Insurance Document Associate


Financial Services

Advert ID




Job Type




Salary Range

USD15 - USD16 per hour

No. of Openings


Branch Information

Appleton, WI - (USA) 5317 Grande Market Drive Suite B WI Appleton , WI 54913



Job Description

On-Site in Franklin, WI

Mon - Fri 7:00am-3:30pm

As an Insurance Document Associate, you will work as part of a team responsible for examining outgoing client policy contracts to ensure it is ready to ship to clients. Per established guidelines, you will be responsible for officially prepping all contracts to mail mail. You will report information to the responsible team lead and identifying when to escalate problems/exceptions to the Team Leader or Manager. Additional responsibilities: pulling specific Financial Rep correspondence, handling exceptions, labeling packages and prepping mail for FedEx Shipments.

Mail Document Preparation/Classifying (50%)

* Responsible for completing document review and audit by appropriately identifying and pulling financial representative paper work from contracts

* Review the work for high priority mail, and / or claim documents. Ability to recognize and identify misrouted forms and documents. Organizes the documents according to guidelines. Responsible for meeting all established service level agreements.

Document Prepping/Support Services (25%)

* 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.

Miscellaneous Duties (25%)

Including but not limited to the following duties:

* Maintenance and shipping of documents to the Records Center

* Responding to basic inquiries for rescans and original documents

* LAN monitoring

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


* 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

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

ManpowerGroup recognizes the importance of providing an accessible and barrier-free environment. We are committed to creating a welcoming, fair and inclusive environment by offering equal opportunity to access our services. At ManpowerGroup, we are committed to providing accommodations, and will work with you to meet your needs.