Job Description

Job Description

As a Document Management Specialist, you will work under the supervision of the Manager of Document Management and Director of Policy Administration to receive policy changes and perform quality control and general office support tasks. You will work with a team and collaborate with colleagues to balance related new business accounts.

Your responsibilities will include:

• Opens New Business, verifications, preparing documents, assign policy numbers, entering data in system, and balancing reports.
• Processes bank change and multiple billing requests. Processes changes such as account numbers, new set up and removals, and pay by phone requests.
• Processes address changes, linking, unlinking, phone number changes, and name corrections.
• Processes relationship changes with proper documents, updates system to show any changes requested.
• Balances New Business Entries with check deposits. Runs reports and reconciles money received.
• Sets up Reinstatements, Pay-Ups, and Plan Changes.
• Processes Welfare requests when received with POA’s.

Requirements

• Equivalent to high school degree.
• 1-3+ years of experience involving general office support duties, with Insurance company experience preferred.
• Keyboard and data entry skills with high volume of accuracy.
• Demonstrated proficiency in Microsoft office products: Excel, Outlook and Word
• Completion of LOMA courses in Principles and Operations within two years of employment.

Pay and Benefits Summary:

• An excellent schedule – office closes at 1 p.m. every Friday
• Annual profit sharing
• 401(k) with company match with discretionary contribution
• Company-sponsored group medical and dental insurance
• Company-paid life insurance
• Company-paid long-term disability
• Paid holidays
• Generous vacation time and sick leave
• Paid parental leave
• Casual dress year-round

About Homesteaders:

Homesteaders Life Company, a mutual company owned by its policy holders, is a national leader providing products and services to help people design a better farewell. Founded in 1906, Homesteaders is known for secure preneed funding and innovative solutions that help funeral and end-of-life professionals and consumers connect with each other.

We are currently not hiring in Colorado, Montana, New York, Illinois, Minnesota, California, Massachusetts, New Jersey, Connecticut, and Washington. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.

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