Document Indexing Supervisor

Overview

At Banner Life Insurance Company, we lead with heart and ambition. Every day, we transform purpose into progress, guided by our unwavering commitment to be better for our customers, clients, and communities, not just today but long-term as well. Our people are the driving force behind everything we achieve. Their passion, purpose, and pursuit of innovation empower us to deliver cutting-edge solutions that support those we serve, ensuring we are here for you, here for good and striving for better.

We’re a forward-thinking company energized by our work and how we show up for one another. Our culture is built on meaningful impact and genuine enjoyment, because we believe great work and great experiences should go hand in hand.

By offering career development opportunities, comprehensive benefits, and programs that support your wellbeing, we help you thrive personally and professionally. We are here for you, here for good and here for better.

The Document Indexing Supervisor will effectively manage document indexing staff, work and expenses to meet or exceed pre-defined productivity and quality standards and customer expectations. Responsible for the accurate entry of all formal applications and App Assist interview, accurate indexing of all Delivery and New Business documents, and accurate processing of all checks and money instruments to meet or exceed pre-defined productivity and quality standards.

Responsibilities

• Manage staff and work all work streams to ensure the accurate doc type assignment of all Customer Service, Delivery and New Business documents, processing of formal applications and requests for life insurance, and all other facets of work are completed to meet or exceed pre-defined productivity, quality and service standards.
• Interface and maintain relationships with agencies, vendors, and internal departments as necessary to ensure successful processing of all new business cases and resolution of escalated issues. Implement solutions to improve efficiencies in an effort to maintain or reduce costs and cycle time.
• Train staff and measure staff proficiency by conducting ongoing quality control review of work product. Provide feedback and additional training to staff as needed to develop skills to meet or exceed company’s standards.
• Monitor and document staff performance to include productivity, quality, work habits and all other measurable functions or attributes. Provide coaching and  feedback, training and and development plans.  Write and provide annual and year end formal performance reviews. 
• Develop and maintain procedures for all facets of work. Work with Legal/Compliance area, as directed, to update procedures and processes to ensure 100% compliance with all state and other regulatory entities.
• Develop and mentor staff to be fully cross functionally trained for all work within the team.
• Manage to and effectively complete projects and goals within deadline. Complete all other reports and projects accurately and timely, including time approvals, staffing justifications, monthly volume reports, performance reports, quarterly goals, and other projects as assigned.
• Direct the implementation of new technology and validate systems and workflow and daily volume to ensure all processes are functioning correctly and policy contract is 100% accurate. Identify any system weaknesses and define options to remedy.  Work with IT to test and implement all system modifications.
• Manage relationship with 3rd party vendors related to system changes and upgrades keeping Sr. Manager informed of all changes and any know impacts or risks. 

Qualifications

Education

2 years college

Experience/Knowledge

4+ years management experience4+ years experience in an administrative related positionLife, Property and Casualty or Health experience preferred

Skills

Leadership skillsPeople management skillsStrong time management and organizational skillsStrong and effective communication skillsProject management skillsStrong Analytical and technical skillsEffective decision making skills Knowledge of Microsoft Office (Word and Excel)

What’s in it for you?

The expected hiring compensation range for this position is $78,800 - $90,000 annually. This position currently requires onsite reporting for up to three days per work week with flexibility of work from home days the remaining two.  

The total compensation package for this position may include other elements, such as a sign-on bonus, long term incentives, and annual bonuses.  This role is eligible to participate in the Annual Incentive Plan. The current target payment for the position is 8% of base salary, modified for corporate and individual performance. Bonuses are pro-rated based on start date.  This role has 15 vacation days and 10 sick days that are accrued on a bi-weekly basis. Employees also have 9 paid holidays throughout the calendar year.

We have a competitive compensation and benefits package focused on your overall wellbeing.  Employee benefits include health, life, and dental insurance; 401K with company match up to 6% as well as a pension package; generous time off; and wellbeing initiatives throughout the year (we like doing fun stuff).  We’re big on professional development and we’ll support and mentor you in your career progression and expect you to help us pay it forward by helping us develop tomorrow's leaders and growth-focused professionals. We value our teams and our communities and believe in giving back. Enjoy time off to volunteer for those causes that matter most to you!

If hired, employee will be in an “at-will position” and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors. The Company reserves the right to change benefits plans at any time.

We are an equal opportunity employer and value diversity at our company. We do not discriminate based on race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, perform essential job functions, and receive other benefits and privileges of employment. Please contact us to request accommodation.