Documentation Specialist

Skill: Customer Service

Process Specialist

We are seeking a detail-oriented and proactive Process Specialist to join our operations team. This role is critical in ensuring the accuracy of forms and legal documents, managing workflows, and collaborating with our offshore team to meet service level agreements. The ideal candidate will be a self-starter with strong organizational skills and a passion for process improvement.

Primary Responsibilities

• Review forms and legal documents for completeness and accuracy.
• Collaborate with offshore teams to ensure timely and accurate processing within SLA guidelines.
• Manage queues and workflows to optimize operational efficiency.
• Update and maintain Standard Operating Procedures (SOPs).
• Conduct research into problem cases and provide innovative solutions to improve processes.
• Take ownership of client issues and drive resolution with minimal supervision.

Location for this position is Des Moines, IA.

Your responsibilities include but may not be limited to

• Experience with customer management applications.
• Demonstrated ability to quickly learn new processes and internal systems.
• Strong business acumen and work ethic.
• Ability to multitask and prioritize effectively in a fast-paced environment.
• Commitment to protecting client personal information and maintaining confidentiality.
• Proven ability to work independently with minimal direction.
• Excellent interpersonal and client communication skills.
• Strong organizational and written communication skills.
• Problem-solving mindset with a focus on ownership and accountability.
• Experience in working with Annuity Contracts and Life Insurance Policies.

Qualifications:

Required

• High School Diploma or GED Equivalent.
• At least 2 years of experience in the job description below

Preferred

• Analytical skills
• Oral and written communication skills
• Knowledge of the insurance industry or insurance products/procedures through a combination of experience and/or coursework
• Ability and willingness to learn multiple financial concepts and systems
• Flexibility in a fast-paced, team-oriented environment
• Organizational and follow through skills
• Sensitivity to service and quality
• Producer Management/Compensation skills preferred but not required

Note: Applicants for employment in the U.S. must possess work authorization which does not require sponsorship by the employer for a visa (H1B or otherwise).

The job entails sitting as well as working at a computer for extended periods of time. Should be able to communicate by telephone, email or face to face.

About Us
Infosys McCamish Systems,(http://www.infosysbpm.com/mccamish) located in Atlanta, Georgia, is the Life Insurance and Retirement Services subsidiary of Infosys BPM Limited.(www.infosysbpm.com) Infosys McCamish was started in 1985 as a virtual insurance company and went to market as a commercial services provider in 1995.It has an outstanding business perspective and an exemplary track record that no other outsourcer of business solutions can claim – generating US$16 billion of recurring premium in less than five years as a virtual insurance company. Infosys McCamish has expert technology and outsourcing credentials, along with a proven business model for re-engineering systems and performing back-office services at a reduced cost, while reinforcing accuracy, speed and security. Seven of the top ten US insurers are among Infosys McCamish’s many BPM clients. Infosys McCamish has its operations spread across Atlanta GA and Des Moines IA in USA.

U.S. citizens and those authorized to work in the U.S. are encouraged to apply. We are unable to sponsor at this time.

EOE/Minority/Female/Veteran/Disabled/Sexual Orientation/

Job Type: Full-time

Benefits:

• 401(k)
• Health insurance

Experience:

• Legal Documentation : 2 years (Required)

Work Location: In person