Insurance Document Mailing Associate (Franklin, WI)

About the Role

Our Customer, an American financial services mutual organization based in Milwaukee, is seeking an Insurance Document Mailing Associate on a contract basis to support their ongoing business needs. This on-site role in Franklin, WI, involves handling insurance-related documents, ensuring accurate shipping, and maintaining compliance with company policies and regulatory requirements.

Responsibilities

• Verify shipping labels for accuracy, including policy numbers, contract numbers, recipient information, and addresses.
• Generate shipping labels using internal data management systems.
• Assemble contract packages by inserting documents into USPS envelopes and affixing shipping labels.
• Perform quality assurance checks to ensure accurate document assembly and shipment.
• Process field requests to release, hold, or destroy contracts according to established procedures.
• Investigate and resolve scanning discrepancies and shipping exceptions.
• Coordinate address verification and research requests with internal teams.
• Escalate complex shipping or processing issues and track resolution progress.
• Process returned contracts and document return reasons in tracking systems.
• Create shipping labels for returned, held, and reprocessed contracts.
• Analyze return trends and recommend process improvements.
• Sort contracts by Network Office and prepare shipments according to scan and ship schedules.
• Set up and maintain Network Office shipping boxes and labeling.
• Monitor inventory of shipping materials and coordinate replenishment.
• Process policy modifications and support additional contract processing activities.
• Maintain organized work areas and shipping supplies.
• Assist with training new team members on shipping and document handling procedures.
• Participate in audits to ensure compliance with company policies and regulatory requirements.
• Support the shipping and reprocessing of Life, Disability Insurance (DI), and Annuity contracts.

Skills and Qualifications

• High school diploma or equivalent.
• 1-2 years of experience in mail handling, shipping, clerical, warehouse, customer service, or related operations.
• Strong attention to detail and accuracy.
• Experience with data entry and document processing.
• Basic knowledge of postal procedures and shipping operations.
• Strong organizational and time management skills.
• Ability to prioritize tasks and work effectively under tight deadlines.
• Basic PC proficiency, including Microsoft Office applications.
• Strong written and verbal communication skills.
• Strong problem-solving skills with the ability to resolve discrepancies.
• Ability to work independently while following established procedures.
• Ability to work effectively as part of a team.
• Ability to lift and move boxes weighing 15–20 pounds regularly.
• Ability to work efficiently in a fast-paced environment.
• Ability to obtain a non-registered fingerprint clearance as required.

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.

Benefits

Contractor benefits are available through our 3rd Party Employer of Record (available upon completion of waiting period for eligible engagements). Benefits include: Medical, Dental, Vision, 401k.