Document Indexing Supervisor

Overview

At Legal & General America, we aim to make a positive difference in the lives of our customers, partners, colleagues, and the communities in which they live. As a recognized market leader of term life insurance, we’re working to transform our business through innovation and technology to provide products and solutions that help American families secure their financial futures.

We are a future-focused company, passionate about what we do and how we do it. This means working with pace and energy to reach our goals and challenging ourselves to achieve more. We strive to create a unique environment where balance between work and life is possible. Our employees' passion, dedication and hard work, as well as our career development opportunities, benefits, and employee activities contribute to our positive workplace culture.

The Document Indexing Supervisor will effectively manage document indexing and check team staff, work and expenses to meet or exceed pre-defined productivity and quality standards and customer expectations. Responsible for the accurate entry of all formal applications and App Assist interview, accurate indexing of all Delivery and New Business documents, and accurate processing of all checks and money instruments to meet or exceed pre-defined productivity and quality standards.

• Manage staff and work all work streams to ensure the accurate doc type assignment of all Customer Service, Delivery and New Business documents, processing of formal applications and requests for life insurance, and all other facets of work are completed to meet or exceed pre-defined productivity, quality, and service standards.
• Interface and maintain relationships with agencies, vendors, and internal departments as necessary to ensure successful processing of all new business cases and resolution of escalated issues. Implement solutions to improve efficiencies in an effort to maintain or reduce costs and cycle time.
• Train staff and measure staff proficiency by conducting ongoing quality control review of work product. Provide feedback and additional training to staff as needed to develop skills to meet or exceed company’s standards.
• Monitor and document staff performance to include productivity, quality, work habits and all other measurable functions or attributes. Provide coaching and feedback, training and development plans. Write and provide annual and year end formal performance reviews.
• Develop and maintain procedures for all facets of work. Work with Legal/Compliance area, as directed, to update procedures and processes to ensure 100% compliance with all state and other regulatory entities.
• Develop and mentor staff to be fully cross functionally trained for all work within the team.
• Manage to and effectively complete projects and goals within deadline. Complete all other reports and projects accurately and timely, including time approvals, staffing justifications, monthly volume reports, performance reports, quarterly goals, and other projects as assigned.
• Direct the implementation of new technology and validate systems and workflow and daily volume to ensure all processes are functioning correctly and policy contract is 100% accurate. Identify any system weaknesses and define options to remedy. Work with IT to test and implement all system modifications.
• Manage relationship with 3rd party vendors related to system changes and upgrades keeping Sr. Manager informed of all changes and any known impacts or risks.

Education

2 years college

Experience/Knowledge

4+ years management experience4+ years experience in an administrative related position

Life, Property and Casualty or Health experience preferred

Skills

Leadership skills

People management skills

Strong time management and organizational skills

Strong and effective communication skills

Project management skills

Strong Analytical and technical skills

Effective decision making skills Knowledge of Microsoft Office (Word and Excel)

What’s in it for you?

The expected hiring compensation range for this position is $78,800 - $90,000 annually.
This position currently requires onsite reporting for up to three days per work week with…