Document Team Lead

2 weeks ago

Melbourne, United States Orion180 Insurance Services, LLC Full time
Job DescriptionJob Description


Company Intro

Orion180 is a premier insurance solution provider that leverages cutting-edge technology and its dedicated team members to bring more value to its customers, independent agents, and other business partners. Orion180’s vision is to transform the insurance industry by providing excellent, results-driven service to independent insurance agents to further distance us from our competitors.

Orion180 is located on the beautiful space coast of Melbourne, one of the best places to live in Florida. Melbourne offers affordable housing, transportation, and other amenities. Major cities such as Orlando, Tampa, and Miami are all within one to three hours of driving distance.

At Orion180 we have fostered a culture of success based on our three pillars: Do MORE, Be MORE, and Give MORE. Innovation in technology enables us to do MORE as we harness the power of our innovative proprietary technology. Innovation in service is the catalyst allowing us to give MORE and achieve the highest level of customer care. Our innovation in culture fosters an environment that empowers us to be MORE. This innovation-focused ecosystem enables our customers to Expect MORE.

Job Summary

The Document Team Lead is responsible for leading the Document Design Team in support of overall business strategies. This role includes overseeing the team’s gathering of detailed requirements, automating documents, documenting processes, and conducting user acceptance testing (UAT).


This team works closely with the Marketing, Innovation and Technology, Project Management, and Claims Departments to ensure all proposed initiatives are executed. An inquisitive and analytical approach, blended with caring and compassionate leadership, strong project management skills, and a drive to achieve results are critical for success in this role.

Role and Responsibilities

To perform the job successfully, an individual must be able to perform each essential duty satisfactorily and should demonstrate the following competencies to consistently perform the essential functions of this position. All employees are expected to adhere to and be knowledgeable of Orion180 operations standards, established security/safety rules, and requirements for attendance. The requirements listed below are representative of the fundamental knowledge, skill, and/or ability required to perform the job successfully:

  • Lead a team that designs and maintains the companies’ coverage forms for proprietary insurance products.
  • Have proficiency in our document designer solution to (1) translate road map into scheduled work for the team, (2) manage workflow by proactively assessing demand and capacity, identifying bottlenecks, and adjusting maximal throughput, (3) manage projects for creation and maintenance of product documents, and (4) assist team in all capacities as needed.
  • Utilize technical skills for quality assurance of new documents by performing UAT and data analysis.
  • Oversee quality control of existing documents.
  • Maintain strong relationships with business groups to identify documents and processes needing creation or improvement.
  • Develop an advanced understanding of the Orion180 MY180 portal, specifically the business processes, field names, and their significance.
  • Continuously improve effectiveness and efficiency of our forms’ software and our processes.
  • Evaluate business processes, anticipate requirements, and identify areas for improvement.
  • Develop Standard Operating Procedures (SOP) and training plans to improve individual and collective productivity.
  • Create reports and Service Level Agreements (SLA) to measure the team’s contribution to the enterprise’s productivity and efficiency.
  • Coordinate and host meetings on findings, results, and plans to department and enterprise leadership.
Qualifications and Education Requirements
  • Bachelor’s Degree in Organizational Leadership, Technical Management, Computer Science, Information Technology - or equivalent industry experience.
  • Min 3 years prior experience in data mapping, conditioning fields, and creating templates.
  • Proficient in Microsoft Office Suite, including Excel.
  • Min 3 years experience with document designer solutions.
  • Familiarity with XML/XSD
  • Insurance industry experience is preferred.
  • Outstanding organizational skills.
  • Strong leadership skills.
  • High degree of accuracy, attention to detail, and sense of urgency in a fast-paced, high-performance environment.
  • Strong written and verbal communication skills.
  • Strong interpersonal skills.
  • An understanding of SQL (Structured Query Language) and JSON (Java Script Object Notation) is preferred.
  • Lean Six Sigma Green Belt (or higher) and/or PMP (Project Management Professional) designation preferred.
Physical Demands

While performing general office duties for this position, the employee is regularly required to sit, stand and/or walk around (including the use of stairs). Other demands include the ability to openly communicate with others by talking, listening, and reading, being able to lift light objects (

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