Assoc Insurance Document

Summary

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. Above all, you demand excellence of yourself; you handle tasks with the highest possible degree of accuracy and discretion.

Primary Duties and Responsibilities

• Receiving and slotting mail for distribution

• Sorting and delivering print-outs; FedEX sorting and distribution

• Assisting as needed with Electronic Document Conversion.

• Responsible for completing underwriting and / or claims document review and audit by appropriately identifying and analyzing various types of applications and documents for all product lines by using documented procedures and appropriate job aids.

• Review the work for high priority insurance, mail, and / or claim documents.

• Ability to recognize and identify misrouted forms and documents and routes them appropriately.

• Organizes the documents according to guidelines for the type of product. Identifies and classifies documents and includes generic or custom ID sheets with the document name.

• Prepares the documents for scanning by placing the documents and ID sheets in the correct order and determining the correct scan path.

• Responsible for meeting all established service level agreements.

• Responsible for completing review and audit using criteria for underwriting requirement, post approval and EKG mail, including determining the correct procedure to follow for processing the document and identifying any that are non-efiles or misdirected and forwarding to appropriate business area.

• For check processing, identify and prepare checks by type and deposit 1035 and premium checks to SAMs system, or route to Banking and Cash Management using appropriate guidelines.

• For DI benefits mail, accesses the DI benefits connection function to identify documents as received' and indexes mail as required.

• Analyze and review using knowledge of Northwestern Mutual forms and procedures, underwriting and claims documents and forms images that are auto classified/indexed by the system to identify potential issues/errors.

• Steps include: Selecting batch based on priority; reviewing all pages to ensure the document was classified to the correct document type, policy number and insured name abbreviation and making changes as necessary; deleting blank pages.

• Ability to identify and appropriately index documents that the system cannot identify.

• Assures that all electronic document images are legible and usable for intended purpose and re-scans.

• Review underwriting and claims faxes by accessing the RightFax queue.

• Analyzes and identifies underwriting and claims documents to select the most efficient method of processing.

• Electronically preps the documents by placing them in the correct order using established guidelines.

• Able to identify and handle documents with obvious modifications. Completes the process by classifying, indexing, creating and matching ID sheets with the appropriate fax.

• Responsible for meeting all Service Level Agreements.

• 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.

• Maintenance and shipping of documents to the Records Center

• Opening application, DI Benefits and/or post approval pouch mail

• Responding to basic inquiries for rescans and original documents

• LAN monitoring

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

Qualifications

• 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 Northwestern Mutual standards.

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

This position has been classified as an Associated Person under NMIS guidelines and requires fingerprinting and completion of required form.

Required Certifications:

Northwestern Mutual pays on a geographic-specific salary structure and placement in the salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity as well as the cost of labor in the market; and other conditions of employment. At Northwestern Mutual, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. Please note that the salary range listed in the posting is the standard pay structure. Positions in certain locations (such as California) may provide an increase on the standard pay structure based on the location. Please click here for additional information relating to location-based pay structures.

We are an equal opportunity/affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, disability, age or status as a protected veteran, or any other characteristic protected by law.

If you work or would be working in California, Colorado, New York City, Washington or outside of a Corporate location, please click here for information pertaining to compensation and benefits.

We're excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and commitment to diversity and inclusion.

• Flexible work schedules
• Concierge service
• Comprehensive benefits
• Employee resource groups