Document Processing Coordinator (Franklin, WI)

About the role

Our Customer is an American financial services mutual organization based in Milwaukee. The financial security company provides consultation on wealth and asset income protection, education planning, retirement planning, investment advisory services, financial planning trust and private client services, estate planning and business planning. Its products include life insurance, permanent life insurance, disability income, and long-term care insurance; annuities; investments; and investment advisory products and services. Our customer is looking for a Post Approval Coordinator on a contract basis to help support their ongoing business needs.

Responsibilities

• Obtain required forms and supporting documents for post-approval policy processing.
• Review documents for completeness, accuracy, and good order.
• Confirm that the appropriate forms have been submitted.
• Identify missing, incomplete, or incorrect information and communicate next steps by email.
• Prepare eligible documents and forms for electronic signature through DocuSign.
• Manage assigned cases and monitor outstanding documentation requirements.
• Respond to status inquiries from field partners and internal business areas.
• Explain established post-approval processes, procedures, and documentation requirements.
• Research requests and determine the appropriate course of action using available resources.
• Maintain accurate case information within internal systems.
• Manage multiple requests and priorities while meeting quality and service expectations.

Skills

• Strong time-management and organizational skills
• Clear and professional written and email communication
• Experience managing cases, requests, or workflow queues
• Strong attention to detail
• Experience reviewing forms or documentation for accuracy and completeness
• Ability to identify and resolve missing or incorrect information
• Ability to manage multiple priorities and deadlines
• Sound problem-solving and research skills
• Ability to work independently and use available resources
• Comfort working in a back-office, process-driven environment
• Ability to learn and navigate multiple systems
• Proficiency with Microsoft Outlook and DocuSign
• Available to complete a minimum six-week training period and participate consistently throughout training

Benefits

• Medical
• Dental
• Vision
• 401k

Contractor benefits are available through our 3rd Party Employer of Record (available upon completion of waiting period for eligible engagements).

Pay

We offer a competitive salary range for this position. Most candidates who join our team are hired at the median of this range, ensuring fair and equitable compensation based on experience and qualifications.

Schedule

This role is Part time, onsite hybrid, 3 days a week in Franklin, WI. Anticipated Shift: 9:00 a.m. to 2:00 p.m. or 9:00 a.m. to 3:00 p.m.