Distinguishes between and correctly identifies incoming correspondence for all business units (Western & Southern Life, Columbus Life, Lafayette Life, IFS, Integrity, National Integrity) and all departments. Requires mastery of over 500 document types and nearly 1,000 workflow folders for identifying and distributing incoming correspondence. Includes mastery of related imaging software packages.
Sorts and prioritizes incoming Integrity mail, checks and faxes into multiple departments related to both fixed and variable annuity products. Prepares documents for scanning.
Scans incoming mail, checks and documents received from business units. Prioritizes incoming work for same-day processing in accordance with departmental and Securities & Exchange Commission (SEC) procedural guidelines.
Indexes scanned documents (Western & Southern Life, Columbus Life, Lafayette Life, IFS, Integrity, National Integrity) to the correct policy file and distributes to designated workflow folder for additional electronic processing.
Ensures all incoming checks are deposited accurately by company and function. Prepares checks for deposit by sorting, endorsing and recording deposit information into the appropriate spreadsheets.
Ensures that images are of highest imaged quality. In cases where images are not clear, the processor will delete the image(s) and rescan.
Provides excellent customer service to internal customers includes answering questions related to imaged documents, rescanning or reindexing the image per AOD, Customer Service or affiliate’s request.
Maintains or exceeds production and quality targets.
Assists in completing audits for Quality Review as necessary.
Fosters teamwork by assisting team members in meeting designated timeframe for all documents received.
Develops and presents structured job-specific training as management directs. Includes both on-the-job training as well as the creation and periodic updating of departmental training manuals and other training materials.
Performs duties related to the administration of Company retention policy, including daily filing duties as well as periodic purging of documents for destruction. This may include sorting work batches into boxes.
Upholds the highest level of integrity regarding compliance with all Company ethics, privacy policies and industry regulations.
Assists with preparation of indexed batches/boxes for off-site storage. May require the ability to occasionally lift and move boxes, weighing up to 35 lbs, for off-site storage.
Performs other job duties as assigned by management.