Document Specialist

Trustmark’s mission is to improve wellbeing – for everyone. It is a mission grounded in a belief in equality and born from our caring culture. It is a culture we can only realize by building trust. Trust established by ensuring associates feel respected, valued and heard. At Trustmark, you’ll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture of diversity and inclusion where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves. At Trustmark, we have a commitment to welcoming people, no matter their background, identity or experience, to a workplace where they feel safe being their whole, authentic selves. A workplace made up of diverse, empowered individuals that allows ideas to thrive and enables us to bring the best to our colleagues, clients and communities.

About the role

Key Accountabilities

• Undeliverable Checks, Policies and Mail – Research for new addresses, determine if address should be updated or not and if mail should be resent or not.

• Digital Correspondence- Reviews images from lockbox correspondence, faxability and emails.  Determine whether the mail type should be uploaded to G360 without creating Dynamics cases or upload to G360 under the correct mail types to creates cases in Dynamics.

• Incoming Paper Mail – Review and identify the type of requests for multiple team’s incoming paper mail.  Based on the type of mail/request, prep to scan to G360 or scan at the copy machine to send to a particular person/team. 

• Incoming Checks – Review and determine which of the three lockboxes which we send to or to Treasury based on who the check is received from.

• Refund Checks – using CBS, print refund checks from the Billing team.  Print documentation, match check with documentation, have all scanned to G360 then type labels and mail.

• Compile documents from G360 to send out Duplicate Policies.

• Compile and encrypt documents from G360 to email Accident Policy Summaries.

• Using eCor, create letters to send out paper versions of Forms that are request from Customer Care.

• Update address in Dynamics from Address Change cases.

• rep, Scan and/or Index documents in the G360 Imaging system

• Provide input on process improvement

Minimum Requirements

• High School diploma/GED

• Ability to meet deadlines.

• Ability to work in an environment that requires meeting standards of production & quality.

• Must be organized and detail oriented.

Preferred

• Experience in WORD and Excel

The compensation range for this role is (based on the corporate location in Lake Forest, Illinois):

The final salary offer will be determined based on factors such as location, qualifications, experience, skill set, and other relevant factors. This position may also be eligible for bonus. We understand that compensation is an important factor when considering a new opportunity, and we strive to provide a competitive salary within the market.

Brand: Trustmark

In addition to compensation, we offer a comprehensive benefits package that includes: Health/dental/vision, life insurance, FSA and HSA, 401(k) plan, Employee Assistant Program, Back-up Care for Children, Adults and Elders and many health and wellness initiatives. We also offer a Wellness program that enables employees to participate in health initiatives to reduce their insurance premiums.  For questions about compensation and benefits, please speak to the Recruiter if you decide to apply and are selected for an interview.

Trustmark is committed to leveraging the talent of a diverse workforce to create great opportunities for our people and our business.  We are an equal opportunity employer, including disability and protected veteran status.