Document Management Specialist

Homesteaders Life Company•West Des Moines, IA

26m

About The Position

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.

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.

Nice To Haves

Insurance company experience preferred.

Responsibilities

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.