Western & Southern Financial Group has an immediate opportunity for a Records Specialist.
Summary of Responsibilities:
Delivers an exceptional and consistent service experience to field and home office personnel with respect to opening, sorting and prepping all incoming documents for Western & Southern, Columbus Life, Lafayette Life and IFS. Recognizes and understands a wide variety of applications, forms and paperwork for insurance and financial products in order to accurately and efficiently scan items into the Imaging and workflow systems on the front end. Understands the proper naming convention for these various forms and paperwork in accordance with departmental standards and individual affiliate Partnership Agreements governing time service. Monitors images for consistency and ensures they are clearly viewable. Researches historical and current policy information for internal customers using multiple systems, microfilm and bank software programs. Satisfies on-demand requests to image application files and newly issued paper applications. Maintains confidential general record storage for Agency, Claims and other business areas. Makes basic decisions under general supervision, following standard department processes and procedures.
•Correctly identifies document types and accurate batch naming on the front-end for Western & Southern, Columbus Life, Lafayette Life and IFS products. Effectively prepares and scans checks and various forms and paperwork. Ensures that images are of the highest quality and prioritizes incoming work for same day processing in accordance with departmental procedural guidelines. Indexes documents to the archival (scan-to-file) Image file and performs a limited amount of workflow indexing.
•Provides excellent customer service to various internal business units by fulfilling on-demand requests to image application files, correspondence and new business applications. Retrieves original documents from on-site/off-site storage to satisfy requests for internal audits, customer complaints, inquiries and legal issues. Maintains secured storage area for confidential general records including Agency personnel files, cancer and disability claims. Fulfills on-demand requests for these records from Field HR, Claims and other business units as needed.
•Accurately receives and sorts paperwork associated with new business and policy service transactions for various business areas. . Effectively classifies by business unit and type of request. Accurately tracks bar-coded financial and policy change requests and post-issue documents into MAPS systems to ensure proper controls for internal processing areas and new business.
•Researches and responds to workflow, mail, phone, email and fax requests for historical and current policy information, audit trails, annual reports and check copies using multiple mainframe systems, microfilm and bank software. Responds to these requests from district and home office personnel.
•Reviews system outputs and makes daily corrections to customer master records. Verifies customers address for Escheats and other returned mail using internal systems and external search software. Completes special handling procedures for undeliverable mail. Uses multiple systems and search software to identify policy numbers and verify correct mailing address information on forms and returned mail received. Validates and scans annual proxy returns for Annual Board of Directors meeting.
•Develops and presents structured job-specific training as management directs, applying appropriate adult-learning principles.
•Assists with preparation of indexed batches/boxes for off-site storage.
•Performs other job duties assigned by management.
•Demonstrated strong attention to detail with excellent organization skills. Must cite examples of organization skills and time management methods used to manage or prioritize workload demands.
•Proven experience handling multiple duties and completing assigned tasks accurately and on a timely basis.
•Demonstrated experience working effectively within a team and independently, including identifying and resolving problems.
•Demonstrated experience in completing multiple functions effectively and accurately while maitaining a professional demeanor under demanding business situations.
•Possesses and displays excellent verbal and written communication skills with the ability to convey information to internal and external customers in a clear, focused and concise manner.
•High school diploma.
Computer skills and knowledge of hardware & software required:
•Working knowledge of word processing and electronic mail applications.
Certifications & licenses (i.e. Series 6 & 63, CPA, etc.):
•Extended hours required during peak workloads or special projects.
•Physical capability to lift boxes up to 35 pounds unassisted.
Western & Southern Financial Group, a Fortune 500 company, is a dynamic family of diversified financial services companies that provides life insurance, annuities, mutual funds, retirement planning and investment products and services to help millions of consumers nationwide to plan and protect their financial futures.
With more than 5,000 associates and more than 50,000 individuals in our selling group, Western & Southern offers consumers and businesses the financial products and services they require to meet their insurance needs and investment goals. Having reached more in excess of $50 billion in assets owned and under management, we are leveraging our industry leading financial strength to fuel our growth through strategic acquisitions, increases in our current product revenue stream and expansion into new distribution channels and businesses.
Western & Southern provides a host of benefits that include medical, dental, life, pension, 401K, free fitness facility, on-site cafeteria, and generously subsidized parking. Western & Southern promotes a stable, fulfilling and challenging environment with an emphasis on excellence and continued career development.
Western & Southern Life - 17 months ago