Qureos Mentor

Sammons Financial Group Companies

<div>Overview: Responsible for inbound and outbound mail processing, document imaging and other administrative responsibilities. Each individual will be assigned a primary role of either mail or imaging, but will be cross trained to support both functions as needed. Use inbound and outbound mail and imaging equipment to process incoming and outgoing documents for clients. Work together as a team to provide support to multiple business units through the processing of both physical and digital correspondence. Make designated corporate information available to users digitally by researching, preparing, scanning, indexing and delivering incoming mail and documents, including web-based documents, faxes, emails and printed documents. Responsibilities:
<ul><li>Sort, open and prepare incoming documents for scanning in accordance with department procedures, quality and time standards, including delivery to internal departments.
</li><li>Prepare and index incoming documents in accordance with department procedures, quality and time standards, including delivery to internal departments.
</li><li>Use multiple web based tools to research and determine policy numbers to assign to paperwork received via mail, fax, web or emails.
</li><li>File documents in accordance with established procedures and guidelines.
</li><li>Maintain records in fiche, digital and paper form and become knowledgeable of all company numbers in reference to policies or agent&rsquo;s names or codes.
</li><li>Perform routine quality control checks on departmental functions in accordance with established procedures and guidelines to ensure tasks are consistently completed in the correct manner as directed by up line.
</li><li>Operate scanning equipment used to create digital images using established procedures and guidelines.
</li><li>Perform data entry tasks by indexing digital images of mail, faxes, emails and web based documents in accordance with established procedures and guidelines, focusing on 100% accuracy.
</li><li>Update limited customer information in the system of record.
</li><li>Process inbound and outbound deliveries including UPS and FedEx.
</li><li>Operate mail equipment used for processing inbound and outbound mail, following safe operating procedures, quality control initiatives and production time standards.
</li><li>Work closely with other departments to ensure accurate administration of customer requests through timely turnaround of e-mails, phone calls, internal mail deliveries and outbound mail responsibilities.
</li><li>Cross-train where necessary to provide overall department and team support.
</li><li>Promote teamwork by supporting team members and sharing knowledge using the corporate shared values as the guide for all interactions.
</li><li>Assist with testing of system enhancements or conversions, including all steps necessary for implementation as well as follow-up of any items after implementation.
</li><li>Assist with Record Retention initiatives in accordance with established procedures and guidelines.
</li><li>Assist management with training of new employees.<br>
</li></ul><br>
Qualifications:
<ul><li>High School Diploma or equivalent Preferred</li><li>
1-2 years' mail room, imaging or other related administrative experience Preferred</li><li>
Strong computer skills (i.e. Word, Outlook and Excel)</li><li>
Good written and verbal communication skills</li><li>
Demonstrated ability to work in a fast paced environment with high volume of work with minimal errors; high attention to detail</li><li>
Proven ability to multitask and efficiently navigate through multiple network systems throughout the day in order to locate alpha, agency and policy lookups</li><li>
Strong problem solving skills and adapt to frequent change</li><li>
Ability to work efficiently and independently</li><li>
Excellent organizational skills</li><li>
Ability to sit or stand for long periods of time</li><li>
Ability to lift and/or team lift 30 to 35 pounds on a regular basis</li></ul>
Suitability Requirements:
<ul><li>Due to the financial nature and level of accountability of this position, a credit and criminal background check is required.</li><li>FINRA regulations require fingerprinting for this position. Management reserves the right to determine and approve incumbent suitability for this position.
</li></ul>Company Information: &bull;Sammons Financial Group offers a competitive benefit package that includes: Health, Dental, Vision, Company Paid Retirement, PTO and Holiday Pay.
<br>
<ul><li>Our Employee Stock Ownership Plan (ESOP) is a 100% company-funded retirement plan, so you can save for retirement without contributing a penny of your own paycheck.
</li><li>Healthy balance between work and personal lives. Friday afternoons off all year long, competitive PTO, and generous number of paid holidays.
</li><li>Our incentive program for defined goals subject to eligibility and performance. Monetary rewards are based on individual and/or overall company performance.
</li><li>Colleagues who support one another, model our core values, and drive our healthy, high-performing culture. Pay Range: USD $26,713.00 - USD $44,522.00 /Yr. Pay Transparency Verbiage: Range includes data points from multiple labor markets. Specific range is dependent on the labor market where the incumbent will be hired to perform the position. Starting salary is dependent on candidate qualifications and experience. For a narrower salary range specific to your labor market, please inquire. Work Authorization/Sponsorship: At this time, we&rsquo;re not considering candidates that need any type of immigration sponsorship now or in the future or those needing work authorization for this role (This includes, but is not limited to students on F1-OPT, F1-CPT, J-1, etc.)</li></ul></div>

General Services Specialist

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Sammons Financial Group Companies

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General Services Specialist