Document Specialist

3 weeks ago

Lake Forest, United States Trustmark Full time

Trustmark’s mission is to improve wellbeing – for everyone. It is a mission grounded in a belief in equality and born from our caring culture. It is a culture we can only realize by building trust. Trust established by ensuring associates feel respected, valued and heard. At Trustmark, you’ll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture of diversity and inclusion where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves. At Trustmark, we have a commitment to welcoming people, no matter their background, identity or experience, to a workplace where they feel safe being their whole, authentic selves. A workplace made up of diverse, empowered individuals that allows ideas to thrive and enables us to bring the best to our colleagues, clients and communities. Document Specialists are critical members of our TMK VB service delivery model. These individuals support the entire VB division by applying technical skills and business knowledge to initiate or perform transactional work through Dynamics, G360 eCor, Xpression, CBS, Mainframe and Microsoft systems. Document Specialists manage VB company correspondence by interrogating the correspondence and company record and reviewing records for integrity and completeness before digital distribution and/or digital storage. Additionally, this role is responsible for triage and delivery of incoming company checks; production of outgoing policy refund checks; researching and reprocessing policy addresses to ensure time sensitive mail, checks and contracts are delivered to customers, handling of duplicate policy contract requests and policy summaries. MANAGE INCOMING COMPANY CORRESPONDENCE Manage digital correspondence from lockbox, emails and faxes Manage traditional paper correspondence Identify types of requests by functional area and appropriate system through which work is to be digitized and distributed (e.g., G360, Dynamics) Digitize and distribute work to appropriate functional areas with the VB division. MANAGE INCOMING COMPANY CHECKS Triage of incoming checks and based on type of check and from whom check is initiated Ensure timely delivery to appropriate bank lockbox or Treasury department MANAGE OUTGOING REFUND CHECKS Produce Billing Team refund checks from CBS system Produce and match check with documentation and create mailing labels Ensure completeness of and scan records of the disbursement into G360 MANAGE RETURN MAIL Using internal systems, records and external search tools, research and update policy holders’ addresses Reprocess and/or resend time sensitive mail, checks and policy contracts Ensure completeness of and scan records of updated addresses and mail into G360 MANAGE DUPLICATE POLICY REQUESTS AND POLICY SUMMARIES Compile all documents and produce duplicate policies in accordance with approved state filed policy documents and applications. Compile and encrypt documents to email Accident Policy Summaries Ensure completeness of and scan records of fulfilled requests into G360 Other duties as assigned. Minimum Requirements High School diploma Ability to meet deadlines. Ability to work in an environment that requires meeting standards of production & quality. Must be organized and detail oriented. Preferred Experience in WORD and Excel (Microsoft 365). Adobe Acrobat Pro. Data entry skills is a must. Insurance background helpful but not required. Brand: Trustmark Come join a team at Trustmark that will not only utilize your current skills but will enhance them as well. For the fourth consecutive year we were selected as a Top Workplace by the Chicago Tribune. The award is based exclusively on Trustmark associate responses to an anonymous survey. The survey measured 15 key drivers of engaged cultures that are critical to the success of an organization. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, sexual identity, age, veteran or disability. Join a passionate and purpose-driven team of colleagues who contribute to Trustmark’s mission of helping people increase wellbeing through better health and greater financial security. At Trustmark, you’ll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves. Introduce yourself to our recruiters and we'll get in touch if there's a role that seems like a good match. When you join Trustmark, you become part of an organization that makes a positive difference in people’s lives. You will play a vital role in delivering on our mission of helping people increase wellbeing through better health and greater financial security. Our customers tell us they simply appreciate the personal attention and knowledgeable service. Others tell us we’ve changed their lives. At Trustmark, you’ll be part of a close-knit team. You’ll enjoy abundant opportunities to grow your career. That’s why so many of our associates stay at Trustmark and thrive. Trustmark benefits from more than 100 years of experience but pairs that rich history with a palpable sense of optimism, growth and excitement for what’s ahead – and beyond. This is a place where associates bring their whole selves to work each day. A place where you can be yourself. Whatever your beyond is, you can achieve it at Trustmark.

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