Image Transaction Specialist
- Distinguishes between and correctly identifies incoming correspondence for all business units (Western & Southern Life, Columbus Life, Lafayette Life, IFS, Integrity, National Integrity) and all departments. Requires mastery of over 500 document types and nearly 1,000 workflow folders for identifying and distributing incoming correspondence. Includes mastery of related imaging software packages.
- Sorts and prioritizes incoming Integrity mail, checks and faxes into multiple departments related to both fixed and variable annuity products. Prepares documents for scanning.
- Scans incoming mail, checks and documents received from business units. Prioritizes incoming work for same-day processing in accordance with departmental and Securities & Exchange Commission (SEC) procedural guidelines.
- Indexes scanned documents (Western & Southern Life, Columbus Life, Lafayette Life, IFS, Integrity, National Integrity) to the correct policy file and distributes to designated workflow folder for additional electronic processing.
- Ensures all incoming checks are deposited accurately by company and function. Prepares checks for deposit by sorting, endorsing and recording deposit information into the appropriate spreadsheets.
- Ensures that images are of highest imaged quality. In cases where images are not clear, the processor will delete the image(s) and rescan.
- Provides excellent customer service to internal customers includes answering questions related to imaged documents, rescanning or reindexing the image per AOD, Customer Service or affiliate's request.
- Maintains or exceeds production and quality targets.
- Assists in completing audits for Quality Review as necessary.
- Fosters teamwork by assisting team members in meeting designated timeframe for all documents received.
- Develops and presents structured job-specific training as management directs. Includes both on-the-job training as well as the creation and periodic updating of departmental training manuals and other training materials.
- Performs duties related to the administration of Company retention policy, including daily filing duties as well as periodic purging of documents for destruction. This may include sorting work batches into boxes.
- Upholds the highest level of integrity regarding compliance with all Company ethics, privacy policies and industry regulations.
- Assists with preparation of indexed batches/boxes for off-site storage. May require the ability to occasionally lift and move boxes, weighing up to 35 lbs, for off-site storage.
- Performs other duties as assigned.
- Complies with all policies and standards.
- High School Diploma - Required
- Proven experience working independently while handling high volumes, multiple duties and completing assigned tasks accurately and on a timely basis in a fast-paced environment. Requires the ability to continuously make repetitive motions of the wrists, hands and/or fingers. - Required
- Proven experience with meeting multiple deadlines. - Required
- Demonstrated experience working effectively within a team. - Required
- Proven experience handling and effectively resolving customer problems. Must cite examples where independent decision-making and initiative were demonstrated. - Required
- Previous experience with a professional imaging software package required. - Required
- Demonstrated strong attention to detail with excellent organizational skills. -
- Proven flexibility when faced with changes; must provide examples of grasping and initiating new concepts. -
- Provide examples of consistently meeting and/or exceeding productivity and quality goals. -
- Possesses and displays excellent verbal and written communication skills with the ability to convey information to internal and external customers in a clear, focused and concise manner while following proper rules of punctuation, grammar, dictation and style. -
- Working knowledge of word processing, spreadsheet and e-mail applications required. -
- Demonstrated ability to walk (frequent), stand (frequent), stoop (occasional), reach (occasional), bend (occasional, kneel (occasional, crouch (occasional, push, balance (occasional), climb (occasional) and lift a maximum of 50 lbs. unassisted. Position is required to remain in a continuously walking and/or stationary position (standing) for long periods of time. Occasional exposure to hot and cold outdoor temperatures.
- a. Push/Pull
- i. 12 lbs. or less - Frequent
- ii. 13 - 25 lbs. - Frequent
- iii. 26 - 40 lbs. - Occasional
- iv. 41 - 100 lbs. - Occasional (assisted over 50 lbs.)
- v. Over 100 lbs. - Occasional (assisted)
- b. Lift / Carry
- i. 12lbs or less - Frequent
- ii. 13 - 25 lbs. - Occasional
- iii. 26 - 40 lbs. - Occasional
- Requires the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis. (frequent)
- Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; small parts, and/or operation of machinery (including inspection); using measurement devices continuously. Visual acuity is required to determine accuracy, neatness, and thoroughness of work assigned. (frequent)
- Requires the ability to prepare written correspondence, reports and forms using prescribed formats and conforming to rules of punctuation, grammar, diction, and style on a regular basis. (frequent - Mail Coordinators, occasional for Mail Expeditors)
- Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions. (frequent)
- Ability to make substantial repetitive movements (motions) of the wrists, hands, fingers, arms, shoulders, hips and waist. (frequent)
- Extended hours required during peak workloads or special projects/events.
- None
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