Document Specialist
MetLife - Tampa, FL

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Job Location

Tampa, FL

Job Description

Summary of Responsibilities:
Core-level job, which processes new contracts for life insurance. Provides service to the field agencies, and independent brokers. Performs a variety of support functions to other units within Life New Business.
Principal Responsibilities;

  • Senior level subject matter expert, subject to minimal supervision.
  • Print images and assemble new life insurance contracts for accuracy and completeness. Ensure that all supporting letters/forms/underwriting requirements are included with the contract.
  • Interprets the nature of single/multiple request transactions both inter and intra-departmental requests.
  • Trace orders/processes missing underwriting requirements to ensure a complete package is mailed.
  • Image paper mail.
  • Update underwriting system tasks, responds to case messages and referrals within the stated SLA.
  • Investigate and resolve inquiries from sales offices and other offices relating to case specific issues.
  • Follows appropriate records destruction policies for documents that have reached the required date.
  • Responsible for retrieving any documents from storage via online system or phone.
  • Process decline and EA letters.
  • Performs Quality Assurance review of policies.
  • Perform on-screen review, when needed re-arrange forms, and manage images.
  • Answer/respond to phone and e-mail inquiries within the stated SLA.
  • Meets or exceeds department and unit production and quality goals and standards.
  • Work shifts and overtime as needed to support the business.
  • Interface with other IB areas and sites.
  • Perform other related duties as required.
Job Requirements

Business Knowledge/Skills :
  • Working knowledge of application forms, procedures and workflow governing the processing of Life New Business.
  • Working knowledge of New Business systems: CAS, SIR 2000.
  • Proficient in Windows based programs.
  • Basic Knowledge of products sold by sales producers.
  • High school graduate or equivalent related experience.
  • Minimum of 1-2 years experience.
General Knowledge/Skills/Competencies:
  • Focused on customers.
  • Produce results.
  • Build relationships.
  • Communicate effectively.
  • Strong organizational skills, and ability to handle a high volume of work.
  • Ability to work in a fast paced environment including a combination of paper and paperless work.
  • Ability to work independently and with minimal supervision.
  • Strong individual work ethic and ability to contribute to team goals.
Business Category

Americas Region

Job Category
Insurance

Number of Openings

1

Equal Employment Opportunity
MetLife is proud to be an equal opportunity/affirmative action employer. We are committed to attracting, retaining and maximizing the performance of a diverse and inclusive workforce.

How To Apply
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