Office Services Representative

Pan-American Life Insurance Group • Oak Brook, IL

1d • $12 - $17 • Onsite

About The Position

Pan-American Life Insurance Group (PALIG) is seeking an Office Services Representative to support onsite at the Oak Brook, IL. office. This person will begin cross training and learning how to perform various processing functions within incoming and outgoing mail, scanning, uploading, indexing, archiving/records retention, return mail/address changes, printing, binding and inserting. They work closely with various coworkers to learn how to review, identify, sort, prepare various incoming and outgoing workflow functions. Prioritizing tasks throughout the workday like tracking, logging their daily production including how to perform quality control checks within all areas will be important. Overall, training will be provided. This person will need to be flexible and willing to move to different workstations throughout the day, adjusting to the ever-shifting needs of the department, which fluctuates depending on incoming and outgoing volumes as well as other team member's schedules and capacity. This role is 100% onsite as job functions cannot be performed from home.

Requirements

• High School diploma or equivalent
• Prior experience with scanning/indexing/inserting/mailroom equipment and data entry skills
• Ability to enter data accurately and in a timely matter.
• Ability to learn quickly and adapt to change.
• Ability to display interpersonal skills, build constructive and effective relationships, using diplomacy and tact.
• Proficiency with computer as well as Microsoft Office knowledge
• Professional oral and written communication skills as demonstrated by the use of correct grammar spelling and sentence structure.

Responsibilities

• Processes various incoming workflow functions – Mail, RightFax, Accounting & Policy Documents: Opens, sorts and prepares incoming forms for scanning and/or delivery via scanner, copier, fax or mail delivery.
• Identifies document types by form family and form name, looking for correct policy number and/or name.
• Uploads/indexes documents to workflow queues, ensuring accuracy, clarity and quality of image and identity.
• Operates and troubleshoots various machines/hardware and computer software to perform job junctions.
• Stages/archives scanned output according to form type, locking up checks in safe for delivery to accounting.
• Logs production output to various reconciliation spreadsheets as needed for control purposes.
• Corrects any mistakes in form-type, typos or policy number brought to our attention, learning from mistakes.
• Processes various outgoing workflow functions – Mail, Express Services, Print, Policy Binding: Collects, prepares and processes outgoing mail for shipment via USPS, UPS or Presort.
• Collects, logs, binds and fulfills outgoing New Business policies, paying close attention to delivery method.
• Prints various policy owner documents, ensuring quality print output and correct print stock is used.
• Operates and troubleshoots various machines/hardware and computer software to perform job functions.
• Logs production output to various reconciliation spreadsheets as needed for control purposes.
• Collect, prepares and logs items for archival purposes, ensuring accuracy for future retrieval if necessary.
• Retrieves documents upon request from various sources. Investigating as necessary until request is found.
• Processes change of address requests from workflow queue. Ensuring accuracy and timeliness.
• Processes return mail. Opening, sorting, investigating and logging return mail for processing.
• Begins to learn and job shadow with coworkers in higher level functions within Print Operations, Imaging and Fulfillment Services, Shipping and Receiving, Workday Financials as well as calling Policy Owners and Agents for address update information.

Benefits

• Competitive compensation package (base salary & bonus)
• Base hourly wage could range from $12.20 to $16.90 per hour depending on experience. This role comes with an annual 2% bonus opportunity.
• Comprehensive benefits including medical, dental, 401(k), paid time off, and tuition reimbursement
• Medical and dental coverage available starting the first of the month following 30 days of service
• Hybrid work opportunities

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 501-1,000 employees