Workflow & Policy Assembly Specialist - I

100% onsite. POSITION OVERVIEW Primary responsibility is printing and assembling insurance applications and policies. Other responsibilities include opening and sorting mail. Attendance, quality and responsiveness are all critical measures. RESPONSIBILITIES: Opens and sorts mail based on documented special-handling requirements Makes copies of all applications issued Quality review of applications and policy print Assembles policy print within 1-2 business days of policy being issued Assembles policies according to state and/or firm specific guidelines Some data entry skills required Strong attention to detail and accuracy Motivated to work independently to meet individual productivity goals. Identifies, documents, and takes appropriate actions for resolution of system, process, and printer issues in a timely manner. Ensures information is shared with the rest of the team members. Provides other duties as assigned by management QUALIFICATIONS Ability to work independently and demonstrate strong time management skills Excellent attendance and ability to work regular overtime Ability to work in a fast-paced environment Demonstrated strong attention to detail with excellent organizational skills Proficiency with Microsoft Office including Word, Excel, Outlook Ability to maintain positive attitude and composure in dealing with difficult situations Professional demeanor Education High-school diploma or equivalent

Created: 2025-09-25