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Insurance Document Associate
Job in
Milwaukee, Milwaukee County, Wisconsin, 53208, USA
Listed on 2026-08-20
Listing for:
Adecco US, Inc.
Full Time
position Listed on 2026-08-20
Job specializations:
-
Administrative/Clerical
Data Entry
Job Description & How to Apply Below
* $15.75hr
So, you're looking for a Mailroom/Clerical position in Franklin, WI area? Adecco's got one that adds up to a great career opportunity for you. We're recruiting for an Insurance Document Associate position with a Financial Organization. The Insurance Document Associate is responsible for timely and accurate delivery of contracts to our clients. If you're a motivated professional with a professional administrative and/or warehouse background, it could be the perfect fit.
We offer free lunch daily!
$16.00hr, 7am-3:30pm M-F
JOB DESCRIPTION
As a Mailroom 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 accurate destination, re-routing any misdirected mail to the accurate 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 raise problems/exceptions to the Team Leader or Manager.
Additional responsibilities:
+ Receiving and slotting mail for distribution; sorting and delivering print-outs;
FedEX sorting and distribution; assisting as needed with Electronic Document Conversion.
+ Above all, you demand excellence of yourself; you handle tasks with the highest possible degree of accuracy and discretion.
+ Underwriting, DI Benefit Document & Mail Document Preparation/Classifying (30%).
+ 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 detailed 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.
+ Coordinates the documents according to guidelines for the type of product.
+ Identifies and classifies documents and includes generic or custom s with the document name.
+ Prepares the documents for scanning by placing the documents and s in the correct order and resolving 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 the need arises.
+ Manual indexing (Exception Processing)/Quality Assurance (QA)/Fax Processing (40%) Analyze and review using knowledge of 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 needed; 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 Right Fax 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, crafting and matching s with the appropriate fax.
+ Responsible for meeting all Service Level Agreements. Document Scanning/Support Services/Testing (15%)
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 resolving policy number / claim number and accurate disposition for non-E-Files / DI Connection mail; handling original document requests from business area;
audit/testing of documents to validate document…
Position Requirements
10+ Years
work experience
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