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Workflow & Policy Assembly Specialist - I
3 months ago
· Primary responsibility is printing and assembling insurance applications and policies.
· Other responsibilities include opening and sorting mail.
· Attendance, quality and responsiveness are all critical measures.
· Opens and sorts mail based on documented special-handling requirements.
· Makes copies of all applications issued.
· Assembles policy print within 1-2 business days of policy being issued.
· Assembles policies according to state and/or firm specific guidelines.
· Some data entry skills required.
· Strong attention to detail and accuracy.
· Motivated to work independently to meet individual productivity goals.
· Identifies, documents, and takes appropriate actions for resolution of system, process, and printer issues in a timely manner.
· Ensures information is shared with the rest of the team members.
· Provides other duties as assigned by management.