Document Management Specialist at Homesteaders Life Company

West Des Moines, Iowa, United States -

Full Time

Start Date

Immediate

Expiry Date

21 May, 26

Salary

0.0

Posted On

20 Feb, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Document Management, Quality Control, Office Support, Data Entry, Report Balancing, System Updates, Policy Administration, Verification, Data Processing, Reconciliation

Industry

Insurance

Description

Description As a Document Management Specialist, you will work under the supervision of the Manager of Document Management and Director of Policy Administration to receive policy changes and perform quality control and general office support tasks. You will work with a team and collaborate with colleagues to balance related new business accounts. Your responsibilities will include: Opens New Business, verifications, preparing documents, assign policy numbers, entering data in system, and balancing reports. Processes bank change and multiple billing requests. Processes changes such as account numbers, new set up and removals, and pay by phone requests. Processes address changes, linking, unlinking, phone number changes, and name corrections. Processes relationship changes with proper documents, updates system to show any changes requested. Balances New Business Entries with check deposits. Runs reports and reconciles money received. Sets up Reinstatements, Pay-Ups, and Plan Changes. Processes Welfare requests when received with POA’s. Requirements Equivalent to high school degree. 1-3+ years of experience involving general office support duties, with Insurance company experience preferred. Keyboard and data entry skills with high volume of accuracy. Demonstrated proficiency in Microsoft office products: Excel, Outlook and Word Completion of LOMA courses in Principles and Operations within two years of employment. Pay and Benefits Summary: An excellent schedule – office closes at 1 p.m. every Friday Annual profit sharing 401(k) with company match with discretionary contribution Company-sponsored group medical and dental insurance Company-paid life insurance Company-paid long-term disability Paid holidays Generous vacation time and sick leave Paid parental leave Casual dress year-round About Homesteaders: Homesteaders Life Company, a mutual company owned by its policy holders, is a national leader providing products and services to help people design a better farewell. Founded in 1906, Homesteaders is known for secure preneed funding and innovative solutions that help funeral and end-of-life professionals and consumers connect with each other. We are currently not hiring in Colorado, Montana, New York, Illinois, Minnesota, California, Massachusetts, New Jersey, Connecticut, and Washington. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.

Responsibilities

The specialist will receive policy changes, perform quality control, and handle general office support tasks, including opening new business accounts, verifying information, and assigning policy numbers. Responsibilities also involve processing various account changes, managing billing requests, and reconciling financial entries like check deposits.