Insurance Document Associate



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Branch Information

Milwaukee, WI - Commons - (USA) 720 East Wisconsin Avenue WI Milwaukee , WI 53202

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Job Description

Seeking an Insurance Document Associate for a contract position lasting through 4/2020, working for our client in the insurance/financial services industry, located downtown Milwaukee.


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. Additional responsibilities: receiving and slotting mail for distribution; sorting and delivering print-outs; FedEX sorting and distribution; assisting as needed with Electronic Document Conversion. Above all, you demand excellence of yourself; you handle tasks with the highest possible degree of accuracy and discretion.

Underwriting, DI Benefit Document & Mail Document Preparation/Classifying (30%)

Document Scanning/Support Services/Testing (15%)

Miscellaneous Duties (15%)


* 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 standards.

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