Insurance Document Processor - Hybrid, Mon-Fri Days (53182)

Post Approval Coordinator
Employment Schedule: Part-time, 25 to 30 hours per week
Work Schedule: Monday through Friday, approximately 5 to 6 hours per day
Anticipated Shift: 9:00 a.m. to 2:00 p.m. or 9:00 a.m. to 3:00 p.m.
Work Arrangement
This is a hybrid position with the following schedule:

• Monday through Wednesday: On-site in Franklin, Wisconsin
• Thursday and Friday: Remote

Must be able to meet the on-site requirements of the position.
Position Overview
The Post Approval Coordinator is responsible for obtaining, reviewing, and preparing the documents and forms required to move insurance policies through the post-approval process and prepare eligible documents for electronic signature through DocuSign.
The coordinator communicates primarily by email with financial representatives, field staff, and internal business partners. Typical requests include explaining established processes and procedures, reviewing documents to ensure they are complete and in good order, resolving missing or incorrect documentation, preparing documents for electronic signature, and responding to status inquiries.
The coordinator is accountable for understanding each request, managing assigned cases, using available resources, and determining the appropriate course of action or potential solution.
This is a back-office position with no phone-support responsibilities. Communication will primarily occur through email and internal systems.
Key Responsibilities

• Obtain required forms and supporting documents for post-approval policy processing.
• Review documents for completeness, accuracy, and good order.
• Confirm that the appropriate forms have been submitted.
• Identify missing, incomplete, or incorrect information and communicate next steps by email.
• Prepare eligible documents and forms for electronic signature through DocuSign.
• Manage assigned cases and monitor outstanding documentation requirements.
• Respond to status inquiries from field partners and internal business areas.
• Explain established post-approval processes, procedures, and documentation requirements.
• Research requests and determine the appropriate course of action using available resources.
• Maintain accurate case information within internal systems.
• Manage multiple requests and priorities while meeting quality and service expectations.

Required Skills

• Strong time-management and organizational skills
• Clear and professional written and email communication
• Experience managing cases, requests, or workflow queues
• Strong attention to detail
• Experience reviewing forms or documentation for accuracy and completeness
• Ability to identify and resolve missing or incorrect information
• Ability to manage multiple priorities and deadlines
• Sound problem-solving and research skills
• Ability to work independently and use available resources
• Comfort working in a back-office, process-driven environment
• Ability to learn and navigate multiple systems

Systems and Technology

• Microsoft Outlook
• DocuSign
• Internal systems

Training
The selected individual will complete a minimum six-week training period. Candidates should be available to meet the required training schedule and participate consistently throughout training.
Benefit offerings include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and a 401k plan. Our program provides employees the flexibility to choose the type of coverage that meets their individual needs. Available paid leave may include Paid Sick Leave, where required by law; any other paid leave required by Federal, State, or local law; and Holiday pay upon meeting eligibility criteria.

Pay Details: $19.40 per hour

Benefit offerings available for our associates include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and a 401K plan. Our benefit offerings provide employees the flexibility to choose the type of coverage that meets their individual needs. In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other paid leave required by Federal, State, or local law, as well as Holiday pay where applicable.

Equal Opportunity Employer/Veterans/Disabled

Military connected talent encouraged to apply

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The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:

• The California Fair Chance Act
• Los Angeles City Fair Chance Ordinance
• Los Angeles County Fair Chance Ordinance for Employers
• San Francisco Fair Chance Ordinance

Massachusetts Candidates Only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.