FirstBank Jobs

Insurance Document Automation Specialist

Qualifications and Education Requirements

• High school degree or GED is required.
• Work in a team-oriented environment.
• Microsoft Word and Excel skills.
• Knowledge of advanced Microsoft Excel functions.
• Analytical and conceptual thinking skills.
• Work closely with peers to determine acceptable solutions.
• Attention to detail skills
• Experienced in handling repetitive tasks.
• Documentation skills.
• Planning, organizational, and time management skills.
• Experience supporting successful projects.

Job Summary

A Document Automation Specialist plays a crucial role in modernizing and enhancing the efficiency of insurance operations by leveraging technology to streamline document-related processes. They contribute to faster turnaround times, improved accuracy, and better compliance with legal and regulatory requirements.

Role and Responsibilities

To perform the job successfully, an individual must be able to perform each essential duty satisfactorily and should demonstrate the following competencies to consistently perform the essential functions of this position. All employees are expected to adhere to and be knowledgeable of Orion180 operations standards, established security/safety rules, and requirements for attendance. The requirements listed below are representative of the fundamental knowledge, skill, and/or ability required to perform the job successfully:

• System Integration: Integrate automation tools with existing insurance systems and platforms to ensure seamless document flow and data exchange.
• Workflow Automation: Develop automated workflows for generating, reviewing, approving, and distributing insurance documents such as policies, contracts, claims forms, and certificates.
• Template Design: Create standardized templates for insurance documents that can be customized based on specific policies, regulations, or client needs.
• Data Extraction and Validation: Implement algorithms and tools for extracting relevant data from various sources, such as applications, databases, or forms, and validate its accuracy before incorporation into documents.
• Compliance Management: Ensure that automated processes comply with industry regulations, legal requirements, and company policies related to data privacy, security, and document management.
• Quality Assurance: Conduct regular audits and quality checks to verify the accuracy, completeness, and consistency of automated documents.
• Training and Support: Provide training and support to product managers, customer experience representatives, underwriters, and other stakeholders on using automated tools and systems effectively.
• Continuous Improvement: Identify opportunities for process improvement and optimization through automation, such as reducing manual tasks, minimizing errors, and enhancing efficiency.

Physical Demands

While performing general office duties for this position, the employee is regularly required to sit, stand and/or walk around (including the use of stairs). Other demands include the ability to openly communicate with others by talking, listening, and reading.

Work Environment

The office environment is generally quiet and, in a temperature-controlled setting, with random adjustments in noise or temperature due conversations, unscheduled maintenance repairs to the building or its interior offices or unpredictable situations due to weather or other acts beyond company control. An employee must work their regularly assigned work schedule for their duties and/or job responsibilities and in times of need, work an extended schedule depending on company/department needs, project requirements or customer demands.