Insurance Document Associate

Northwestern Mutual Milwaukee , WI 53201

Posted 4 months ago

At Northwestern Mutual, we believe relationships are built on trust. That our lives and our work matter. These beliefs launched our company nearly 160 years ago. Today, they're just a few of the reasons why people choose to build careers at Northwestern Mutual.

We're strong and growing. In a company with such a long and storied history, this may be the most exciting and important time to be a part of Northwestern Mutual. We're strong, innovative and growing.

We invest in our people. We provide opportunities for employees to grow themselves, their career and in turn, our business.

We care. We make a positive difference in our communities. Nationally, thousands have benefitted from our support of research and programs to fight childhood cancer. Each year, our Foundation, employees and financial representatives donate time, talent and financial support to causes they're passionate about.

This position has been classified as an Associated Person under NMIS guidelines and requires fingerprinting and completion of required form.

We are an equal opportunity/affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, disability, age or status as a protected veteran, or any other characteristic protected by law.

What's the role?

As an 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 correct destination, re-routing any misdirected mail to the proper 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 escalate 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.

Bring Your Best! What this role needs:

  • High school or equivalency required.

  • 1-2 years prior mail handling experience or customer services experience required.

  • Strong ability to organize and prioritize work under tight time constraints.

  • High degree of accuracy; ability to effectively work in a fast paced environment.

  • Basic PC proficiency required.

  • Ability to work independently within established policy standards and procedures.

  • Strong team worker with proven ability to work effectively and harmoniously.

  • Ability to handle confidential information in a manner consistent with privacy laws and regulations and Northwestern Mutual standards.

  • Ability to multi-task, navigate using various systems.

  • Non-Registered Fingerprinted

Location: 720 E Wisconsin Ave, Milwaukee, WI (Corporate Office), Milwaukee, 53202, United States (US)

Education Experience: High School Diploma/ GED Required

Employment Experience: 0-2 years

FLSA Status: Non-Exempt

Posting Date: 07/16/2019


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Insurance Document Associate

Northwestern Mutual