Document Management Center Associate

locations

Remote - United States

time type

Full time

job requisition id

R-100314

Job Description:

Position Overview

Receive and classify incoming mail and faxes for various business areas within the company. Perform a variety of tasks including (but not limited to) electronic document sorting, preparation and validation. Import various types of requests (e-mail, web, fax, bank lockbox exceptions) into imaging and workflow systems for distribution to the applicable business areas. Provide backup support for electronic mail distribution functions as needed. This position works under immediate supervision.

We’ve embraced a flexible, hybrid approach to work. Based on your role and personal preference, we empower you to choose where you work best. This model allows you to balance your life and bring your whole self to work.

Responsibilities

Prepares electronic documents for validation in a quality manner in accordance with documented policies, procedures, and service level agreements.
Validates document images for image quality and associated data.
Provides backup support as needed for electronic mail distribution functions.
Places orders for items to be retrieved from external vendors using web-based system.
Imports various types of requests (e-mail, web, fax, bank lockbox exceptions) into imaging and workflow systems for distribution to the applicable business areas.
Assists in monitoring and resolving imaging system workflow errors.
May support all aspects of electronic policy assembly process ensuring utmost image quality.
Adheres to Service Level Agreements (SLAs).
Achieves production, performance and quality standards

Skills and Abilities

Ability to quickly learn multiple systems and processes.
Proactive approach to problem identification (asking questions and looking beyond the obvious).
Must exhibit excellent attention to detail to ensure quality assurance.
Capacity to maintain a professional demeanor and approach in both behavior and communications with team members and internal customers.
Ability to work collaboratively within a team environment.
Must be organized and exhibit a sense of urgency.
Strong written and verbal communication skills with ability to write effective communications for group distribution.
Strong working knowledge of Word, Excel and Windows.
Imaging and workflow systems experience a plus.
Ability to demonstrate fluid and proficient typing skills.
Willingness and ability to work under pressure and meet deadlines.
Ability to successfully multitask and prioritize among various responsibilities.
Ability to make a positive contribution as demonstrated by learning new skills and making suggestions for process/procedure improvement.

Education

H.S. Diploma or Equivalent or equivalent Required and
College degree Preferred

Experience

Minimum of 1-2 years of related work experience Required and
Prior experience with imaging and workflow systems Preferred

Base Salary Range: $40,000 - $45,00

For over 175 years, Penn Mutual has empowered individuals, families and businesses on the journey to achieve their financial goals. Through our partnership with Financial Professionals across the U.S., we help instill the confidence and reliability that comes from a stronger financial future. Penn Mutual and its affiliates offer a comprehensive suite of competitive products and services to meet the unique needs of Financial Professionals and their clients, including life insurance, annuities, wealth management and institutional asset management.

Penn Mutual is committed to Equal Employment Opportunity (EEO). We provide employment and advancement opportunities to all qualified applicants and associates, according to applicable laws. This is reflected in our practices for hiring, placement, promotion, transfer, demotion, layoff, termination, recruitment, compensation, selection or training, and all other terms and conditions of employment. All employment-related decisions and practices are free from unlawful discrimination. This includes: race, creed, color, national origin, ancestry, citizenship age, gender (including pregnancy), sexual orientation, gender identity or expression, domestic partnership or civil union status, marital status, genetic information, disability, religious observance or practice, liability, veteran status or any other classification protected under applicable law.

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