financial security for employees and beneficiaries, including retirement planning.
• Volunteer Days: Paid time off for volunteering and contributing to the community.